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State Street SPDR Portfolio Aggregate Bond ETF

42 hedge funds and large institutions have $429M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

14% more funds holding

Funds holding: 3742 (+5)

5% more capital invested

Capital invested by funds: $408M → $429M (+$20.9M)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$415K +$414K +14,242 New
Stifel Financial
27
Stifel Financial
Missouri
$377K +$1.98K +68 +0.5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$258K +$1.16K +40 +0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$226K +$220K +7,562 +4,110%
SPC
30
Sigma Planning Corp
Michigan
$217K +$217K +7,450 New
GC
31
Guggenheim Capital
Illinois
$162K -$10K -344 -6%
AIG
32
American International Group
New York
$110K
NPC
33
National Planning Corporation
California
$75.8K +$75K +2,580 New
BCM
34
Blume Capital Management
California
$71K -$23.3K -800 -25%
Citigroup
35
Citigroup
New York
$42K +$18K +620 +75%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$26K -$348K -11,962 -93%
MFS
37
MSI Financial Services
Massachusetts
$20K
CAL
38
Capital Analysts LLC
Pennsylvania
$17.6K +$58 +2 +0.3%
Creative Planning
39
Creative Planning
Kansas
$15K
SEI Investments
40
SEI Investments
Pennsylvania
$2K +$2.56K +88 New
BRWA
41
B. Riley Wealth Advisors
Florida
$38 +$37.8K +1,300 New
NL
42
NWAM LLC
Washington
-$2.94M -101,754 Closed
PAG
43
Private Advisor Group
New Jersey
-$151K -5,220 Closed
Ameriprise
44
Ameriprise
Minnesota
-$98K -3,396 Closed
DBT
45
Dubuque Bank & Trust
Iowa
-$39K -1,340 Closed
Parallax Volatility Advisers
46
Parallax Volatility Advisers
California
+$58 +2 New