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State Street SPDR Portfolio Aggregate Bond ETF

169 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

9% more funds holding

Funds holding: 155169 (+14)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$49.3M)

0.35% more ownership

Funds ownership: 53.22%53.57% (+0.35%)

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.86%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$2.49M -$494K -17,767 -17%
RIM
52
Redwood Investment Management
Arizona
$2.46M -$48.8K -1,752 -2%
RWM
53
Ritholtz Wealth Management
New York
$2.38M +$65K +2,337 +3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$2.33M +$1.11M +39,878 +90%
BS
55
Banco Santander
Spain
$2.33M
William Blair & Company
56
William Blair & Company
Illinois
$2.21M +$1.43M +51,546 +183%
FWM
57
Frontier Wealth Management
Missouri
$2.03M +$466K +16,737 +30%
AIS
58
Accurate Investment Solutions
Pennsylvania
$2.01M +$188K +6,764 +10%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.85M +$144K +5,185 +8%
AWA
60
Arete Wealth Advisors
Illinois
$1.84M -$236K -8,488 -11%
LPL Financial
61
LPL Financial
California
$1.78M +$220K +7,913 +14%
HIIFS
62
Harel Insurance Investments & Financial Services
Israel
$1.68M
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$1.62M +$624K +22,436 +62%
LA
64
LexAurum Advisors
Kansas
$1.53M +$430K +15,444 +39%
Renaissance Technologies
65
Renaissance Technologies
New York
$1.53M -$907K -32,600 -37%
Goldman Sachs
66
Goldman Sachs
New York
$1.49M
WFWM
67
Wechter Feldman Wealth Management
New Jersey
$1.42M +$392K +14,101 +38%
BA
68
Boston Advisors
Massachusetts
$1.38M -$26.9K -965 -2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.36M -$13.1K -469 -0.9%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$307K +11,024 +30%
BFA
71
Beaumont Financial Advisors
Massachusetts
$1.26M
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.18M -$4.88M -175,348 -80%
SWP
73
Strategic Wealth Partners
Ohio
$1.16M +$8.77K +315 +0.8%
AG
74
Advisor Group
Arizona
$1.04M +$255K +9,151 +32%
SFG
75
SNS Financial Group
Minnesota
$1.03M +$101K +3,619 +11%