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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
LFAS
176
Level Four Advisory Services
Texas
$218K +$7.94K +289 +4%
DI
177
DFPG Investments
Utah
$217K +$214K +7,793 New
LFG
178
LifePlan Financial Group
Ohio
$205K
HighTower Advisors
179
HighTower Advisors
Illinois
$201K -$17.7K -645 -8%
SWP
180
Strategic Wealth Partners
Ohio
$185K -$971K -35,335 -84%
CFN
181
Cordasco Financial Network
Florida
$179K +$176K +6,417 New
AIC
182
Ameritas Investment Company
Nebraska
$159K +$157K +5,709 New
HS
183
Horan Securities
United States
$123K +$27 +1 +0%
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$108K +$107K +3,881 New
SIS
185
Sound Income Strategies
Florida
$102K +$1.04K +38 +1%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$92K +$60.5K +2,202 +200%
Citigroup
187
Citigroup
New York
$84K -$4.62K -168 -5%
FPB
188
First PREMIER Bank
South Dakota
$79K +$78.2K +2,844 New
RCAG
189
Rehmann Capital Advisory Group
Michigan
$78.7K +$74.6K +2,714 +2,445%
MGIA
190
Moneta Group Investment Advisors
Missouri
$54K +$53.3K +1,939 New
FHA
191
Flagship Harbor Advisors
Massachusetts
$52K
GWM
192
Geneos Wealth Management
Colorado
$47K +$12.6K +460 +37%
SFA
193
Semmax Financial Advisors
North Carolina
$47K +$46K +1,674 New
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$8.14K +296 +23%
DWM
195
Destination Wealth Management
California
$33K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$33K +$32.5K +1,184 New
GWMIA
197
Global Wealth Management Investment Advisory
Florida
$32K +$31.5K +1,147 New
LWM
198
Liberty Wealth Management
California
$32K +$31.6K +1,151 New
BBA
199
Braun-Bostich & Associates
Pennsylvania
$26K
JFA
200
JNBA Financial Advisors
Minnesota
$25K +$24.2K +880 New