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State Street SPDR Portfolio Aggregate Bond ETF

155 hedge funds and large institutions have $1.57B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

114% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 36

31% more capital invested

Capital invested by funds: $1.2B → $1.57B (+$369M)

9% more funds holding

Funds holding: 142155 (+13)

2.43% more ownership

Funds ownership: 50.79%53.22% (+2.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
3.55%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
28
Increased
77
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
76
Allen Capital Group
Nebraska
$1.06M -$348K -12,504 -25%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$588K +21,117 +131%
WFWM
78
Wechter Feldman Wealth Management
New Jersey
$1.03M +$367K +13,183 +55%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$1M +$127K +4,549 +14%
BJL
80
Brighton Jones LLC
Washington
$946K +$944K +33,913 New
MAS
81
Managed Account Services
Florida
$936K -$147K -5,284 -14%
SFG
82
SNS Financial Group
Minnesota
$934K +$352K +12,642 +61%
NEIRG
83
New England Investment & Retirement Group
Massachusetts
$930K +$9.91K +356 +1%
CWM
84
Cornerstone Wealth Management
Missouri
$894K +$692K +24,863 New
Mariner
85
Mariner
Kansas
$879K +$129K +4,635 +17%
AG
86
Advisor Group
Arizona
$796K -$6.54K -235 -0.8%
William Blair & Company
87
William Blair & Company
Illinois
$786K +$41.8K +1,500 +6%
RFA
88
Reilly Financial Advisors
California
$778K +$64.4K +2,313 +9%
RVPG
89
Relative Value Partners Group
$693K
RA
90
Rational Advisors
New York
$677K +$327K +11,743 +94%
CF
91
Centaurus Financial
California
$662K +$660K +23,719 New
FC
92
Financial Consulate
Maryland
$620K -$19.9K -713 -3%
IA
93
IFP Advisors
Florida
$620K +$32.5K +1,169 +6%
MWPCG
94
Measured Wealth Private Client Group
New Hampshire
$618K +$618K +22,184 New
ACP
95
Aveo Capital Partners
Colorado
$587K -$35.6K -1,278 -6%
AA
96
Alesco Advisors
New York
$584K +$209K +7,503 +56%
GSC
97
G&S Capital
Colorado
$576K +$6.13K +220 +1%
SPC
98
Sigma Planning Corp
Michigan
$566K -$92.3K -3,316 -14%
FC
99
Forte Capital
New York
$510K +$64.6K +2,319 +15%
MA
100
Mutual Advisors
Nebraska
$491K +$36.9K +1,327 +8%