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State Street SPDR Portfolio Aggregate Bond ETF

169 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

9% more funds holding

Funds holding: 155169 (+14)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$49.3M)

0.35% more ownership

Funds ownership: 53.22%53.57% (+0.35%)

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.86%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$10.1M +$518K +18,633 +5%
WCWM
27
Willow Creek Wealth Management
California
$10.1M -$125K -4,487 -1%
SWM
28
SigFig Wealth Management
California
$9.88M +$33.1K +1,188 +0.3%
GFPC
29
Global Financial Private Capital
Florida
$9.14M -$793K -28,487 -8%
TCM
30
Towercrest Capital Management
Pennsylvania
$8.7M +$34.1K +1,227 +0.4%
AF
31
Advisornet Financial
Minnesota
$7.28M +$409K +14,698 +6%
MFS
32
McNamara Financial Services
Massachusetts
$7.25M +$60.2K +2,164 +0.8%
PWPS
33
Pinnacle Wealth Planning Services
Ohio
$7.05M +$573K +20,601 +9%
AWMG
34
Alliance Wealth Management Group
New Jersey
$6.81M +$11.8K +423 +0.2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$6.08M +$922K +33,133 +18%
LFG
36
Larson Financial Group
Missouri
$5.54M -$61.9K -2,223 -1%
CA
37
Continuum Advisory
Idaho
$5.12M +$822K +29,542 +19%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$5.03M +$388K +13,950 +8%
UBS Group
39
UBS Group
Switzerland
$4.36M +$6.51K +234 +0.1%
FI
40
FormulaFolio Investments
Michigan
$4.34M +$733K +26,335 +20%
Morgan Stanley
41
Morgan Stanley
New York
$3.82M +$167K +5,996 +5%
SHGA
42
Sand Hill Global Advisors
California
$3.61M -$1.71M -61,570 -32%
WP
43
WealthSource Partners
California
$3.5M +$45.1K +1,621 +1%
QA
44
Quantitative Advantage
Minnesota
$3.5M -$199K -7,158 -5%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$3.4M -$1.06M -38,269 -24%
ACM
46
AlphaStar Capital Management
North Carolina
$3.16M -$207K -7,425 -6%
WAM
47
Watermark Asset Management
California
$3.16M +$46.2K +1,662 +1%
DWM
48
Darwin Wealth Management
Florida
$3.15M +$3.16M +113,667 New
OC
49
Oarsman Capital
Wisconsin
$3.02M +$164K +5,884 +6%
RCIM
50
Red Cedar Investment Management
Michigan
$2.77M +$2.79M +100,118 New