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State Street SPDR Portfolio Aggregate Bond ETF

112 hedge funds and large institutions have $757M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

367% more funds holding in top 10

Funds holding in top 10: 314 (+11)

84% more funds holding

Funds holding: 61112 (+51)

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $536M → $757M (+$221M)

59.08% less ownership

Funds ownership: 111.91%52.83% (-59%)

Holders
112
Holders Change
+51
Holders Change %
+83.61%
% of All Funds
2.54%
Holding in Top 10
14
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+366.67%
% of All Funds
0.32%
New
57
Increased
28
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$4.39M +$1.38M +48,079 +46%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.06M -$956K -33,220 -19%
BCI
28
Brinker Capital Investments
Pennsylvania
$4.06M +$4.07M +141,316 New
SFS
29
Sowell Financial Services
Arkansas
$3.96M -$5.68M -197,201 -59%
Morgan Stanley
30
Morgan Stanley
New York
$3.76M -$2.32M -80,482 -38%
FI
31
FormulaFolio Investments
Michigan
$3.1M +$3.11M +108,010 New
Creative Planning
32
Creative Planning
Kansas
$3.06M +$3.06M +106,310 New
BBA
33
Braun-Bostich & Associates
Pennsylvania
$2.81M +$2.82M +97,807 New
OC
34
Oarsman Capital
Wisconsin
$2.43M +$2.43M +84,483 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.14M +$466K +16,175 +28%
FAM
36
Formidable Asset Management
Ohio
$2.14M +$2.14M +74,459 New
Goldman Sachs
37
Goldman Sachs
New York
$2.1M +$556K +19,324 +36%
FTS
38
Fifth Third Securities
Ohio
$1.95M +$52.8K +1,836 +3%
LPL Financial
39
LPL Financial
California
$1.91M +$341K +11,848 +22%
CFGF
40
Compass Financial Group (Florida)
Florida
$1.85M +$229K +7,951 +14%
HIIFS
41
Harel Insurance Investments & Financial Services
Israel
$1.74M
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.63M +$1.08M +37,439 +195%
BFA
43
Beaumont Financial Advisors
Massachusetts
$1.57M -$186K -6,476 -11%
LWS
44
Lucia Wealth Services
California
$1.51M +$1.52M +52,647 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.44M -$64.8K -2,251 -4%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.35M +$18.1K +628 +1%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.34M +$251K +8,730 +23%
LA
48
LexAurum Advisors
Kansas
$1.33M +$1.34M +46,501 New
WAM
49
Watermark Asset Management
California
$1.32M +$1.32M +45,807 New
FCH
50
Freestone Capital Holdings
Washington
$1.28M +$636K +22,100 +99%