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State Street SPDR Portfolio Aggregate Bond ETF

309 hedge funds and large institutions have $3.47B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 5668 (+12)

10% more capital invested

Capital invested by funds: $3.17B → $3.47B (+$302M)

6% more funds holding

Funds holding: 291309 (+18)

3.81% more ownership

Funds ownership: 66.87%70.69% (+3.8%)

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.81%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Towercrest Capital Management
Pennsylvania
$8.42M +$433K +14,560 +6%
SAM
77
Stringer Asset Management
Tennessee
$8.38M -$1.04M -35,057 -11%
FAAM
78
First Ascent Asset Management
Colorado
$8.2M +$1.27M +42,728 +19%
WFWM
79
Wechter Feldman Wealth Management
New Jersey
$8.13M +$976K +32,845 +14%
AWMG
80
Alliance Wealth Management Group
New Jersey
$7.94M +$226K +7,605 +3%
AI
81
Atria Investments
North Carolina
$7.63M +$5.34M +179,791 +247%
AC
82
Alexandria Capital
Virginia
$7.63M +$2.21M +74,412 +42%
PWPS
83
Pinnacle Wealth Planning Services
Ohio
$7.41M -$452K -15,196 -6%
PFA
84
Pure Financial Advisors
California
$7.36M -$5.61M -188,685 -44%
RWM
85
Ritholtz Wealth Management
New York
$6.96M -$1.44M -48,601 -17%
FI
86
FormulaFolio Investments
Michigan
$6.17M -$8.75M -294,221 -59%
UBS Group
87
UBS Group
Switzerland
$6.16M -$798K -26,861 -12%
LA
88
LexAurum Advisors
Kansas
$5.93M +$1.68M +56,452 +40%
TWP
89
Tempus Wealth Planning
California
$5.86M -$63.8K -2,145 -1%
WC
90
Waterloo Capital
Texas
$5.72M +$5.63M +189,306 New
LFG
91
Larson Financial Group
Missouri
$5.69M -$1.36M -45,696 -20%
VDFA
92
Vickerman & Driscoll Financial Advisors
Washington
$5.67M -$121K -4,083 -2%
CIA
93
Compass Ion Advisors
Pennsylvania
$5.6M +$1.51M +50,856 +38%
EFL
94
ERn Financial LLC
Wisconsin
$5.5M -$3.67M -123,554 -40%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$5.42M +$570K +19,164 +12%
SW
96
SlateStone Wealth
Florida
$5.38M -$127K -4,285 -2%
BS
97
Banco Santander
Spain
$5.27M
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$4.93M +$4.85M +163,020 New
CA
99
Continuum Advisory
Idaho
$4.8M -$4.38M -147,510 -48%
WCWM
100
Willow Creek Wealth Management
California
$4.53M -$207K -6,962 -4%