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State Street SPDR Portfolio Aggregate Bond ETF

112 hedge funds and large institutions have $757M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

367% more funds holding in top 10

Funds holding in top 10: 314 (+11)

84% more funds holding

Funds holding: 61112 (+51)

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $536M → $757M (+$221M)

59.08% less ownership

Funds ownership: 111.91%52.83% (-59%)

Holders
112
Holders Change
+51
Holders Change %
+83.61%
% of All Funds
2.54%
Holding in Top 10
14
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+366.67%
% of All Funds
0.32%
New
57
Increased
28
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
51
Cerity Partners OCIO
New York
$1.14M +$1.14M +39,666 New
LFG
52
Larson Financial Group
Missouri
$1.13M +$1.13M +39,317 New
BA
53
Boston Advisors
Massachusetts
$1.11M +$110K +3,839 +11%
DWM
54
Destination Wealth Management
California
$1.1M
GFPC
55
Global Financial Private Capital
Florida
$1.05M -$45.8K -1,592 -4%
William Blair & Company
56
William Blair & Company
Illinois
$997K +$999K +34,692 New
ACG
57
Allen Capital Group
Nebraska
$937K +$939K +32,614 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$924K +$125K +4,349 +16%
BS
59
Banco Santander
Spain
$824K +$345K +12,000 +120%
AG
60
Advisor Group
Arizona
$771K +$423K +14,681 +121%
RA
61
RFG Advisory
Alabama
$734K +$735K +25,536 New
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$718K +$719K +24,990 New
SPC
63
Sigma Planning Corp
Michigan
$712K +$288K +10,018 +68%
MAS
64
Managed Account Services
Florida
$620K +$620K +21,556 New
IA
65
IFP Advisors
Florida
$605K +$921 +32 +0.2%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$567K +$568K +19,732 New
OMC
67
Old Mission Capital
Illinois
$558K +$559K +19,419 New
DWM
68
Darwin Wealth Management
Florida
$542K +$543K +18,856 New
ACP
69
Aveo Capital Partners
Colorado
$497K +$45.1K +1,568 +10%
MML Investors Services
70
MML Investors Services
Massachusetts
$457K +$55.4K +1,926 +14%
UCFA
71
United Capital Financial Advisors
Texas
$450K -$318K -11,054 -41%
GSC
72
G&S Capital
Colorado
$448K +$449K +15,587 New
RFA
73
Reilly Financial Advisors
California
$442K +$443K +15,388 New
CA
74
Continuum Advisory
Idaho
$419K +$419K +14,566 New
HS
75
Horan Securities
United States
$383K -$105K -3,661 -21%