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State Street SPDR Portfolio Aggregate Bond ETF

248 hedge funds and large institutions have $2.96B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 56

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$524M)

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

6% more funds holding

Funds holding: 233248 (+15)

3.19% more ownership

Funds ownership: 59.55%62.73% (+3.2%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.44%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
AlphaStar Capital Management
North Carolina
$10.7M +$2.7M +91,696 +34%
Jane Street
52
Jane Street
New York
$9.83M +$9.53M +323,787 +4,192%
SB
53
Strategic Blueprint
Georgia
$9.63M +$449K +15,270 +5%
AF
54
Advisornet Financial
Minnesota
$9.57M +$262K +8,922 +3%
LPL Financial
55
LPL Financial
California
$9.56M +$4.21M +143,216 +80%
EGA
56
E&G Advisors
Texas
$9.55M +$2.96M +100,591 +45%
SAM
57
Stringer Asset Management
Tennessee
$9.21M -$483K -16,426 -5%
WFPG
58
Waller Financial Planning Group
Ohio
$9.01M +$520K +17,673 +6%
W
59
Wealthquest
Ohio
$8.65M +$2.63M +89,229 +44%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$8.31M +$505K +17,171 +7%
CA
61
Continuum Advisory
Idaho
$8.21M +$811K +27,569 +11%
RWM
62
Ritholtz Wealth Management
New York
$8.21M -$7.8K -265 -0.1%
PWPS
63
Pinnacle Wealth Planning Services
Ohio
$8.14M +$1.34M +45,674 +18%
MA
64
Mutual Advisors
Nebraska
$7.95M +$6.25M +212,491 +381%
EFL
65
ERn Financial LLC
Wisconsin
$7.94M +$653K +22,203 +9%
TCM
66
Towercrest Capital Management
Pennsylvania
$7.83M +$352K +11,979 +5%
DWM
67
Darwin Wealth Management
Florida
$7.63M +$974K +33,105 +15%
AWMG
68
Alliance Wealth Management Group
New Jersey
$7.56M +$356K +12,087 +5%
MFS
69
McNamara Financial Services
Massachusetts
$7.55M -$47.9K -1,629 -0.6%
ACA
70
Aptus Capital Advisors
Alabama
$6.92M -$4.5M -152,914 -40%
WFWM
71
Wechter Feldman Wealth Management
New Jersey
$6.88M +$2.81M +95,551 +70%
UBS Group
72
UBS Group
Switzerland
$6.76M +$784K +26,645 +13%
SC
73
Savant Capital
Illinois
$6.41M +$185K +6,272 +3%
LFG
74
Larson Financial Group
Missouri
$6.24M -$720K -24,466 -10%
BCM
75
Bluefin Capital Management
New York
$5.7M +$2.96M +100,512 +109%