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State Street SPDR Portfolio Aggregate Bond ETF

218 hedge funds and large institutions have $2.15B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 20

74% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 46

48% more funds holding in top 10

Funds holding in top 10: 2334 (+11)

33% more capital invested

Capital invested by funds: $1.62B → $2.15B (+$536M)

29% more funds holding

Funds holding: 169218 (+49)

7.3% more ownership

Funds ownership: 53.57%60.87% (+7.3%)

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.86%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.76%
New
70
Increased
80
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$14M +$4.79M +174,394 +53%
WA
27
Waverly Advisors
Alabama
$14M +$469K +17,058 +4%
FWM
28
Focused Wealth Management
New York
$13.5M +$1.04M +37,717 +8%
PFA
29
Pure Financial Advisors
California
$12.7M -$4.85M -176,262 -28%
HCM
30
Horan Capital Management
Maryland
$12.6M +$63.2K +2,300 +0.5%
SFG
31
StrategIQ Financial Group
Indiana
$11.5M -$1.16M -42,310 -9%
WP
32
WealthPLAN Partners
Nebraska
$10.5M +$114K +4,147 +1%
WI
33
WrapManager Inc
California
$10.3M -$405K -14,740 -4%
Morgan Stanley
34
Morgan Stanley
New York
$10.1M +$6.23M +226,539 +164%
SWM
35
SigFig Wealth Management
California
$9.93M +$20K +729 +0.2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$9.55M +$8.07M +293,678 +598%
SAM
37
Stringer Asset Management
Tennessee
$9.33M +$9.21M +335,070 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$8.69M +$2.55M +92,729 +42%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$8.66M +$1.55M +56,516 +22%
TCM
40
Towercrest Capital Management
Pennsylvania
$7.75M -$985K -35,826 -11%
PI
41
PFS Investments
Georgia
$7.73M +$7.63M +277,686 New
ZIM
42
Zacks Investment Management
Illinois
$7.73M +$7.63M +277,477 New
AF
43
Advisornet Financial
Minnesota
$7.64M +$320K +11,635 +4%
MFS
44
McNamara Financial Services
Massachusetts
$7.22M -$27K -982 -0.4%
ACA
45
Aptus Capital Advisors
Alabama
$6.95M +$6.86M +249,663 New
WFPG
46
Waller Financial Planning Group
Ohio
$6.78M +$6.69M +243,373 New
AWMG
47
Alliance Wealth Management Group
New Jersey
$6.67M -$168K -6,106 -2%
William Blair & Company
48
William Blair & Company
Illinois
$6.23M +$726K +26,406 +33%
EFL
49
ERn Financial LLC
Wisconsin
$6.22M +$6.14M +223,272 New
WFWM
50
Wechter Feldman Wealth Management
New Jersey
$5.87M +$4.39M +159,580 +312%