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State Street SPDR Portfolio Aggregate Bond ETF

47 hedge funds and large institutions have $569M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

105.06% more ownership

Funds ownership: 0%105.06% (+105%)

10% more capital invested

Capital invested by funds: $516M → $569M (+$53.5M)

9% more funds holding

Funds holding: 4347 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
14
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$1.06M +$1.07M +37,164 New
AI
27
Atria Investments
North Carolina
$790K -$446K -15,524 -36%
KeyBank National Association
28
KeyBank National Association
Ohio
$775K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$612K -$38K -1,320 -6%
Stifel Financial
30
Stifel Financial
Missouri
$582K +$218K +7,592 +59%
VKH
31
Virtu KCG Holdings
New York
$424K +$427K +14,850 New
PPA
32
Parametric Portfolio Associates
Washington
$368K -$7.65K -266 -2%
YMRC
33
Yorktown Management & Research Company
Virginia
$342K +$345K +12,000 New
FCH
34
Freestone Capital Holdings
Washington
$330K -$90.6K -3,150 -21%
CWM
35
Calamos Wealth Management
Illinois
$243K
NPC
36
National Planning Corporation
California
$227K +$226K +7,866 New
AIG
37
American International Group
New York
$126K
MFS
38
MSI Financial Services
Massachusetts
$100K +$95.9K +3,334 +2,084%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$82K +$288 +10 +0.3%
AFP
40
Ausdal Financial Partners
Iowa
$58K +$58.7K +2,040 New
SEI Investments
41
SEI Investments
Pennsylvania
$56K -$920 -32 -2%
AIM
42
Advantage Investment Management
Iowa
$38K -$122K -4,250 -76%
Citigroup
43
Citigroup
New York
$36K +$115 +4 +0.3%
FPFS
44
First Personal Financial Services
North Carolina
$16K +$16.6K +576 New
IA
45
IFP Advisors
Florida
$12K +$12.3K +426 New
EDRH
46
Edmond de Rothschild Holding
Switzerland
$10K -$21.7K -756 -68%
Fidelity International
47
Fidelity International
Bermuda
-$4.9M -169,476 Closed
CI
48
Clal Insurance
Israel
-$654K -22,616 Closed
Bank of New York Mellon
49
Bank of New York Mellon
New York
-$416K -14,396 Closed
GC
50
Guggenheim Capital
Illinois
-$161K -5,556 Closed