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State Street SPDR Portfolio Aggregate Bond ETF

64 hedge funds and large institutions have $533M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.93% less ownership

Funds ownership: 101.83%98.9% (-2.9%)

7% less capital invested

Capital invested by funds: $576M → $533M (-$42.9M)

10% less funds holding

Funds holding: 7164 (-7)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
24
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$185K +$185K +6,422 New
AG
52
Advisor Group
Arizona
$178K +$460 +16 +0.3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$44K +$58 +2 +0.1%
RCA
54
Rowland Carmichael Advisors
Arizona
$20K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$20K +$20.4K +708 New
Citigroup
56
Citigroup
New York
$18K
FCMT
57
Founders Capital Management (Texas)
Texas
$17K
EDRH
58
Edmond de Rothschild Holding
Switzerland
$10K
GWM
59
Geneos Wealth Management
Colorado
$5K
CJA
60
C-J Advisory
California
$2K
BlackRock
61
BlackRock
New York
$1K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
-$9.94M -348,054 Closed
RVPG
63
Relative Value Partners Group
-$960K -33,640 Closed
BFG
64
Bouchey Financial Group
New York
-$782K -27,364 Closed
IA
65
IndexIQ Advisors
New York
-$751K -26,106 -100%
BCM
66
Bluefin Capital Management
New York
-$551K -19,306 Closed
CWM
67
Concert Wealth Management
California
-$543K -19,098 Closed
OMC
68
Old Mission Capital
Illinois
-$310K -10,854 Closed
Millennium Management
69
Millennium Management
New York
-$250K -8,768 Closed
OAM
70
Oxford Asset Management
United Kingdom
-$237K -8,310 Closed
SB
71
Suntrust Banks
Georgia
-$216K -7,560 Closed
RJA
72
Raymond James & Associates
Florida
-$214K -7,484 Closed
FHA
73
First Horizon Advisors
Tennessee
-$3K -110 Closed
Creative Planning
74
Creative Planning
Kansas
-$2K -68 Closed
ASN
75
Advisory Services Network
Georgia
+$173 +6 New