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State Street SPDR Portfolio Aggregate Bond ETF

218 hedge funds and large institutions have $2.15B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 20

74% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 46

48% more funds holding in top 10

Funds holding in top 10: 2334 (+11)

33% more capital invested

Capital invested by funds: $1.62B → $2.15B (+$536M)

29% more funds holding

Funds holding: 169218 (+49)

7.3% more ownership

Funds ownership: 53.57%60.87% (+7.3%)

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.86%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.76%
New
70
Increased
80
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
Larson Financial Group
Missouri
$5.71M +$143K +5,203 +3%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$5.19M +$129K +4,703 +3%
CA
53
Continuum Advisory
Idaho
$5.15M -$15.7K -572 -0.3%
W
54
Wealthquest
Ohio
$5.03M +$4.97M +180,729 New
WCWM
55
Willow Creek Wealth Management
California
$4.54M -$5.54M -201,619 -55%
FI
56
FormulaFolio Investments
Michigan
$4.34M
UBS Group
57
UBS Group
Switzerland
$4.25M -$129K -4,681 -3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$4.03M +$3.97M +144,553 New
SHGA
59
Sand Hill Global Advisors
California
$3.86M +$231K +8,412 +6%
CW
60
CreativeOne Wealth
Kansas
$3.75M +$3.7M +134,658 New
SB
61
Strategic Blueprint
Georgia
$3.69M +$3.64M +132,589 New
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
$3.67M +$3.62M +131,646 New
OMC
63
Old Mission Capital
Illinois
$3.65M +$3.14M +114,317 +690%
WP
64
WealthSource Partners
California
$3.35M -$165K -5,999 -5%
ACM
65
AlphaStar Capital Management
North Carolina
$3.35M +$166K +6,043 +5%
RIM
66
Redwood Investment Management
Arizona
$3.3M +$817K +29,716 +33%
AC
67
Alexandria Capital
Virginia
$3.25M +$2.88M +104,715 +880%
QA
68
Quantitative Advantage
Minnesota
$3.19M -$323K -11,746 -9%
AG
69
Advisor Group
Arizona
$3.18M +$2.1M +76,568 +203%
APC
70
Aspire Private Capital
North Carolina
$3.06M +$3.02M +109,731 New
WAM
71
Watermark Asset Management
California
$3M -$169K -6,166 -5%
NI
72
NYL Investors
New York
$2.98M +$2.94M +106,900 New
LPL Financial
73
LPL Financial
California
$2.79M +$989K +35,977 +56%
RCIM
74
Red Cedar Investment Management
Michigan
$2.79M
OC
75
Oarsman Capital
Wisconsin
$2.52M -$513K -18,653 -17%