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State Street SPDR Portfolio Aggregate Bond ETF

142 hedge funds and large institutions have $1.2B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

59% more capital invested

Capital invested by funds: $757M → $1.2B (+$443M)

27% more funds holding

Funds holding: 112142 (+30)

2.03% less ownership

Funds ownership: 52.83%50.79% (-2%)

Holders
142
Holders Change
+30
Holders Change %
+26.79%
% of All Funds
3.25%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.57%
New
44
Increased
61
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HS
101
Horan Securities
United States
$338K -$38K -1,347 -10%
CFGF
102
Compass Financial Group (Florida)
Florida
$323K -$1.49M -52,969 -82%
CA
103
Cetera Advisors
Colorado
$298K +$298K +10,558 New
CM
104
Cornerstone Management
Georgia
$296K
PPA
105
Parametric Portfolio Associates
Washington
$282K -$80.9K -2,866 -22%
SS
106
Sunbelt Securities
Texas
$280K +$34.2K +1,212 +14%
IA
107
IndexIQ Advisors
New York
$270K +$193K +6,825 +247%
GBBWRPM
108
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$238K +$55.6K +1,972 +30%
FAIM
109
Financial Advocates Investment Management
Washington
$236K +$237K +8,390 New
HighTower Advisors
110
HighTower Advisors
Illinois
$234K -$17.8K -631 -7%
UCFA
111
United Capital Financial Advisors
Texas
$227K -$214K -7,591 -49%
OMC
112
Old Mission Capital
Illinois
$218K -$329K -11,672 -60%
TSS
113
Two Sigma Securities
New York
$215K +$215K +7,634 New
LFG
114
LifePlan Financial Group
Ohio
$208K +$208K +7,374 New
PIA
115
Pinion Investment Advisors
Kansas
$207K +$208K +7,356 New
UAS
116
United Asset Strategies
New York
$205K +$1.83K +65 +0.9%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$202K +$202K +7,157 New
ACM
118
Armbruster Capital Management
New York
$179K +$137K +4,870 +325%
JP Morgan Chase
119
JP Morgan Chase
New York
$140K +$141K +4,988 New
SEI Investments
120
SEI Investments
Pennsylvania
$129K +$129K +4,566 New
CCA
121
Catalyst Capital Advisors
New York
$77K -$33.9K -1,200 -30%
Citigroup
122
Citigroup
New York
$77K -$10K -356 -11%
WP
123
WealthShield Partners
North Carolina
$61K +$57.3K +2,032 +1,722%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$58K +$57.6K +2,043 New
JFA
125
JNBA Financial Advisors
Minnesota
$54K +$20.3K +721 +60%