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State Street SPDR Portfolio Aggregate Bond ETF

223 hedge funds and large institutions have $2.19B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 62

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

2% more funds holding

Funds holding: 218223 (+5)

2% more capital invested

Capital invested by funds: $2.15B → $2.19B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

2.07% less ownership

Funds ownership: 60.87%58.79% (-2.1%)

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
151
Bay Colony Advisors
Massachusetts
$353K +$347K +12,362 New
TI
152
Truepoint Inc
Ohio
$327K +$1.88K +67 +0.6%
CAM
153
Concorde Asset Management
Michigan
$317K +$312K +11,103 New
HighTower Advisors
154
HighTower Advisors
Illinois
$310K +$101K +3,592 +50%
GSWM
155
Golden State Wealth Management
California
$303K +$298K +10,612 New
SPC
156
Sigma Planning Corp
Michigan
$302K -$65.1K -2,319 -18%
JFA
157
JNBA Financial Advisors
Minnesota
$302K +$273K +9,716 +1,104%
AWM
158
AE Wealth Management
Kansas
$298K -$141K -5,010 -32%
ET
159
Equitable Trust
Tennessee
$285K
PPA
160
Parametric Portfolio Associates
Washington
$285K
SS
161
Simplicity Solutions
Minnesota
$284K -$268K -9,547 -49%
VAS
162
Vestmark Advisory Solutions
Massachusetts
$284K +$279K +9,935 New
IFWM
163
Institute for Wealth Management
Colorado
$283K +$42.2K +1,502 +18%
SS
164
Sunbelt Securities
Texas
$281K +$16.6K +590 +6%
RPGK
165
Retirement Planning Group (Kansas)
Kansas
$278K +$27.8K +992 +11%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$268K -$8.48K -302 -3%
SIA
167
Strategic Investment Advisors
Michigan
$263K -$23.8K -847 -8%
RW
168
REDW Wealth
New Mexico
$261K -$2.19K -78 -0.8%
LFAS
169
Level Four Advisory Services
Texas
$255K +$29.2K +1,039 +13%
Citigroup
170
Citigroup
New York
$248K +$159K +5,652 +187%
VF
171
Virtu Financial
New York
$248K +$244K +8,700 New
CM
172
Cornerstone Management
Georgia
$239K
CFGF
173
Compass Financial Group (Florida)
Florida
$235K +$232K +8,250 New
TSS
174
Two Sigma Securities
New York
$232K +$228K +8,123 New
BCMIO
175
Beacon Capital Management Inc (Ohio)
Ohio
$225K -$23K -818 -9%