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State Street SPDR Portfolio Aggregate Bond ETF
SPAB
SPAB
169 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
81% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 43
9% more funds holding
Funds holding: 155 → 169 (+14)
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
3% more capital invested
Capital invested by funds: $1.57B → $1.62B (+$49.3M)
0.35% more ownership
Funds ownership: 53.22% → 53.57% (+0.35%)
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.86%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$17.6M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$13.4M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$10.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.51M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
+$5.15M |
Top Sellers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$13.2M |
| 2 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$8.04M |
| 3 |
Bank of New York Mellon
New York
|
-$4.88M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$4.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
176
CreativeOne Wealth
Overland Park,
Kansas
| – | -$436K | -15,631 | Closed |
|
177
Fidelity Investments
Boston,
Massachusetts
| – | -$303K | -10,869 | Closed |
|
|
TSS
178
Two Sigma Securities
New York
| – | -$231K | -8,296 | Closed |
|
|
OIA
179
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$216K | -7,750 | Closed |
|
180
SEI Investments
Oaks,
Pennsylvania
| – | -$139K | -4,974 | Closed |
|
|
CCA
181
Catalyst Capital Advisors
Huntington,
New York
| – | -$77K | -2,750 | Closed |
|
|
STA
182
Summit Trail Advisors
New York
| – | -$68K | -2,438 | Closed |
|
|
JFA
183
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$61K | -2,196 | Closed |
|
|
BCA
184
Bay Colony Advisors
Concord,
Massachusetts
| – | -$8K | -272 | Closed |
|