We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

60 hedge funds and large institutions have $813M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

13% more funds holding

Funds holding: 5360 (+7)

11% more capital invested

Capital invested by funds: $731M → $813M (+$81.2M)

2.21% less ownership

Funds ownership: 120.11%117.91% (-2.2%)

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
12
Increased
23
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
26
Harel Insurance Investments & Financial Services
Israel
$1.8M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.43M +$117K +3,996 +9%
DWM
28
Destination Wealth Management
California
$1.1M
BCMIO
29
Beacon Capital Management Inc (Ohio)
Ohio
$1.06M -$24.8K -844 -2%
RVPG
30
Relative Value Partners Group
$995K
LPL Financial
31
LPL Financial
California
$974K -$555K -18,910 -37%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$780K +$354K +12,046 +85%
OFG
33
OTA Financial Group
New York
$716K +$708K +24,118 New
AI
34
Atria Investments
North Carolina
$705K +$9.63K +328 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$612K -$25.8K -878 -4%
ACM
36
Aviance Capital Management
Florida
$562K +$555K +18,920 New
ACM
37
Argentus Capital Management
Texas
$532K -$1.71M -58,092 -76%
AG
38
Advisor Group
Arizona
$436K +$433K +14,764 New
PPA
39
Parametric Portfolio Associates
Washington
$382K
RJA
40
Raymond James & Associates
Florida
$362K +$80.6K +2,746 +29%
UCFA
41
United Capital Financial Advisors
Texas
$322K +$321K +10,918 New
Stifel Financial
42
Stifel Financial
Missouri
$296K -$219K -7,476 -43%
SPWA
43
SteelBridge Private Wealth Advisors
Florida
$290K -$5.29K -180 -2%
CWM
44
Calamos Wealth Management
Illinois
$253K
MFS
45
MSI Financial Services
Massachusetts
$239K +$41K +1,398 +21%
NPC
46
National Planning Corporation
California
$225K
MCM
47
Millie Capital Management
California
$223K +$221K +7,520 New
IA
48
IFP Advisors
Florida
$150K +$148K +5,048 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$102K +$55.5K +1,892 +123%
SEI Investments
50
SEI Investments
Pennsylvania
$41K -$4.87K -166 -11%