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State Street SPDR Portfolio Aggregate Bond ETF

248 hedge funds and large institutions have $2.96B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 56

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$524M)

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

6% more funds holding

Funds holding: 233248 (+15)

3.19% more ownership

Funds ownership: 59.55%62.73% (+3.2%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.44%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IndexIQ Advisors
New York
$32K -$317K -10,790 -91%
NCM
227
Next Capital Management
New York
$31K +$30.6K +1,040 New
MCM
228
McMillion Capital Management
North Carolina
$30K
FEM
229
Fulcrum Equity Management
Texas
$27K +$26.9K +916 New
OIA
230
Optimum Investment Advisors
Illinois
$24K
FGAM
231
Financial Gravity Asset Management
Texas
$22K
RCA
232
Rowland Carmichael Advisors
Arizona
$20K
HWM
233
Holloway Wealth Management
Florida
$14K
CIAS
234
Capital Investment Advisory Services
North Carolina
$13K
NFG
235
Next Financial Group
Texas
$12K +$4.24K +144 +59%
BCM
236
Bourgeon Capital Management
Connecticut
$12K +$11.8K +400 New
AIC
237
Ameritas Investment Company
Nebraska
$10K +$10.2K +345 New
CIM
238
Contravisory Investment Management
Massachusetts
$8K
PA
239
Parallel Advisors
California
$8K +$5.68K +193 +254%
HFM
240
Hartford Financial Management
Connecticut
$6K
RIA
241
Realta Investment Advisors
Delaware
$5K -$12.7K -430 -71%
VFA
242
Valeo Financial Advisors
Indiana
$5K -$4.97K -169 -52%
AWM
243
Avior Wealth Management
Nebraska
$2K +$971 +33 +56%
S
244
SignatureFD
Georgia
$2K +$2.15K +73 New
KWA
245
KCS Wealth Advisory
California
$1.51K +$1.5K +51 New
SWP
246
Strategic Wealth Partners
Ohio
$1.2K +$640K +21,750 +115%
IWMA
247
Ironwood Wealth Management (Arizona)
Arizona
$1K -$4.62K -157 -84%
BlackRock
248
BlackRock
New York
$1K
FCH
249
Freestone Capital Holdings
Washington
$535 +$8.86K +301 +2%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
-$4.8M -164,423 Closed