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State Street SPDR Portfolio Aggregate Bond ETF

248 hedge funds and large institutions have $2.96B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 56

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$524M)

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

6% more funds holding

Funds holding: 233248 (+15)

3.19% more ownership

Funds ownership: 59.55%62.73% (+3.2%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.44%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SlateStone Wealth
Florida
$5.62M +$180K +6,128 +3%
ACG
77
Allen Capital Group
Nebraska
$5.31M +$4.18M +142,008 +384%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$5.25M +$2.02M +68,749 +63%
AC
79
Alexandria Capital
Virginia
$5.03M +$984K +33,446 +25%
BS
80
Banco Santander
Spain
$4.88M
AWA
81
Arete Wealth Advisors
Illinois
$4.75M +$243K +8,263 +5%
WCWM
82
Willow Creek Wealth Management
California
$4.72M +$130K +4,417 +3%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$4.51M +$135K +4,599 +3%
OMC
84
Old Mission Capital
Illinois
$4.49M -$761K -25,858 -15%
WP
85
WealthShield Partners
North Carolina
$4.4M +$2.24M +76,145 +105%
QA
86
Quantitative Advantage
Minnesota
$4.17M +$118K +3,994 +3%
BHWM
87
Bay Harbor Wealth Management
Maryland
$4.15M +$3M +102,129 +269%
SHGA
88
Sand Hill Global Advisors
California
$4.11M
IA
89
IFP Advisors
Florida
$3.91M +$3.88M +131,972 New
JSL
90
JT Stratford LLC
Georgia
$3.67M +$3.64M +123,690 New
Mariner
91
Mariner
Kansas
$3.66M +$1.37M +46,632 +61%
AP
92
Appleton Partners
Massachusetts
$3.65M +$607K +20,633 +20%
HI
93
Horizon Investments
North Carolina
$3.61M +$173K +5,895 +5%
AA
94
Alesco Advisors
New York
$3.48M +$1.06M +35,953 +44%
OC
95
Oarsman Capital
Wisconsin
$3.44M +$196K +6,666 +6%
AI
96
Atria Investments
North Carolina
$3.31M +$1.23M +41,821 +60%
LA
97
LexAurum Advisors
Kansas
$3.31M +$385K +13,080 +13%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$3.27M -$297K -10,090 -8%
NI
99
NYL Investors
New York
$3.27M +$14.7K +500 +0.5%
PWM
100
Paulson Wealth Management
Illinois
$3.27M +$88.6K +3,013 +3%