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State Street SPDR Portfolio Aggregate Bond ETF

53 hedge funds and large institutions have $731M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $569M → $731M (+$162M)

15.05% more ownership

Funds ownership: 105.06%120.11% (+15%)

13% more funds holding

Funds holding: 4753 (+6)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
14
Increased
14
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.29M -$162K -5,600 -11%
BCMIO
27
Beacon Capital Management Inc (Ohio)
Ohio
$1.07M -$184K -6,372 -15%
DWM
28
Destination Wealth Management
California
$1.06M
RVPG
29
Relative Value Partners Group
$960K +$973K +33,640 New
KeyBank National Association
30
KeyBank National Association
Ohio
$795K
AI
31
Atria Investments
North Carolina
$683K -$122K -4,208 -15%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$629K +$694 +24 +0.1%
SCA
33
Strategic Capital Alternatives
United States
$545K +$538K +18,606 New
Stifel Financial
34
Stifel Financial
Missouri
$511K -$86.6K -2,994 -15%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$416K +$411K +14,216 New
AIG
36
American International Group
New York
$410K +$277K +9,582 +216%
PPA
37
Parametric Portfolio Associates
Washington
$377K -$752 -26 -0.2%
YMRC
38
Yorktown Management & Research Company
Virginia
$351K
SPWA
39
SteelBridge Private Wealth Advisors
Florida
$291K +$287K +9,940 New
RJA
40
Raymond James & Associates
Florida
$276K +$273K +9,442 New
CWM
41
Calamos Wealth Management
Illinois
$249K
NPC
42
National Planning Corporation
California
$223K -$7.92K -274 -3%
HighTower Advisors
43
HighTower Advisors
Illinois
$216K +$214K +7,386 New
MFS
44
MSI Financial Services
Massachusetts
$195K +$91.1K +3,150 +90%
SEI Investments
45
SEI Investments
Pennsylvania
$46K -$11.3K -390 -20%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$45K -$38.6K -1,336 -47%
Citigroup
47
Citigroup
New York
$33K -$3.24K -112 -9%
RCA
48
Rowland Carmichael Advisors
Arizona
$20K +$19.8K +686 New
GWM
49
Geneos Wealth Management
Colorado
$14K +$14.5K +500 New
EDRH
50
Edmond de Rothschild Holding
Switzerland
$10K