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State Street SPDR Portfolio Aggregate Bond ETF

309 hedge funds and large institutions have $3.47B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 5668 (+12)

10% more capital invested

Capital invested by funds: $3.17B → $3.47B (+$302M)

6% more funds holding

Funds holding: 291309 (+18)

3.81% more ownership

Funds ownership: 66.87%70.69% (+3.8%)

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.81%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
151
Lutz Financial Services
Nebraska
$1.55M -$10.3K -346 -0.7%
AA
152
Alesco Advisors
New York
$1.54M -$1.38M -46,539 -48%
BFA
153
Beacon Financial Advisory
Ohio
$1.53M -$182K -6,129 -11%
BAM
154
Bruderman Asset Management
New York
$1.51M +$1.48M +49,864 New
ACA
155
Aptus Capital Advisors
Alabama
$1.42M -$3.15M -105,843 -69%
First Trust Advisors
156
First Trust Advisors
Illinois
$1.41M +$1.39M +46,696 New
Goldman Sachs
157
Goldman Sachs
New York
$1.36M -$460K -15,476 -26%
SFS
158
Sowell Financial Services
Arkansas
$1.34M -$187K -6,301 -12%
AWM
159
Avior Wealth Management
Nebraska
$1.32M +$1.06M +35,750 +445%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$1.27M -$661K -22,242 -35%
GM
161
GeoWealth Management
Illinois
$1.25M +$1.23M +41,460 New
CF
162
Copperwynd Financial
Arizona
$1.22M -$92.3K -3,105 -7%
IA
163
IFP Advisors
Florida
$1.22M -$838K -28,207 -41%
MHR
164
Matthew Hamilton Rosenberg
$1.21M +$1.19M +40,117 New
SCP
165
Syntal Capital Partners
Texas
$1.16M +$446K +15,015 +64%
TAIM
166
TD Ameritrade Investment Management
Nebraska
$1.16M -$58.1K -1,955 -5%
SS
167
Simplicity Solutions
Minnesota
$1.14M -$610K -20,524 -35%
CA
168
Cetera Advisors
Colorado
$1.13M -$44K -1,481 -4%
PAS
169
Park Avenue Securities
New York
$1.11M -$713 -24 -0.1%
SFG
170
SNS Financial Group
Minnesota
$1.11M -$199K -6,707 -15%
IC
171
Inscription Capital
Texas
$1.04M -$17.8K -600 -2%
AF
172
Aldebaran Financial
$966K +$192K +6,461 +25%
SIA
173
Strategic Investment Advisors
Michigan
$951K +$111K +3,749 +14%
WAS
174
Winch Advisory Services
Wisconsin
$948K +$121K +4,078 +15%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$943K -$208K -7,012 -18%