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State Street SPDR Portfolio Aggregate Bond ETF

44 hedge funds and large institutions have $511M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $429M → $511M (+$82.1M)

5% more funds holding

Funds holding: 4244 (+2)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
24
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$443K +$23.5K +800 +6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$408K +$147K +4,986 +56%
Stifel Financial
28
Stifel Financial
Missouri
$392K +$10.9K +370 +3%
Ameriprise
29
Ameriprise
Minnesota
$215K +$215K +7,298 New
GC
30
Guggenheim Capital
Illinois
$164K
AIG
31
American International Group
New York
$126K +$14.3K +486 +13%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$96K +$96.1K +3,270 New
BCM
33
Blume Capital Management
California
$72K
Citigroup
34
Citigroup
New York
$44K +$1.71K +58 +4%
GWM
35
Gupta Wealth Management
California
$35K +$35.3K +1,200 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$30K +$3.59K +122 +14%
PCM
37
Parsons Capital Management
Rhode Island
$22K +$21.5K +732 New
OIA
38
Optimum Investment Advisors
Illinois
$18K +$17.6K +600 New
CAL
39
Capital Analysts LLC
Pennsylvania
$17.9K +$118 +4 +0.7%
Creative Planning
40
Creative Planning
Kansas
$15K
AIM
41
Advantage Investment Management
Iowa
$8K +$7.88K +268 New
MFS
42
MSI Financial Services
Massachusetts
$5K -$15.3K -520 -76%
SEI Investments
43
SEI Investments
Pennsylvania
$3K +$412 +14 +16%
ZIM
44
Zacks Investment Management
Illinois
-$4.03M -138,302 Closed
SPC
45
Sigma Planning Corp
Michigan
-$217K -7,450 Closed
NPC
46
National Planning Corporation
California
-$75.8K -2,580 Closed
BRWA
47
B. Riley Wealth Advisors
Florida
-$38 -1,300 Closed