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State Street SPDR Portfolio Aggregate Bond ETF

233 hedge funds and large institutions have $2.44B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 56

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $2.19B → $2.44B (+$243M)

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

4% more funds holding

Funds holding: 223233 (+10)

0.75% more ownership

Funds ownership: 58.79%59.55% (+0.75%)

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.06%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$2.07M -$1.01M -35,301 -34%
AIS
102
Accurate Investment Solutions
Pennsylvania
$2.07M -$65.9K -2,301 -3%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.92M +$349K +12,204 +23%
CIC
104
Carnegie Investment Counsel
Ohio
$1.88M -$14K -489 -0.8%
SEIA
105
Signature Estate & Investment Advisors
California
$1.82M -$1.62M -56,742 -48%
HIIFS
106
Harel Insurance Investments & Financial Services
Israel
$1.77M
CWM
107
Cahaba Wealth Management
Georgia
$1.74M +$38K +1,327 +2%
MA
108
Mutual Advisors
Nebraska
$1.63M -$2.38M -83,030 -60%
ACP
109
Aveo Capital Partners
Colorado
$1.63M +$297K +10,388 +23%
RA
110
Rational Advisors
New York
$1.62M +$177K +6,174 +13%
Goldman Sachs
111
Goldman Sachs
New York
$1.56M
RFN
112
RDA Financial Network
Iowa
$1.47M +$103K +3,584 +8%
CA
113
Cetera Advisors
Colorado
$1.46M +$15.2K +531 +1%
BA
114
Boston Advisors
Massachusetts
$1.34M -$40.4K -1,413 -3%
SCP
115
Syntal Capital Partners
Texas
$1.32M +$1.3M +45,282 New
LFS
116
Lutz Financial Services
Nebraska
$1.29M +$640K +22,366 +102%
MAFM
117
Mid Atlantic Financial Management
Pennsylvania
$1.25M -$871K -30,431 -42%
ACM
118
Allred Capital Management
Texas
$1.18M -$140K -4,891 -11%
GBBWRPM
119
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.16M +$683K +23,878 +149%
AWM
120
Affinity Wealth Management
Delaware
$1.14M -$25.5K -890 -2%
CF
121
Copperwynd Financial
Arizona
$1.14M +$521K +18,215 +87%
BHWM
122
Bay Harbor Wealth Management
Maryland
$1.11M -$130K -4,550 -11%
SFG
123
SNS Financial Group
Minnesota
$1.09M -$12K -418 -1%
ACG
124
Allen Capital Group
Nebraska
$1.08M -$139K -4,850 -12%
BI
125
Ballast Inc
Kentucky
$1.05M -$6.75K -236 -0.6%