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State Street SPDR Portfolio Aggregate Bond ETF

233 hedge funds and large institutions have $2.44B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 56

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $2.19B → $2.44B (+$243M)

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

4% more funds holding

Funds holding: 223233 (+10)

0.75% more ownership

Funds ownership: 58.79%59.55% (+0.75%)

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.06%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GP
26
Girard Partners
Pennsylvania
$17M +$1.08M +37,631 +7%
WA
27
Waverly Advisors
Alabama
$16.2M +$729K +25,454 +5%
BC
28
Brio Consultants
California
$15.1M -$246K -8,579 -2%
HCM
29
Horan Capital Management
Maryland
$14.9M +$1.02M +35,652 +8%
UCFA
30
United Capital Financial Advisors
Texas
$14.1M +$6.36M +222,035 +85%
SFG
31
StrategIQ Financial Group
Indiana
$14M +$346K +12,074 +3%
WI
32
WrapManager Inc
California
$13.5M +$683K +23,871 +5%
PI
33
PFS Investments
Georgia
$13.3M +$933K +32,582 +8%
PFA
34
Pure Financial Advisors
California
$12.8M +$311K +10,863 +3%
VC
35
Vicus Capital
Pennsylvania
$12.4M +$9.98M +348,772 +2,934%
MGIA
36
Moneta Group Investment Advisors
Missouri
$11.8M +$11.6M +403,565 New
WP
37
WealthPLAN Partners
Nebraska
$11.6M +$114K +3,973 +1%
ACA
38
Aptus Capital Advisors
Alabama
$11.3M +$1.74M +60,777 +19%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$11.3M +$5.47M +191,099 +98%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$11.2M -$860K -30,038 -7%
Bank of America
41
Bank of America
North Carolina
$11M +$555K +19,405 +5%
SWM
42
SigFig Wealth Management
California
$10.9M +$135K +4,729 +1%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$10.4M +$7.19M +251,252 +241%
GFPC
44
Global Financial Private Capital
Florida
$10.3M -$3.36M -117,232 -25%
AG
45
Advisor Group
Arizona
$10.2M +$2.8M +97,702 +39%
SAM
46
Stringer Asset Management
Tennessee
$9.55M -$498K -17,382 -5%
William Blair & Company
47
William Blair & Company
Illinois
$9.54M +$2.22M +77,450 +91%
AF
48
Advisornet Financial
Minnesota
$9.16M +$1.03M +35,927 +13%
SB
49
Strategic Blueprint
Georgia
$9.03M +$382K +13,343 +5%
FI
50
FormulaFolio Investments
Michigan
$8.85M +$440K +15,379 +5%