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State Street SPDR Portfolio Aggregate Bond ETF

31 hedge funds and large institutions have $411M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $377M → $411M (+$33.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less funds holding

Funds holding: 3931 (-8)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
31
Holders Change
-8
Holders Change %
-20.51%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
10
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$295M +$29.8M +1,056,336 +11%
AssetMark Inc
2
AssetMark Inc
California
$65.7M +$65.2M +2,307,618 New
RJA
3
Raymond James & Associates
Florida
$8.58M +$57.4K +2,034 +0.7%
SCG
4
Strategic Capital Group
Washington
$6.54M +$4.66M +165,124 +257%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.92M +$401K +14,198 +12%
Bank of America
6
Bank of America
North Carolina
$3.74M +$595K +21,082 +19%
IA
7
IndexIQ Advisors
New York
$3.48M +$399K +14,124 +13%
Wells Fargo
8
Wells Fargo
California
$2.79M -$325K -11,504 -11%
FIM
9
Freedom Investment Management
Connecticut
$2.69M -$8.97M -317,644 -77%
Jane Street
10
Jane Street
New York
$2.57M +$2.54M +90,104 New
TCM
11
Twele Capital Management
Minnesota
$2.23M
KeyBank National Association
12
KeyBank National Association
Ohio
$1.81M -$953K -33,748 -35%
Morgan Stanley
13
Morgan Stanley
New York
$1.65M -$580K -20,550 -26%
Goldman Sachs
14
Goldman Sachs
New York
$1.53M
PI
15
Placemark Investments
Illinois
$1.53M -$263K -9,316 -15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.03M +$28.3K +1,004 +3%
KFS
17
KMS Financial Services
Washington
$905K -$44.3K -1,570 -5%
CWM
18
Concert Wealth Management
California
$867K -$27.3K -968 -3%
U
19
UBS
Switzerland
$862K +$120K +4,260 +16%
LPL Financial
20
LPL Financial
California
$616K -$44.3K -1,568 -7%
RCM
21
Rotella Capital Management
Washington
$456K +$452K +16,000 New
CNB
22
City National Bank
California
$440K +$436K +15,452 New
PPA
23
Parametric Portfolio Associates
Washington
$390K -$2.81M -99,492 -88%
Citigroup
24
Citigroup
New York
$341K -$44.7K -1,582 -12%
MAA
25
Managed Account Advisors
New Jersey
$338K -$5.93K -210 -2%