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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
TAIM
126
TD Ameritrade Investment Management
Nebraska
$1.03M +$115K +4,022 +13%
MAS
127
Managed Account Services
Florida
$1M +$70.8K +2,473 +8%
VFA
128
Voya Financial Advisors
Connecticut
$979K +$961K +33,586 New
BJL
129
Brighton Jones LLC
Washington
$972K -$2.43K -85 -0.3%
FA
130
FDx Advisors
Illinois
$935K +$918K +32,062 New
PAG
131
Pinnacle Advisory Group
Maryland
$914K +$159K +5,540 +21%
OIA
132
OneDigital Investment Advisors
Kansas
$890K +$454K +15,870 +108%
RFA
133
Reilly Financial Advisors
California
$877K +$16K +559 +2%
SHIM
134
Stone House Investment Management
Pennsylvania
$852K +$2.49K +87 +0.3%
BWFA
135
Baltimore-Washington Financial Advisors
Maryland
$848K +$162K +5,673 +24%
HH
136
Hilltop Holdings
Texas
$786K
ICMP
137
Integrated Capital Management (Pennsylvania)
Pennsylvania
$782K +$143 +5 +0%
WAM
138
Wolverine Asset Management
Illinois
$782K +$128K +4,468 +20%
SA
139
Shilanski & Associates
Alaska
$775K +$760K +26,561 New
DRS
140
Deane Retirement Strategies
Louisiana
$771K -$29.7K -1,037 -4%
RVPG
141
Relative Value Partners Group
$725K
CWM
142
CCG Wealth Management
California
$665K +$653K +22,800 New
AW
143
ACG Wealth
Georgia
$643K -$60.5K -2,112 -9%
AWM
144
AE Wealth Management
Kansas
$589K +$278K +9,728 +93%
LFG
145
LifePlan Financial Group
Ohio
$552K +$316K +11,056 +140%
SWP
146
Strategic Wealth Partners
Ohio
$550K +$177K +6,194 +49%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$536K +$47.8K +1,669 +10%
BFA
148
Beaumont Financial Advisors
Massachusetts
$519K
CFGS
149
Concourse Financial Group Securities
Alabama
$508K +$88.8K +3,104 +22%
PAG
150
Private Advisor Group
New Jersey
$494K -$15.2K -530 -3%