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State Street SPDR Portfolio Aggregate Bond ETF

309 hedge funds and large institutions have $3.47B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 5668 (+12)

10% more capital invested

Capital invested by funds: $3.17B → $3.47B (+$302M)

6% more funds holding

Funds holding: 291309 (+18)

3.81% more ownership

Funds ownership: 66.87%70.69% (+3.8%)

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.81%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$32.5M -$5.84M -196,296 -15%
SPA
27
Sentinel Pension Advisors
Massachusetts
$32.5M +$3.55M +119,542 +13%
MD
28
Money Design
Japan
$31.6M +$2.19M +73,773 +8%
CCFM
29
Clear Creek Financial Management
Washington
$30.1M +$9.72M +327,138 +50%
MFS
30
McNamara Financial Services
Massachusetts
$29.7M +$471K +15,840 +2%
PAG
31
Private Advisor Group
New Jersey
$29.2M +$27.6M +929,400 +2,500%
ASW
32
Astoria Strategic Wealth
Texas
$29.1M -$1.62M -54,654 -5%
GFPC
33
Global Financial Private Capital
Florida
$28.3M -$1.08M -36,222 -4%
Wells Fargo
34
Wells Fargo
California
$27.4M +$1.89M +63,694 +8%
NAS
35
Nicolet Advisory Services
Wisconsin
$26.8M -$12.8M -431,405 -33%
UCFA
36
United Capital Financial Advisors
Texas
$26.8M +$249K +8,375 +1%
GP
37
Girard Partners
Pennsylvania
$25.5M +$5.36M +180,182 +27%
BSWM
38
Boston Standard Wealth Management
Massachusetts
$25.4M -$1.16M -38,868 -4%
Bank of America
39
Bank of America
North Carolina
$25M +$4.24M +142,796 +21%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$24.8M +$12.2M +409,084 +99%
NC
41
NewSquare Capital
Pennsylvania
$24.1M +$23.7M +796,639 New
SA
42
Stewardship Advisors
Pennsylvania
$24.1M +$9.05M +304,560 +62%
HWA
43
Heartwood Wealth Advisors
Virginia
$22.6M +$5.59M +188,097 +34%
WA
44
Waverly Advisors
Alabama
$21.3M +$1.29M +43,277 +7%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$19M +$1.47M +49,398 +9%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$18.7M +$13.9M +466,979 +304%
GLA
47
Good Life Advisors
Pennsylvania
$18.7M +$18.4M +619,386 New
Truist Financial
48
Truist Financial
North Carolina
$17.7M +$17.4M +586,981 New
FSG
49
Financial Strategies Group
Michigan
$16.7M -$2.42M -81,323 -13%
BC
50
Brio Consultants
California
$16.5M -$290K -9,762 -2%