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State Street SPDR Portfolio Aggregate Bond ETF

416 hedge funds and large institutions have $4.72B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 139 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 139

13% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 5257 (+5)

6% more capital invested

Capital invested by funds: $4.45B → $4.72B (+$269M)

3.05% more ownership

Funds ownership: 67.85%70.91% (+3.1%)

0% more funds holding

Funds holding: 415416 (+1)

98% less call options, than puts

Call options by funds: $200K | Put options by funds: $12.4M

Holders
416
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.53%
Holding in Top 10
57
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.62%
% of All Funds
0.89%
New
45
Increased
190
Reduced
139
Closed
40
Calls
$200K
Puts
$12.4M
Net Calls
-$12.2M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
UF
101
Univest Financial
Pennsylvania
$8.12M -$40.8K -1,595 -0.5%
EIA
102
Eldridge Investment Advisors
New Hampshire
$8.08M -$826K -32,272 -9%
AF
103
Allworth Financial
California
$7.8M -$770K -30,114 -9%
IAN
104
Integrated Advisors Network
Texas
$7.76M +$367K +14,347 +5%
CF
105
Convergence Financial
Missouri
$7.76M +$4.18M +163,440 +115%
UWM
106
USAdvisors Wealth Management
Minnesota
$7.7M +$134K +5,225 +2%
LL
107
LWMG LLC
Minnesota
$7.69M +$544K +21,274 +8%
VAG
108
VisionPoint Advisory Group
Texas
$7.55M -$3.11M -121,389 -29%
SPA
109
Sentinel Pension Advisors
Massachusetts
$7.27M -$112K -4,392 -2%
AP
110
Americana Partners
Texas
$7.16M +$5.48M +214,239 +316%
B
111
Bensler
Washington
$7.06M +$1.46M +57,201 +26%
MFG
112
Merit Financial Group
Georgia
$6.91M +$4.04M +157,834 +138%
SFG
113
StrategIQ Financial Group
Indiana
$6.59M -$280K -10,958 -4%
AWMG
114
Alliance Wealth Management Group
New Jersey
$6.53M +$61K +2,385 +0.9%
FHA
115
Flagship Harbor Advisors
Massachusetts
$6.37M +$592K +23,140 +10%
AFS
116
Amtrust Financial Services
New York
$6.36M
AP
117
Appleton Partners
Massachusetts
$6.24M +$270K +10,557 +4%
PCA
118
Prosperity Capital Advisors
Ohio
$6M +$680K +26,592 +13%
SEIA
119
Signature Estate & Investment Advisors
California
$5.98M +$312K +12,200 +5%
VAF
120
Values Added Financial
District of Columbia
$5.85M +$5.89M +230,395 New
ACP
121
Aveo Capital Partners
Colorado
$5.84M -$432K -16,893 -7%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$5.82M +$176K +6,861 +3%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$5.58M +$3.42M +133,570 +154%
FTA
124
Financial & Tax Architects
Missouri
$5.47M -$313K -12,233 -5%
FAIM
125
Financial Advocates Investment Management
Washington
$5.46M +$291K +11,361 +6%