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State Street SPDR Portfolio Aggregate Bond ETF

233 hedge funds and large institutions have $2.44B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 56

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $2.19B → $2.44B (+$243M)

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

4% more funds holding

Funds holding: 223233 (+10)

0.75% more ownership

Funds ownership: 58.79%59.55% (+0.75%)

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.06%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
76
Sand Hill Global Advisors
California
$4.04M
WFWM
77
Wechter Feldman Wealth Management
New Jersey
$3.99M -$2.23M -78,045 -36%
QA
78
Quantitative Advantage
Minnesota
$3.99M +$708K +24,740 +22%
AC
79
Alexandria Capital
Virginia
$3.98M +$32K +1,117 +0.8%
EWM
80
Executive Wealth Management
Michigan
$3.9M +$3.83M +133,743 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$3.52M +$166K +5,798 +5%
HI
82
Horizon Investments
North Carolina
$3.38M +$184K +6,421 +6%
NI
83
NYL Investors
New York
$3.21M -$20K -700 -0.6%
OC
84
Oarsman Capital
Wisconsin
$3.19M +$52K +1,815 +2%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$3.16M +$2.83M +98,989 +1,056%
PWM
86
Paulson Wealth Management
Illinois
$3.12M +$90.7K +3,170 +3%
APC
87
Aspire Private Capital
North Carolina
$3.1M -$347K -12,113 -10%
AP
88
Appleton Partners
Massachusetts
$2.99M +$725K +25,335 +33%
MWPCG
89
Measured Wealth Private Client Group
New Hampshire
$2.88M +$1.02M +35,619 +56%
LA
90
LexAurum Advisors
Kansas
$2.87M +$300K +10,486 +12%
RC
91
Roundview Capital
New Jersey
$2.81M +$2.54M +88,885 +1,168%
BCM
92
Bluefin Capital Management
New York
$2.68M +$2.63M +91,890 New
VDFA
93
Vickerman & Driscoll Financial Advisors
Washington
$2.66M +$87.1K +3,043 +3%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2.6M +$1.34M +46,641 +109%
FFS
95
Founders Financial Securities
Maryland
$2.58M +$202K +7,045 +9%
AA
96
Alesco Advisors
New York
$2.37M +$144K +5,042 +7%
MML Investors Services
97
MML Investors Services
Massachusetts
$2.34M +$9.16K +320 +0.4%
Mariner
98
Mariner
Kansas
$2.24M +$7.76K +271 +0.4%
Principal Financial Group
99
Principal Financial Group
Iowa
$2.24M +$149K +5,203 +7%
WP
100
WealthShield Partners
North Carolina
$2.11M -$1.7M -59,416 -45%