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State Street SPDR Portfolio Aggregate Bond ETF

248 hedge funds and large institutions have $2.96B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 56

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$524M)

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

6% more funds holding

Funds holding: 233248 (+15)

3.19% more ownership

Funds ownership: 59.55%62.73% (+3.2%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.44%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$3.26M +$2.64M +89,829 +445%
FTUS
102
Flow Traders U.S.
New York
$3.18M +$3.16M +107,348 New
VDFA
103
Vickerman & Driscoll Financial Advisors
Washington
$3.13M +$424K +14,399 +16%
RC
104
Roundview Capital
New Jersey
$2.94M +$74.6K +2,535 +3%
Renaissance Technologies
105
Renaissance Technologies
New York
$2.84M +$2.42M +82,200 +609%
FFS
106
Founders Financial Securities
Maryland
$2.74M +$119K +4,060 +5%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$2.42M +$474K +16,127 +25%
Principal Financial Group
108
Principal Financial Group
Iowa
$2.38M +$107K +3,639 +5%
HAS
109
HBW Advisory Services
California
$2.28M +$2.25M +76,542 New
SEIA
110
Signature Estate & Investment Advisors
California
$2.23M +$373K +12,668 +20%
RA
111
Rational Advisors
New York
$2.16M +$517K +17,558 +32%
AIS
112
Accurate Investment Solutions
Pennsylvania
$2.13M +$25.8K +878 +1%
ACP
113
Aveo Capital Partners
Colorado
$2.08M +$429K +14,576 +26%
CWM
114
CCG Wealth Management
California
$2.06M +$1.37M +46,619 +204%
BWFA
115
Baltimore-Washington Financial Advisors
Maryland
$2.05M +$1.18M +40,151 +138%
CIC
116
Carnegie Investment Counsel
Ohio
$1.96M +$54.2K +1,843 +3%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$1.92M -$723K -24,589 -28%
MML Investors Services
118
MML Investors Services
Massachusetts
$1.92M -$461K -15,660 -19%
SFS
119
Sowell Financial Services
Arkansas
$1.83M +$1.82M +61,843 New
CWM
120
Cahaba Wealth Management
Georgia
$1.82M +$50.9K +1,730 +3%
HIIFS
121
Harel Insurance Investments & Financial Services
Israel
$1.8M
CF
122
Centaurus Financial
California
$1.6M +$1.59M +54,146 New
Goldman Sachs
123
Goldman Sachs
New York
$1.59M
SS
124
Simplicity Solutions
Minnesota
$1.57M +$1.22M +41,320 +349%
LFS
125
Lutz Financial Services
Nebraska
$1.5M +$186K +6,336 +14%