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State Street SPDR Portfolio Aggregate Bond ETF

309 hedge funds and large institutions have $3.47B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 5668 (+12)

10% more capital invested

Capital invested by funds: $3.17B → $3.47B (+$302M)

6% more funds holding

Funds holding: 291309 (+18)

3.81% more ownership

Funds ownership: 66.87%70.69% (+3.8%)

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.81%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthShield Partners
North Carolina
$4.32M -$9.04K -304 -0.2%
SEIA
102
Signature Estate & Investment Advisors
California
$4.29M -$19.9K -669 -0.5%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$4.19M +$212K +7,148 +5%
RC
104
Roundview Capital
New Jersey
$4.19M -$11.7K -392 -0.3%
AP
105
Appleton Partners
Massachusetts
$4.19M +$200K +6,740 +5%
C
106
Clearshares
New York
$4.18M +$4.12M +138,436 New
SC
107
Savant Capital
Illinois
$3.98M -$621K -20,907 -14%
QA
108
Quantitative Advantage
Minnesota
$3.94M -$234K -7,857 -6%
BCM
109
Bluefin Capital Management
New York
$3.79M +$674K +22,685 +22%
HCM
110
Horan Capital Management
Maryland
$3.66M -$3.74M -125,859 -51%
NI
111
NYL Investors
New York
$3.65M +$303K +10,200 +9%
AWA
112
Arete Wealth Advisors
Illinois
$3.38M -$738K -24,814 -18%
WAS
113
Wealth Advisory Solutions
Indiana
$3.31M -$72K -2,421 -2%
LWPC
114
Legacy Wealth Partners (California)
California
$3.26M -$517K -17,395 -14%
GSWM
115
Golden State Wealth Management
California
$3.23M +$3.18M +106,977 New
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
$3.13M +$661K +22,234 +27%
BHWM
117
Bay Harbor Wealth Management
Maryland
$3.13M -$229K -7,706 -7%
AWM
118
AE Wealth Management
Kansas
$3.11M -$1.27M -42,786 -29%
OC
119
Oarsman Capital
Wisconsin
$2.97M -$739K -24,849 -20%
PWM
120
Paulson Wealth Management
Illinois
$2.96M -$259K -8,717 -8%
BAM
121
Belpointe Asset Management
Nevada
$2.91M -$1.14M -38,484 -29%
CF
122
Centaurus Financial
California
$2.91M +$1.2M +40,203 +72%
EWM
123
Executive Wealth Management
Michigan
$2.75M +$2.38M +80,066 +739%
ARG
124
Advisory Resource Group
Oklahoma
$2.69M -$19.1K -642 -0.7%
JCM
125
Jacobi Capital Management
Pennsylvania
$2.61M +$2.56M +86,229 New