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State Street SPDR Portfolio Aggregate Bond ETF

218 hedge funds and large institutions have $2.15B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 20

74% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 46

48% more funds holding in top 10

Funds holding in top 10: 2334 (+11)

33% more capital invested

Capital invested by funds: $1.62B → $2.15B (+$536M)

29% more funds holding

Funds holding: 169218 (+49)

7.3% more ownership

Funds ownership: 53.57%60.87% (+7.3%)

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.86%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.76%
New
70
Increased
80
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Alesco Advisors
New York
$1.32M +$366K +13,326 +39%
AP
102
Appleton Partners
Massachusetts
$1.29M +$1.28M +46,508 New
MWPCG
103
Measured Wealth Private Client Group
New Hampshire
$1.29M +$408K +14,839 +47%
LPWM
104
Lake Point Wealth Management
Texas
$1.28M +$1.26M +45,852 New
IA
105
IFP Advisors
Florida
$1.27M +$248K +9,033 +25%
SFS
106
Sowell Financial Services
Arkansas
$1.26M +$1.24M +45,154 New
BHWM
107
Bay Harbor Wealth Management
Maryland
$1.21M +$1.2M +43,537 New
AWM
108
Affinity Wealth Management
Delaware
$1.2M +$1.18M +43,054 New
ACG
109
Allen Capital Group
Nebraska
$1.15M +$170K +6,198 +18%
WAM
110
Wolverine Asset Management
Illinois
$1.15M +$1.14M +41,308 New
PWM
111
Paulson Wealth Management
Illinois
$1.15M +$872K +31,731 +337%
ACP
112
Aveo Capital Partners
Colorado
$1.07M +$181K +6,602 +21%
Mariner
113
Mariner
Kansas
$1.03M +$160K +5,814 +19%
ACM
114
Allred Capital Management
Texas
$1.01M +$996K +36,232 New
NEIRG
115
New England Investment & Retirement Group
Massachusetts
$1.01M +$107K +3,887 +12%
RIA
116
Regal Investment Advisors
Michigan
$1M +$300K +10,926 +43%
SFG
117
SNS Financial Group
Minnesota
$1M -$32.5K -1,183 -3%
RA
118
Rational Advisors
New York
$996K +$9.51K +346 +1%
PFC
119
Personal Financial Consultants
California
$992K +$979K +35,621 New
BJL
120
Brighton Jones LLC
Washington
$981K
WCM
121
Weatherstone Capital Management
Colorado
$977K +$969K +35,244 New
FFA
122
Fragasso Financial Advisors
Pennsylvania
$915K -$22K -802 -2%
FFA
123
First Foundation Advisors
California
$910K +$898K +32,661 New
RFA
124
Reilly Financial Advisors
California
$887K +$54.7K +1,989 +7%
MAS
125
Managed Account Services
Florida
$860K -$63.4K -2,306 -7%