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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
TPA
176
Trivium Point Advisory
Connecticut
$225K -$17.6K -628 -7%
LFG
177
LifePlan Financial Group
Ohio
$225K +$14.3K +509 +7%
MIM
178
Moseley Investment Management
Florida
$225K +$222K +7,891 New
CFA
179
Carroll Financial Associates
North Carolina
$224K +$221K +7,860 New
ADL
180
Asset Dedication LLC
California
$220K -$32.3K -1,152 -13%
RC
181
Roundview Capital
New Jersey
$217K +$214K +7,607 New
Millennium Management
182
Millennium Management
New York
$216K +$212K +7,565 New
IWC
183
Integrated Wealth Concepts
Massachusetts
$212K -$22.5K -800 -10%
ACM
184
Armbruster Capital Management
New York
$205K +$202K +7,185 New
IA
185
IndexIQ Advisors
New York
$192K -$284K -10,128 -60%
CFN
186
Cordasco Financial Network
Florida
$183K
APA
187
American Portfolios Advisors
New York
$136K +$123K +4,396 +1,188%
HS
188
Horan Securities
United States
$126K +$28 +1 +0%
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$111K
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$108K +$13.1K +468 +14%
SIS
191
Sound Income Strategies
Florida
$105K +$533 +19 +0.5%
FPB
192
First PREMIER Bank
South Dakota
$81K
TA
193
TCG Advisors
Texas
$60K +$58.8K +2,096 New
FHA
194
Flagship Harbor Advisors
Massachusetts
$53K
GWM
195
Geneos Wealth Management
Colorado
$48K -$281 -10 -0.6%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$730 -26 -2%
AIC
197
Ameritas Investment Company
Nebraska
$44K -$117K -4,161 -73%
LPWM
198
Lake Point Wealth Management
Texas
$36K -$1.25M -44,607 -97%
RCG
199
Ruggie Capital Group
Florida
$34K -$2.32M -82,535 -99%
DWM
200
Destination Wealth Management
California
$34K