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State Street SPDR Portfolio Aggregate Bond ETF

309 hedge funds and large institutions have $3.47B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 5668 (+12)

10% more capital invested

Capital invested by funds: $3.17B → $3.47B (+$302M)

6% more funds holding

Funds holding: 291309 (+18)

3.81% more ownership

Funds ownership: 66.87%70.69% (+3.8%)

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.81%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$16.3M +$16M +539,432 New
VBFP
52
Valtinson Bruner Financial Planning
Minnesota
$15.9M +$1.16M +38,913 +8%
FWM
53
Focused Wealth Management
New York
$15.2M +$357K +12,026 +2%
SFG
54
StrategIQ Financial Group
Indiana
$14.1M -$1.55M -52,165 -10%
PI
55
PFS Investments
Georgia
$13.8M -$1.31M -43,913 -9%
HR
56
Hayden Royal
North Carolina
$13.1M -$5M -168,080 -28%
TWM
57
Trinity Wealth Management
Pennsylvania
$12.9M +$1.93M +64,934 +18%
APC
58
Aspire Private Capital
North Carolina
$12.2M +$632K +21,272 +6%
T
59
TrueFG
Texas
$11.9M -$2.52M -84,912 -18%
MA
60
Mutual Advisors
Nebraska
$11.7M +$909K +30,578 +9%
RWM
61
Reston Wealth Management
Virginia
$11.5M +$10.6M +356,767 +1,458%
WFPG
62
Waller Financial Planning Group
Ohio
$11.4M +$2.12M +71,329 +23%
WI
63
WrapManager Inc
California
$11.2M -$5.12M -172,207 -32%
SWM
64
SigFig Wealth Management
California
$11.1M -$558K -18,784 -5%
WP
65
WealthPLAN Partners
Nebraska
$10.8M -$1.52M -50,969 -13%
PFG
66
PAX Financial Group
Texas
$10.5M -$298K -10,013 -3%
AF
67
Advisornet Financial
Minnesota
$10.3M +$653K +21,969 +7%
JSL
68
JT Stratford LLC
Georgia
$10M +$699K +23,523 +8%
DWM
69
Darwin Wealth Management
Florida
$9.67M +$1.03M +34,532 +12%
EGA
70
E&G Advisors
Texas
$9.38M -$367K -12,354 -4%
ACM
71
AlphaStar Capital Management
North Carolina
$9.36M -$3.78M -127,049 -29%
FHC
72
First Heartland Consultants
Missouri
$8.96M +$8.81M +296,330 New
MGIA
73
Moneta Group Investment Advisors
Missouri
$8.88M -$3.14M -105,543 -26%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$8.69M +$675K +22,703 +9%
OMC
75
Old Mission Capital
Illinois
$8.55M -$3.59M -120,700 -30%