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State Street SPDR Portfolio Aggregate Bond ETF

71 hedge funds and large institutions have $576M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

11% more funds holding

Funds holding: 6471 (+7)

5.5% less ownership

Funds ownership: 107.33%101.83% (-5.5%)

11% less capital invested

Capital invested by funds: $645M → $576M (-$68.7M)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
17
Increased
17
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$1.19M +$1.19M +41,746 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.15M +$499K +17,504 +77%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.14M -$229K -8,034 -17%
DWM
29
Destination Wealth Management
California
$1.1M
LPL Financial
30
LPL Financial
California
$1.04M -$3.95M -138,476 -79%
HS
31
Horan Securities
United States
$975K -$4.64M -162,868 -83%
RVPG
32
Relative Value Partners Group
$960K
BCMIO
33
Beacon Capital Management Inc (Ohio)
Ohio
$909K -$44K -1,544 -5%
BFG
34
Bouchey Financial Group
New York
$782K +$780K +27,364 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$749K -$175K -6,124 -19%
IA
36
IndexIQ Advisors
New York
$747K -$79.1K -2,774 -10%
IA
37
IFP Advisors
Florida
$700K +$220K +7,728 +46%
FCH
38
Freestone Capital Holdings
Washington
$645K +$644K +22,588 New
BCM
39
Bluefin Capital Management
New York
$551K +$550K +19,306 New
CWM
40
Concert Wealth Management
California
$543K -$85.3K -2,992 -14%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$534K +$70.7K +2,480 +15%
SPC
42
Sigma Planning Corp
Michigan
$499K +$244K +8,578 +97%
HWM
43
Highwater Wealth Management
Colorado
$488K -$501K -17,578 -51%
ACP
44
Aveo Capital Partners
Colorado
$438K +$46.1K +1,616 +12%
Stifel Financial
45
Stifel Financial
Missouri
$423K +$154K +5,394 +57%
SPWA
46
SteelBridge Private Wealth Advisors
Florida
$393K
PPA
47
Parametric Portfolio Associates
Washington
$367K
HighTower Advisors
48
HighTower Advisors
Illinois
$359K -$16.6M -581,876 -98%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$358K +$357K +12,528 New
OMC
50
Old Mission Capital
Illinois
$310K +$309K +10,854 New