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State Street SPDR Portfolio Aggregate Bond ETF

223 hedge funds and large institutions have $2.19B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 62

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

2% more funds holding

Funds holding: 218223 (+5)

2% more capital invested

Capital invested by funds: $2.15B → $2.19B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

2.07% less ownership

Funds ownership: 60.87%58.79% (-2.1%)

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$15.1M +$748K +26,635 +5%
BC
27
Brio Consultants
California
$15M -$353K -12,571 -2%
HCM
28
Horan Capital Management
Maryland
$13.5M +$633K +22,544 +5%
GFPC
29
Global Financial Private Capital
Florida
$13.4M -$991K -35,285 -7%
SFG
30
StrategIQ Financial Group
Indiana
$13.4M +$1.53M +54,542 +13%
WI
31
WrapManager Inc
California
$12.6M +$1.94M +69,057 +19%
PFA
32
Pure Financial Advisors
California
$12.2M -$764K -27,228 -6%
PI
33
PFS Investments
Georgia
$12.1M +$4.07M +145,085 +52%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$11.9M +$2.04M +72,701 +21%
WP
35
WealthPLAN Partners
Nebraska
$11.1M +$412K +14,689 +4%
Morgan Stanley
36
Morgan Stanley
New York
$10.8M +$407K +14,485 +4%
SWM
37
SigFig Wealth Management
California
$10.5M +$336K +11,956 +3%
Bank of America
38
Bank of America
North Carolina
$10.2M -$5.8M -206,707 -37%
SAM
39
Stringer Asset Management
Tennessee
$9.84M +$269K +9,594 +3%
ACA
40
Aptus Capital Advisors
Alabama
$9.29M +$2.13M +75,915 +30%
ACM
41
AlphaStar Capital Management
North Carolina
$8.97M +$5.57M +198,383 +165%
SB
42
Strategic Blueprint
Georgia
$8.45M +$4.59M +163,518 +123%
FI
43
FormulaFolio Investments
Michigan
$8.22M +$3.68M +131,264 +84%
AF
44
Advisornet Financial
Minnesota
$7.94M +$105K +3,723 +1%
RWM
45
Ritholtz Wealth Management
New York
$7.81M -$14M -499,690 -65%
TCM
46
Towercrest Capital Management
Pennsylvania
$7.64M -$293K -10,452 -4%
WFPG
47
Waller Financial Planning Group
Ohio
$7.51M +$616K +21,946 +9%
UCFA
48
United Capital Financial Advisors
Texas
$7.46M +$5.99M +213,480 +445%
MFS
49
McNamara Financial Services
Massachusetts
$7.32M +$65.6K +2,338 +0.9%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$7.3M -$1.58M -56,327 -18%