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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

233 hedge funds and large institutions have $2.44B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 56

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $2.19B → $2.44B (+$243M)

9% more funds holding in top 10

Funds holding in top 10: 34 → 37 (+3)

4% more funds holding

Funds holding: 223 → 233 (+10)

0.75% more ownership

Funds ownership: 58.79% → 59.55% (+0.75%)

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.06%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.3M
2
AF
Allworth Financial
California
+$20.9M
3
Creative Planning
Creative Planning
Kansas
+$20.6M
4
RIM
Redwood Investment Management
Arizona
+$18M
5
TC
TownSquare Capital
Utah
+$12.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$26M
2
CWSR
Chessman Wealth Strategies RIA
Texas
-$19.3M
3
Wells Fargo
Wells Fargo
California
-$15.6M
4
State Street
State Street
Massachusetts
-$14M
5
AssetMark Inc
AssetMark Inc
California
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
– -$20K -697 Closed
7 8 9 10
11