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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
LPL Financial
1
LPL Financial
California
$512M +$84.3M +3,296,501 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$206M -$1.34M -52,458 -0.6%
RIG
3
RiverFront Investment Group
Virginia
$190M +$631K +24,662 +0.3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$187M +$55M +2,151,342 +41%
Cerity Partners
5
Cerity Partners
New York
$178M +$179M +6,991,377 +69,649%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$160M +$64M +2,500,735 +65%
PAG
7
Private Advisor Group
New Jersey
$131M -$2.06M -80,578 -2%
GI
8
Gradient Investments
Minnesota
$128M -$8.05M -314,548 -6%
WP
9
WealthSource Partners
California
$114M -$3.22M -126,018 -3%
State Street
10
State Street
Massachusetts
$91.1M -$258M -10,094,183 -74%
Goldman Sachs
11
Goldman Sachs
New York
$83.7M +$98.2K +3,840 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$82.4M +$9.05M +353,852 +12%
SMM
13
Stadion Money Management
Georgia
$82.3M +$1.45M +56,506 +2%
WCWM
14
Willow Creek Wealth Management
California
$81.9M -$4.38M -171,305 -5%
Morgan Stanley
15
Morgan Stanley
New York
$73.3M -$4.46M -174,168 -6%
KW
16
KWB Wealth
California
$70.7M +$36.1M +1,411,296 +103%
GAG
17
GM Advisory Group
New York
$62.3M +$6.94M +271,108 +12%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$60.8M +$5.59M +218,628 +10%
GLA
19
Good Life Advisors
Pennsylvania
$59.7M +$14.6M +572,339 +32%
NEWAS
20
N.E.W. Advisory Services
Wisconsin
$57.1M +$45K +1,761 +0.1%
MFS
21
McNamara Financial Services
Massachusetts
$51.9M +$1.56M +60,977 +3%
GLR
22
Great Lakes Retirement
Ohio
$49.9M -$550K -21,491 -1%
TC
23
Trilogy Capital
California
$47.3M +$1.01M +39,578 +2%
RJA
24
Raymond James & Associates
Florida
$46.5M -$4.55M -177,767 -9%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$42.6M +$15.8M +615,816 +58%