We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

64 hedge funds and large institutions have $645M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.32% less ownership

Funds ownership: 107.64%107.33% (-0.32%)

2% less funds holding

Funds holding: 6564 (-1)

9% less capital invested

Capital invested by funds: $705M → $645M (-$60.2M)

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.6%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
10
Increased
24
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.53M -$6.53K -226 -0.4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.45M +$118K +4,098 +9%
FTS
28
Fifth Third Securities
Ohio
$1.43M +$1.45M +50,150 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.37M +$16.7K +578 +1%
DWM
30
Destination Wealth Management
California
$1.09M
HWM
31
Highwater Wealth Management
Colorado
$986K +$28K +970 +3%
RVPG
32
Relative Value Partners Group
$957K
BCMIO
33
Beacon Capital Management Inc (Ohio)
Ohio
$949K -$28.3K -980 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$921K +$39.5K +1,368 +4%
IA
35
IndexIQ Advisors
New York
$822K -$1.94M -67,176 -70%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$649K -$201K -6,944 -23%
CWM
37
Concert Wealth Management
California
$629K -$7.07M -244,798 -92%
AG
38
Advisor Group
Arizona
$558K +$5.78K +200 +1%
Citadel Advisors
39
Citadel Advisors
Florida
$551K +$560K +19,374 New
AI
40
Atria Investments
North Carolina
$521K -$43.6K -1,510 -8%
IA
41
IFP Advisors
Florida
$478K +$369K +12,774 +319%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$462K +$230K +7,962 +96%
SPWA
43
SteelBridge Private Wealth Advisors
Florida
$392K +$116K +4,000 +41%
ACP
44
Aveo Capital Partners
Colorado
$391K +$397K +13,728 New
PPA
45
Parametric Portfolio Associates
Washington
$366K -$116 -4 -0%
TSS
46
Two Sigma Securities
New York
$327K +$332K +11,494 New
FAAS
47
First Allied Advisory Services
California
$293K -$462 -16 -0.2%
PAG
48
Private Advisor Group
New Jersey
$287K +$27.3K +946 +10%
RJA
49
Raymond James & Associates
Florida
$286K +$1.68K +58 +0.6%
Stifel Financial
50
Stifel Financial
Missouri
$268K +$1.39K +48 +0.5%