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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
EWM
126
Executive Wealth Management
Michigan
$1.49M -$2.45M -83,311 -62%
RFN
127
RDA Financial Network
Iowa
$1.49M +$5.74K +195 +0.4%
SHIM
128
Stone House Investment Management
Pennsylvania
$1.39M +$516K +17,526 +60%
CA
129
Cetera Advisors
Colorado
$1.37M -$99.9K -3,394 -7%
BA
130
Boston Advisors
Massachusetts
$1.36M -$5.88K -200 -0.4%
MWPCG
131
Measured Wealth Private Client Group
New Hampshire
$1.32M -$1.59M -54,114 -55%
CF
132
Copperwynd Financial
Arizona
$1.31M +$170K +5,794 +15%
ARG
133
Advisory Resource Group
Oklahoma
$1.26M +$1.25M +42,389 New
TAIM
134
TD Ameritrade Investment Management
Nebraska
$1.18M +$128K +4,334 +12%
SFG
135
SNS Financial Group
Minnesota
$1.14M +$30.2K +1,028 +3%
ACM
136
Allred Capital Management
Texas
$1.13M -$61K -2,074 -5%
AF
137
Aldebaran Financial
$1.1M +$757K +25,729 +222%
AWM
138
Affinity Wealth Management
Delaware
$1.08M -$83.2K -2,828 -7%
BI
139
Ballast Inc
Kentucky
$1.06M -$11.2K -380 -1%
PAG
140
Pinnacle Advisory Group
Maryland
$997K +$67.5K +2,295 +7%
BJL
141
Brighton Jones LLC
Washington
$995K +$6.47K +220 +0.7%
VFA
142
Voya Financial Advisors
Connecticut
$986K -$7.62K -259 -0.8%
PCM
143
Parsons Capital Management
Rhode Island
$981K +$973K +33,082 New
SIA
144
Strategic Investment Advisors
Michigan
$979K +$754K +25,615 +346%
MAS
145
Managed Account Services
Florida
$975K -$40.9K -1,390 -4%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$915K +$368K +12,496 +68%
MAFM
147
Mid Atlantic Financial Management
Pennsylvania
$884K -$381K -12,950 -30%
RFA
148
Reilly Financial Advisors
California
$882K -$8.88K -302 -1%
HH
149
Hilltop Holdings
Texas
$811K +$12.4K +423 +2%
BAM
150
Belpointe Asset Management
Nevada
$800K +$462K +15,702 +139%