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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
PFA
151
Pure Financial Advisors
California
$3.23M -$51.9K -2,027 -2%
FIA
152
Foundations Investment Advisors
Arizona
$3.15M +$717K +28,010 +29%
JSL
153
JT Stratford LLC
Georgia
$3.12M +$395K +15,449 +14%
NI
154
NYL Investors
New York
$3.1M +$28.1K +1,100 +0.9%
BCM
155
Barden Capital Management
Texas
$3.04M -$1.19M -46,485 -28%
SFA
156
Source Financial Advisors
New York
$3.03M +$791K +30,924 +35%
PIFP
157
Partners in Financial Planning
Virginia
$3.01M +$225K +8,803 +8%
CWM
158
Cornerstone Wealth Management
Missouri
$2.92M -$140K -5,492 -5%
TFG
159
Tilson Financial Group
New Jersey
$2.87M +$49K +1,916 +2%
AI
160
Auour Investments
Massachusetts
$2.78M +$2.8M +109,569 New
WP
161
WealthShield Partners
North Carolina
$2.76M -$62.8K -2,455 -2%
PTC
162
Private Trust Company
Ohio
$2.74M +$86.6K +3,384 +3%
BCI
163
Brinker Capital Investments
Pennsylvania
$2.73M +$157K +6,129 +6%
OPS
164
Orion Portfolio Solutions
Nebraska
$2.73M +$157K +6,129 +6%
SFS
165
Sowell Financial Services
Arkansas
$2.55M +$1.24M +48,427 +93%
OGF
166
Orin Green Financial
California
$2.54M -$45.6K -1,781 -2%
LWMG
167
Levy Wealth Management Group
Pennsylvania
$2.49M +$129K +5,039 +5%
CF
168
Centaurus Financial
California
$2.47M +$1.71M +66,860 +219%
WMS
169
Wealth Management Solutions
Pennsylvania
$2.46M -$293K -11,472 -11%
IWP
170
IAG Wealth Partners
Wisconsin
$2.31M +$410K +16,023 +21%
MA
171
MONECO Advisors
Connecticut
$2.27M +$421K +16,444 +23%
HIIFS
172
Harel Insurance Investments & Financial Services
Israel
$2.27M +$819K +32,000 +56%
EGA
173
E&G Advisors
Texas
$2.26M -$380K -14,865 -14%
GRP
174
Global Retirement Partners
California
$2.23M -$956K -37,380 -30%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$2.14M -$121K -4,714 -5%