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State Street SPDR Portfolio Aggregate Bond ETF

44 hedge funds and large institutions have $497M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 4444 (0)

3% less capital invested

Capital invested by funds: $511M → $497M (-$14.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
20
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
Clal Insurance
Israel
$649K
LPL Financial
27
LPL Financial
California
$608K +$168K +5,792 +38%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$562K +$167K +5,762 +42%
WA
29
Waverly Advisors
Alabama
$488K +$494K +17,016 New
PPA
30
Parametric Portfolio Associates
Washington
$392K -$40.5K -1,392 -9%
Stifel Financial
31
Stifel Financial
Missouri
$383K +$1.92K +66 +0.5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$341K +$316K +10,876 +1,083%
DWM
33
Destination Wealth Management
California
$266K +$269K +9,252 New
AIM
34
Advantage Investment Management
Iowa
$180K +$174K +5,992 +2,236%
GC
35
Guggenheim Capital
Illinois
$159K
AIG
36
American International Group
New York
$127K +$4.77K +164 +4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$108K +$14.8K +510 +16%
CAL
38
Capital Analysts LLC
Pennsylvania
$50.5K +$33.5K +1,154 +191%
Citigroup
39
Citigroup
New York
$43K +$291 +10 +0.7%
EDRH
40
Edmond de Rothschild Holding
Switzerland
$32K +$32.1K +1,104 New
TWA
41
TCI Wealth Advisors
Arizona
$20K +$19.8K +682 New
MFS
42
MSI Financial Services
Massachusetts
$5K
SEI Investments
43
SEI Investments
Pennsylvania
$2K -$872 -30 -29%
Ameriprise
44
Ameriprise
Minnesota
-$215K -7,298 Closed
BCM
45
Blume Capital Management
California
-$72K -2,442 Closed
GWM
46
Gupta Wealth Management
California
-$35K -1,200 Closed
PCM
47
Parsons Capital Management
Rhode Island
-$22K -732 Closed
Creative Planning
48
Creative Planning
Kansas
-$15K -504 Closed