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State Street SPDR Portfolio Aggregate Bond ETF

65 hedge funds and large institutions have $705M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

8% more funds holding

Funds holding: 6065 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10.26% less ownership

Funds ownership: 117.91%107.64% (-10%)

13% less capital invested

Capital invested by funds: $813M → $705M (-$108M)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
11
Increased
15
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.41M -$20.4K -688 -1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.39M -$886K -29,872 -39%
DWM
28
Destination Wealth Management
California
$1.14M +$35.6K +1,200 +3%
LPL Financial
29
LPL Financial
California
$1.1M +$141K +4,762 +15%
BCMIO
30
Beacon Capital Management Inc (Ohio)
Ohio
$1.02M -$44.4K -1,496 -4%
HWM
31
Highwater Wealth Management
Colorado
$998K +$999K +33,684 New
RVPG
32
Relative Value Partners Group
$997K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$918K +$140K +4,730 +18%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$881K +$271K +9,136 +44%
Millennium Management
35
Millennium Management
New York
$794K +$795K +26,788 New
ACM
36
Aviance Capital Management
Florida
$773K +$213K +7,176 +38%
AI
37
Atria Investments
North Carolina
$587K -$114K -3,832 -16%
ACM
38
Argentus Capital Management
Texas
$582K +$50.7K +1,708 +10%
AG
39
Advisor Group
Arizona
$575K +$137K +4,628 +31%
HighTower Advisors
40
HighTower Advisors
Illinois
$383K +$384K +12,934 New
PPA
41
Parametric Portfolio Associates
Washington
$381K
SPC
42
Sigma Planning Corp
Michigan
$325K +$325K +10,968 New
UCFA
43
United Capital Financial Advisors
Texas
$318K -$5.52K -186 -2%
FAAS
44
First Allied Advisory Services
California
$306K +$306K +10,316 New
RJA
45
Raymond James & Associates
Florida
$296K -$65.6K -2,210 -18%
SPWA
46
SteelBridge Private Wealth Advisors
Florida
$289K
Stifel Financial
47
Stifel Financial
Missouri
$279K -$16.4K -552 -6%
PAG
48
Private Advisor Group
New Jersey
$268K +$270K +9,102 New
CWM
49
Calamos Wealth Management
Illinois
$252K
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$245K +$245K +8,254 New