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State Street SPDR Portfolio Aggregate Bond ETF

64 hedge funds and large institutions have $533M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.93% less ownership

Funds ownership: 101.83%98.9% (-2.9%)

7% less capital invested

Capital invested by funds: $576M → $533M (-$42.9M)

10% less funds holding

Funds holding: 7164 (-7)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
24
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.35M +$195K +6,786 +17%
DWM
27
Destination Wealth Management
California
$1.11M
LPL Financial
28
LPL Financial
California
$981K -$68K -2,364 -6%
Jane Street
29
Jane Street
New York
$978K -$14.3M -498,388 -94%
HS
30
Horan Securities
United States
$975K +$403 +14 +0%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$950K +$194K +6,726 +26%
BCMIO
32
Beacon Capital Management Inc (Ohio)
Ohio
$828K -$89.5K -3,110 -10%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$724K +$184K +6,402 +34%
PAG
34
Private Advisor Group
New Jersey
$722K +$416K +14,454 +135%
GFPC
35
Global Financial Private Capital
Florida
$689K -$514K -17,856 -43%
FCH
36
Freestone Capital Holdings
Washington
$650K -$1.32K -46 -0.2%
IA
37
IFP Advisors
Florida
$595K -$112K -3,878 -16%
ACP
38
Aveo Capital Partners
Colorado
$456K +$13.9K +484 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$433K +$69.3K +2,408 +19%
Stifel Financial
40
Stifel Financial
Missouri
$431K +$2.88K +100 +0.7%
SPC
41
Sigma Planning Corp
Michigan
$424K -$79.2K -2,752 -16%
BA
42
Boston Advisors
Massachusetts
$404K +$200K +6,934 +98%
SPWA
43
SteelBridge Private Wealth Advisors
Florida
$397K
PPA
44
Parametric Portfolio Associates
Washington
$371K
Baird Financial Group
45
Baird Financial Group
Wisconsin
$362K +$403 +14 +0.1%
MML Investors Services
46
MML Investors Services
Massachusetts
$353K +$352K +12,240 New
HWM
47
Highwater Wealth Management
Colorado
$302K -$190K -6,612 -39%
BS
48
Banco Santander
Spain
$295K +$305K +10,600 +106%
TNB
49
Thomasville National Bank
Georgia
$225K
NPC
50
National Planning Corporation
California
$211K +$2.42K +84 +1%