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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
AWA
76
Arete Wealth Advisors
Illinois
$827K +$828K +29,361 New
AG
77
Advisor Group
Arizona
$810K +$54.8K +1,944 +7%
Mariner
78
Mariner
Kansas
$757K +$758K +26,874 New
William Blair & Company
79
William Blair & Company
Illinois
$752K -$226K -8,000 -23%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$729K +$174K +6,151 +31%
RFA
81
Reilly Financial Advisors
California
$721K +$288K +10,206 +66%
RVPG
82
Relative Value Partners Group
$699K +$701K +24,840 New
WFWM
83
Wechter Feldman Wealth Management
New Jersey
$672K +$363K +12,884 +117%
SPC
84
Sigma Planning Corp
Michigan
$665K -$32.7K -1,158 -5%
FC
85
Financial Consulate
Maryland
$646K +$647K +22,943 New
ACP
86
Aveo Capital Partners
Colorado
$629K +$141K +5,013 +29%
IA
87
IFP Advisors
Florida
$605K
SFG
88
SNS Financial Group
Minnesota
$587K +$588K +20,831 New
GSC
89
G&S Capital
Colorado
$575K +$137K +4,846 +31%
PAG
90
Private Advisor Group
New Jersey
$553K +$554K +19,632 New
NB
91
Nicolet Bankshares
Wisconsin
$472K +$473K +16,768 New
RJFSA
92
Raymond James Financial Services Advisors
Florida
$471K -$846K -29,979 -64%
MA
93
Mutual Advisors
Nebraska
$459K +$459K +16,288 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$452K +$454K +16,106 New
FC
95
Forte Capital
New York
$450K +$451K +15,981 New
PWA
96
Peterson Wealth Advisors
Utah
$435K +$436K +15,439 New
AIS
97
Accurate Investment Solutions
Pennsylvania
$405K +$348K +12,353 +606%
AA
98
Alesco Advisors
New York
$379K +$379K +13,450 New
BCMIO
99
Beacon Capital Management Inc (Ohio)
Ohio
$363K +$18.2K +646 +5%
RA
100
Rational Advisors
New York
$353K +$354K +12,534 New