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State Street SPDR Portfolio Aggregate Bond ETF

155 hedge funds and large institutions have $1.57B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

114% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 36

31% more capital invested

Capital invested by funds: $1.2B → $1.57B (+$369M)

9% more funds holding

Funds holding: 142155 (+13)

2.43% more ownership

Funds ownership: 50.79%53.22% (+2.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
3.55%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
28
Increased
77
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$436K +$435K +15,631 New
PWA
102
Peterson Wealth Advisors
Utah
$430K -$418 -15 -0.1%
NB
103
Nicolet Bankshares
Wisconsin
$397K -$70.2K -2,522 -15%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$395K -$71.4K -2,566 -15%
FFA
105
Fragasso Financial Advisors
Pennsylvania
$355K +$354K +12,724 New
BCMIO
106
Beacon Capital Management Inc (Ohio)
Ohio
$350K -$9.58K -344 -3%
CFGF
107
Compass Financial Group (Florida)
Florida
$340K +$20K +718 +6%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$316K +$117K +4,185 +58%
AC
109
Alexandria Capital
Virginia
$304K +$303K +10,883 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$303K +$303K +10,869 New
LWS
111
Lucia Wealth Services
California
$300K -$2.9M -104,254 -91%
PPA
112
Parametric Portfolio Associates
Washington
$279K
IA
113
IndexIQ Advisors
New York
$278K +$10.5K +376 +4%
SS
114
Sunbelt Securities
Texas
$271K -$6.6K -237 -2%
EGA
115
E&G Advisors
Texas
$263K +$262K +9,413 New
JWS
116
Juncture Wealth Strategies
Arizona
$260K +$260K +9,338 New
GBBWRPM
117
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$253K +$16.7K +599 +7%
CM
118
Cornerstone Management
Georgia
$234K -$59.3K -2,129 -20%
HighTower Advisors
119
HighTower Advisors
Illinois
$232K +$334 +12 +0.1%
TSS
120
Two Sigma Securities
New York
$231K +$18.4K +662 +9%
ACM
121
Armbruster Capital Management
New York
$222K +$43.9K +1,575 +25%
OIA
122
OneDigital Investment Advisors
Kansas
$216K +$185K +6,640 +598%
PIA
123
Pinion Investment Advisors
Kansas
$215K +$9.94K +357 +5%
LFG
124
LifePlan Financial Group
Ohio
$206K
RCG
125
Ruggie Capital Group
Florida
$173K +$173K +6,205 New