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State Street SPDR Portfolio Aggregate Bond ETF

223 hedge funds and large institutions have $2.19B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 62

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

2% more funds holding

Funds holding: 218223 (+5)

2% more capital invested

Capital invested by funds: $2.15B → $2.19B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

2.07% less ownership

Funds ownership: 60.87%58.79% (-2.1%)

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$1.53M
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$1.53M +$173K +6,152 +13%
RA
103
Rational Advisors
New York
$1.41M +$379K +13,490 +38%
CA
104
Cetera Advisors
Colorado
$1.4M -$9.49K -338 -0.7%
BA
105
Boston Advisors
Massachusetts
$1.35M
RFN
106
RDA Financial Network
Iowa
$1.33M +$1.31M +46,795 New
ACP
107
Aveo Capital Partners
Colorado
$1.3M +$200K +7,118 +19%
ACM
108
Allred Capital Management
Texas
$1.28M +$255K +9,090 +25%
SFS
109
Sowell Financial Services
Arkansas
$1.27M -$22.3K -793 -2%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$1.22M +$1.2M +42,663 New
BHWM
111
Bay Harbor Wealth Management
Maryland
$1.22M -$27.5K -981 -2%
ACG
112
Allen Capital Group
Nebraska
$1.19M +$9.88K +352 +0.8%
AWM
113
Affinity Wealth Management
Delaware
$1.14M -$84.9K -3,023 -7%
SFG
114
SNS Financial Group
Minnesota
$1.08M +$55.7K +1,983 +6%
BI
115
Ballast Inc
Kentucky
$1.04M +$1.02M +36,359 New
IAS
116
INR Advisory Services
Pennsylvania
$999K +$149K +5,294 +18%
BJL
117
Brighton Jones LLC
Washington
$954K -$50.3K -1,792 -5%
Renaissance Technologies
118
Renaissance Technologies
New York
$924K +$909K +32,364 New
MAS
119
Managed Account Services
Florida
$907K +$30K +1,067 +3%
TAIM
120
TD Ameritrade Investment Management
Nebraska
$894K +$253K +9,009 +40%
RFA
121
Reilly Financial Advisors
California
$842K -$66K -2,351 -7%
SHIM
122
Stone House Investment Management
Pennsylvania
$831K +$77.2K +2,749 +10%
DRS
123
Deane Retirement Strategies
Louisiana
$784K +$771K +27,477 New
HH
124
Hilltop Holdings
Texas
$769K +$756K +26,929 New
ICMP
125
Integrated Capital Management (Pennsylvania)
Pennsylvania
$765K +$7.27K +259 +1%