We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

223 hedge funds and large institutions have $2.19B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 62

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

2% more funds holding

Funds holding: 218223 (+5)

2% more capital invested

Capital invested by funds: $2.15B → $2.19B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

2.07% less ownership

Funds ownership: 60.87%58.79% (-2.1%)

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NI
76
NYL Investors
New York
$3.16M +$107K +3,800 +4%
HI
77
Horizon Investments
North Carolina
$3.12M +$977K +34,788 +47%
OC
78
Oarsman Capital
Wisconsin
$3.07M +$480K +17,109 +19%
AI
79
Atria Investments
North Carolina
$3M +$929K +33,109 +46%
PWM
80
Paulson Wealth Management
Illinois
$2.97M +$1.77M +62,942 +153%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$2.96M +$1.07M +37,984 +57%
AWA
82
Arete Wealth Advisors
Illinois
$2.94M +$1.17M +41,629 +68%
EGA
83
E&G Advisors
Texas
$2.87M +$2.34M +83,433 +486%
RCIM
84
Red Cedar Investment Management
Michigan
$2.84M
FWM
85
Frontier Wealth Management
Missouri
$2.72M +$452K +16,089 +20%
VDFA
86
Vickerman & Driscoll Financial Advisors
Washington
$2.52M +$2.48M +88,293 New
LA
87
LexAurum Advisors
Kansas
$2.51M +$385K +13,712 +18%
LPL Financial
88
LPL Financial
California
$2.33M -$525K -18,693 -19%
FFS
89
Founders Financial Securities
Maryland
$2.32M +$812K +28,925 +55%
MML Investors Services
90
MML Investors Services
Massachusetts
$2.28M +$160K +5,685 +8%
AP
91
Appleton Partners
Massachusetts
$2.2M +$862K +30,705 +66%
Mariner
92
Mariner
Kansas
$2.19M +$1.11M +39,612 +107%
AA
93
Alesco Advisors
New York
$2.18M +$811K +28,900 +61%
MAFM
94
Mid Atlantic Financial Management
Pennsylvania
$2.09M -$1.64M -58,443 -44%
AIS
95
Accurate Investment Solutions
Pennsylvania
$2.09M -$331K -11,807 -14%
Principal Financial Group
96
Principal Financial Group
Iowa
$2.04M +$6.49K +231 +0.3%
CIC
97
Carnegie Investment Counsel
Ohio
$1.85M -$4.1K -146 -0.2%
MWPCG
98
Measured Wealth Private Client Group
New Hampshire
$1.8M +$470K +16,740 +36%
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
$1.73M
CWM
100
Cahaba Wealth Management
Georgia
$1.66M +$6.99K +249 +0.4%