We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

248 hedge funds and large institutions have $2.96B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 56

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$524M)

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

6% more funds holding

Funds holding: 233248 (+15)

3.19% more ownership

Funds ownership: 59.55%62.73% (+3.2%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.44%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$21M +$20.8M +708,250 New
CCFM
27
Clear Creek Financial Management
Washington
$20.6M -$555K -18,864 -3%
RIM
28
Redwood Investment Management
Arizona
$20.3M -$2.08M -70,589 -9%
Bank of America
29
Bank of America
North Carolina
$19.2M +$7.96M +270,585 +72%
GP
30
Girard Partners
Pennsylvania
$18.3M +$1.07M +36,363 +6%
WA
31
Waverly Advisors
Alabama
$18M +$1.56M +52,887 +10%
VBFP
32
Valtinson Bruner Financial Planning
Minnesota
$17.4M +$17.4M +591,512 New
AG
33
Advisor Group
Arizona
$16.9M +$6.56M +223,021 +64%
HCM
34
Horan Capital Management
Maryland
$15.9M +$773K +26,266 +5%
WI
35
WrapManager Inc
California
$15.3M +$1.56M +52,865 +11%
SFG
36
StrategIQ Financial Group
Indiana
$14.7M +$430K +14,631 +3%
BC
37
Brio Consultants
California
$14.5M -$752K -25,547 -5%
Citadel Advisors
38
Citadel Advisors
Florida
$14.5M +$7.84M +266,378 +119%
PI
39
PFS Investments
Georgia
$14.4M +$900K +30,606 +7%
FI
40
FormulaFolio Investments
Michigan
$13.3M +$4.28M +145,399 +48%
FWM
41
Focused Wealth Management
New York
$12.7M -$13.4M -456,627 -52%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$12.4M +$988K +33,573 +9%
PFA
43
Pure Financial Advisors
California
$12.4M -$623K -21,184 -5%
VC
44
Vicus Capital
Pennsylvania
$12.4M -$10.2M -348,296 -97%
APC
45
Aspire Private Capital
North Carolina
$12M +$8.84M +300,343 +283%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$12M +$606K +20,586 +5%
WP
47
WealthPLAN Partners
Nebraska
$11.6M +$85.4K +2,903 +0.7%
MGIA
48
Moneta Group Investment Advisors
Missouri
$11.6M -$375K -12,742 -3%
SWM
49
SigFig Wealth Management
California
$11.1M +$50.3K +1,709 +0.5%
William Blair & Company
50
William Blair & Company
Illinois
$10.8M +$647K +22,000 +14%