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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
OIA
201
Optimum Investment Advisors
Illinois
$22K
FGC
202
Financial Gravity Companies
Texas
$21K +$20.6K +751 New
RCA
203
Rowland Carmichael Advisors
Arizona
$19K
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$15K -$2.06K -75 -12%
CIAS
205
Capital Investment Advisory Services
North Carolina
$14K +$13.6K +495 New
MOS
206
MGO One Seven
Ohio
$14K +$14.7K +536 New
IWMA
207
Ironwood Wealth Management (Arizona)
Arizona
$12K +$1.7K +62 +18%
W
208
WealthOne
New York
$12K +$11.7K +426 New
APA
209
American Portfolios Advisors
New York
$10.3K
OSNBOA
210
Old Second National Bank of Aurora
Illinois
$10K +$9.62K +350 New
HFM
211
Hartford Financial Management
Connecticut
$6K
VFA
212
Valeo Financial Advisors
Indiana
$3K
AIC
213
Archer Investment Corporation
Indiana
$3K +$3.22K +117 New
LNB
214
Ledyard National Bank
$2K
CJA
215
C-J Advisory
California
$2K +$27 +1 +2%
BlackRock
216
BlackRock
New York
$1K -$1.13K -41 -46%
AWM
217
Avior Wealth Management
Nebraska
$1K
AA
218
Advisory Alpha
Michigan
-$12.9M -468,204 Closed
DWM
219
Darwin Wealth Management
Florida
-$3.15M -113,667 Closed
Renaissance Technologies
220
Renaissance Technologies
New York
-$1.53M -55,064 Closed
CWM
221
Cornerstone Wealth Management
Missouri
-$419K -24,111 Closed
GSC
222
G&S Capital
Colorado
-$595K -21,475 Closed
BCM
223
Bluefin Capital Management
New York
-$574K -20,702 Closed
LFA
224
Landmark Financial Advisors
Kentucky
-$476K -17,204 Closed
ACI
225
Alpha Cubed Investments
California
-$406K -14,834 Closed