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State Street SPDR Portfolio Aggregate Bond ETF

169 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

9% more funds holding

Funds holding: 155169 (+14)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

3% more capital invested

Capital invested by funds: $1.57B → $1.62B (+$49.3M)

0.35% more ownership

Funds ownership: 53.22%53.57% (+0.35%)

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.86%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
101
Landmark Financial Advisors
Kentucky
$476K +$479K +17,204 New
PAG
102
Private Advisor Group
New Jersey
$463K +$465K +16,720 New
OMC
103
Old Mission Capital
Illinois
$459K -$1.5M -53,999 -77%
EGA
104
E&G Advisors
Texas
$455K +$195K +7,003 +74%
AWM
105
AE Wealth Management
Kansas
$442K +$444K +15,940 New
PWA
106
Peterson Wealth Advisors
Utah
$429K +$1.17K +42 +0.3%
CWM
107
Cornerstone Wealth Management
Missouri
$419K -$20.9K -752 -3%
ACI
108
Alpha Cubed Investments
California
$406K +$413K +14,834 New
IA
109
IndexIQ Advisors
New York
$385K +$109K +3,935 +40%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$376K +$62K +2,227 +20%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$369K -$22.8K -820 -6%
CFGF
112
Compass Financial Group (Florida)
Florida
$343K +$5.93K +213 +2%
AC
113
Alexandria Capital
Virginia
$330K +$28.1K +1,011 +9%
NB
114
Nicolet Bankshares
Wisconsin
$321K -$74K -2,659 -19%
IAS
115
INR Advisory Services
Pennsylvania
$320K +$224K +8,057 +230%
BAM
116
Belpointe Asset Management
Nevada
$311K +$313K +11,235 New
JWS
117
Juncture Wealth Strategies
Arizona
$304K +$45.6K +1,639 +18%
TI
118
Truepoint Inc
Ohio
$298K +$299K +10,758 New
ACM
119
Armbruster Capital Management
New York
$291K +$70.9K +2,548 +32%
PAG
120
Pinnacle Advisory Group
Maryland
$291K +$292K +10,494 New
LWS
121
Lucia Wealth Services
California
$282K -$16.8K -603 -6%
PPA
122
Parametric Portfolio Associates
Washington
$277K
ET
123
Equitable Trust
Tennessee
$277K +$278K +10,000 New
BCMIO
124
Beacon Capital Management Inc (Ohio)
Ohio
$269K -$79.2K -2,846 -23%
SS
125
Sunbelt Securities
Texas
$269K