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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
IAS
126
INR Advisory Services
Pennsylvania
$828K +$499K +18,147 +157%
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
$796K -$819K -29,786 -51%
AW
128
ACG Wealth
Georgia
$762K -$107K -3,908 -12%
ICMP
129
Integrated Capital Management (Pennsylvania)
Pennsylvania
$739K +$730K +26,560 New
SHIM
130
Stone House Investment Management
Pennsylvania
$735K +$24K +872 +3%
VCM
131
Virtue Capital Management
Tennessee
$733K -$249K -9,065 -26%
RVPG
132
Relative Value Partners Group
$692K
PAG
133
Pinnacle Advisory Group
Maryland
$669K +$371K +13,512 +129%
FC
134
Financial Consulate
Maryland
$636K -$68.7K -2,499 -10%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$632K -$549K -19,978 -47%
TAIM
136
TD Ameritrade Investment Management
Nebraska
$621K +$49.3K +1,793 +9%
LFS
137
Lutz Financial Services
Nebraska
$576K +$569K +20,696 New
GBBWRPM
138
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$553K +$303K +11,020 +125%
FC
139
Forte Capital
New York
$552K -$3.3K -120 -0.6%
Deutsche Bank
140
Deutsche Bank
Germany
$551K +$544K +19,796 New
BCP
141
Blue Chip Partners
Michigan
$551K +$544K +19,802 New
SS
142
Simplicity Solutions
Minnesota
$544K +$536K +19,507 New
BFA
143
Beaumont Financial Advisors
Massachusetts
$532K -$728K -26,469 -58%
FCH
144
Freestone Capital Holdings
Washington
$517K -$5.94K -216 -1%
PAG
145
Private Advisor Group
New Jersey
$483K +$17.2K +625 +4%
EGA
146
E&G Advisors
Texas
$478K +$20.2K +734 +4%
CFGS
147
Concourse Financial Group Securities
Alabama
$474K +$458K +16,673 +4,458%
IA
148
IndexIQ Advisors
New York
$469K +$81.3K +2,959 +21%
AWM
149
AE Wealth Management
Kansas
$431K -$13.1K -476 -3%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$408K +$29.5K +1,073 +8%