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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
PWA
151
Peterson Wealth Advisors
Utah
$404K -$26.9K -977 -6%
OIA
152
OneDigital Investment Advisors
Kansas
$402K +$397K +14,446 New
AF
153
Aldebaran Financial
$393K +$388K +14,098 New
JWA
154
JFS Wealth Advisors
Pennsylvania
$380K +$359K +13,070 +2,309%
TCPWM
155
Traverso Chambers Private Wealth Management
California
$370K +$365K +13,279 New
SPC
156
Sigma Planning Corp
Michigan
$360K -$127K -4,636 -26%
MD
157
Money Design
Japan
$329K +$325K +11,830 New
BAM
158
Belpointe Asset Management
Nevada
$319K +$5.8K +211 +2%
TI
159
Truepoint Inc
Ohio
$317K +$17.4K +632 +6%
SIA
160
Strategic Investment Advisors
Michigan
$280K +$277K +10,060 New
ET
161
Equitable Trust
Tennessee
$279K
PPA
162
Parametric Portfolio Associates
Washington
$279K
RJFSA
163
Raymond James Financial Services Advisors
Florida
$269K -$100K -3,655 -27%
SS
164
Sunbelt Securities
Texas
$258K -$12.2K -445 -5%
RW
165
REDW Wealth
New Mexico
$256K +$253K +9,207 New
ADL
166
Asset Dedication LLC
California
$247K +$18.9K +687 +8%
JWS
167
Juncture Wealth Strategies
Arizona
$245K -$59.8K -2,175 -20%
RPGK
168
Retirement Planning Group (Kansas)
Kansas
$244K +$241K +8,759 New
BCMIO
169
Beacon Capital Management Inc (Ohio)
Ohio
$242K -$28.2K -1,025 -11%
TPA
170
Trivium Point Advisory
Connecticut
$237K +$234K +8,508 New
IFWM
171
Institute for Wealth Management
Colorado
$235K +$232K +8,427 New
CM
172
Cornerstone Management
Georgia
$233K
FIA
173
Foundations Investment Advisors
Arizona
$232K +$228K +8,282 New
IWC
174
Integrated Wealth Concepts
Massachusetts
$229K +$226K +8,235 New
PIA
175
Pinion Investment Advisors
Kansas
$218K +$5.03K +183 +2%