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State Street SPDR Portfolio Aggregate Bond ETF

142 hedge funds and large institutions have $1.2B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

59% more capital invested

Capital invested by funds: $757M → $1.2B (+$443M)

27% more funds holding

Funds holding: 112142 (+30)

2.03% less ownership

Funds ownership: 52.83%50.79% (-2%)

Holders
142
Holders Change
+30
Holders Change %
+26.79%
% of All Funds
3.25%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.57%
New
44
Increased
61
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SigFig Wealth Management
California
$10M +$10M +354,969 New
GFPC
27
Global Financial Private Capital
Florida
$9.38M +$8.37M +296,593 +813%
WI
28
WrapManager Inc
California
$8.83M +$8.85M +313,673 New
WCWM
29
Willow Creek Wealth Management
California
$7.79M +$7.81M +276,744 New
MFS
30
McNamara Financial Services
Massachusetts
$7.42M +$159K +5,620 +2%
AWMG
31
Alliance Wealth Management Group
New Jersey
$6.75M +$702K +24,896 +12%
PWPS
32
Pinnacle Wealth Planning Services
Ohio
$6.23M +$5.54M +196,272 +785%
AF
33
Advisornet Financial
Minnesota
$6.21M +$6.15M +217,948 +8,464%
LFG
34
Larson Financial Group
Missouri
$5.76M +$4.66M +165,261 +420%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$5.24M +$951K +33,707 +22%
Jane Street
36
Jane Street
New York
$4.8M +$4.81M +170,408 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$4.3M +$367K +13,010 +9%
ACM
38
AlphaStar Capital Management
North Carolina
$3.93M +$3.94M +139,669 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.87M +$1.77M +62,904 +84%
QA
40
Quantitative Advantage
Minnesota
$3.84M +$3.85M +136,459 New
SFS
41
Sowell Financial Services
Arkansas
$3.72M -$132K -4,682 -3%
BBA
42
Braun-Bostich & Associates
Pennsylvania
$3.71M +$956K +33,887 +35%
UBS Group
43
UBS Group
Switzerland
$3.45M -$10.6M -375,120 -75%
Morgan Stanley
44
Morgan Stanley
New York
$3.42M -$266K -9,412 -7%
LWS
45
Lucia Wealth Services
California
$3.24M +$1.76M +62,371 +118%
WAM
46
Watermark Asset Management
California
$3.14M +$1.86M +65,853 +144%
DDPOM
47
Delta Dental Plan of Michigan
Michigan
$2.82M -$3.82M -135,334 -57%
CA
48
Continuum Advisory
Idaho
$2.75M +$2.34M +82,990 +570%
OC
49
Oarsman Capital
Wisconsin
$2.73M +$357K +12,642 +15%
WP
50
WealthSource Partners
California
$2.72M +$2.72M +96,571 New