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State Street SPDR Portfolio Aggregate Bond ETF

142 hedge funds and large institutions have $1.2B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

59% more capital invested

Capital invested by funds: $757M → $1.2B (+$443M)

27% more funds holding

Funds holding: 112142 (+30)

2.03% less ownership

Funds ownership: 52.83%50.79% (-2%)

Holders
142
Holders Change
+30
Holders Change %
+26.79%
% of All Funds
3.25%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.57%
New
44
Increased
61
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
51
Redwood Investment Management
Arizona
$2.61M +$2.61M +92,685 New
BS
52
Banco Santander
Spain
$2.36M +$1.75M +62,000 +282%
RWM
53
Ritholtz Wealth Management
New York
$2.28M +$2.29M +81,041 New
Goldman Sachs
54
Goldman Sachs
New York
$2.27M +$215K +7,627 +10%
TCM
55
Towercrest Capital Management
Pennsylvania
$1.89M +$1.9M +67,190 New
LPL Financial
56
LPL Financial
California
$1.76M -$119K -4,201 -6%
EWF
57
Epstein & White Financial
California
$1.72M +$1.73M +61,434 New
HIIFS
58
Harel Insurance Investments & Financial Services
Israel
$1.71M
MML Investors Services
59
MML Investors Services
Massachusetts
$1.58M +$1.14M +40,288 +253%
AI
60
Atria Investments
North Carolina
$1.46M +$1.46M +51,904 New
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.44M -$100K -3,556 -6%
ACG
62
Allen Capital Group
Nebraska
$1.42M +$507K +17,966 +55%
BA
63
Boston Advisors
Massachusetts
$1.38M +$288K +10,216 +26%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.37M +$42.8K +1,517 +3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.33M -$267K -9,455 -17%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$1.3M -$109K -3,873 -8%
FCH
67
Freestone Capital Holdings
Washington
$1.25M
MAS
68
Managed Account Services
Florida
$1.09M +$488K +17,302 +80%
DWM
69
Destination Wealth Management
California
$1.08M
LA
70
LexAurum Advisors
Kansas
$1.01M -$297K -10,529 -23%
Renaissance Technologies
71
Renaissance Technologies
New York
$957K +$635K +22,507 +196%
DWM
72
Darwin Wealth Management
Florida
$931K -$532K -18,856 Closed
NEIRG
73
New England Investment & Retirement Group
Massachusetts
$929K +$930K +32,975 New
SWP
74
Strategic Wealth Partners
Ohio
$897K +$877K +31,085 +4,079%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$884K -$21.7K -769 -2%