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State Street SPDR Portfolio Aggregate Bond ETF

155 hedge funds and large institutions have $1.57B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

114% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 36

31% more capital invested

Capital invested by funds: $1.2B → $1.57B (+$369M)

9% more funds holding

Funds holding: 142155 (+13)

2.43% more ownership

Funds ownership: 50.79%53.22% (+2.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
3.55%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
28
Increased
77
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$9.79M -$248K -8,914 -2%
TCM
27
Towercrest Capital Management
Pennsylvania
$8.72M +$6.84M +245,625 +366%
WI
28
WrapManager Inc
California
$8.16M -$586K -21,040 -7%
MFS
29
McNamara Financial Services
Massachusetts
$7.23M -$116K -4,165 -2%
AF
30
Advisornet Financial
Minnesota
$6.92M +$767K +27,560 +12%
AWMG
31
Alliance Wealth Management Group
New Jersey
$6.84M +$149K +5,334 +2%
PWPS
32
Pinnacle Wealth Planning Services
Ohio
$6.53M +$354K +12,700 +6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.08M +$5.35M +192,148 +742%
LFG
34
Larson Financial Group
Missouri
$5.63M -$71.5K -2,568 -1%
SHGA
35
Sand Hill Global Advisors
California
$5.35M +$5.34M +191,768 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$5.24M
BCM
37
Bluefin Capital Management
New York
$4.77M +$4.77M +171,177 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.68M +$845K +30,331 +22%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.49M +$183K +6,573 +4%
UBS Group
40
UBS Group
Switzerland
$4.38M +$963K +34,573 +28%
CA
41
Continuum Advisory
Idaho
$4.34M +$1.62M +58,236 +60%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$4.01M +$2.69M +96,595 +205%
QA
43
Quantitative Advantage
Minnesota
$3.72M -$84.2K -3,023 -2%
Morgan Stanley
44
Morgan Stanley
New York
$3.67M +$288K +10,332 +9%
FI
45
FormulaFolio Investments
Michigan
$3.63M -$16.6M -595,468 -82%
WP
46
WealthSource Partners
California
$3.48M +$787K +28,270 +29%
ACM
47
AlphaStar Capital Management
North Carolina
$3.39M -$504K -18,085 -13%
WAM
48
Watermark Asset Management
California
$3.13M +$18.7K +673 +0.6%
AI
49
Atria Investments
North Carolina
$3M +$1.55M +55,714 +107%
OC
50
Oarsman Capital
Wisconsin
$2.88M +$169K +6,055 +6%