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State Street SPDR Portfolio Aggregate Bond ETF

38 hedge funds and large institutions have $395M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

15% more funds holding

Funds holding: 3338 (+5)

6% more capital invested

Capital invested by funds: $371M → $395M (+$23.8M)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
14
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$269M -$2.16M -75,972 -0.8%
AssetMark Inc
2
AssetMark Inc
California
$55.6M -$4.88M -171,300 -8%
RJA
3
Raymond James & Associates
Florida
$8.97M +$709K +24,900 +9%
BCM
4
Bluefin Capital Management
New York
$8.4M +$8.4M +294,858 New
SCG
5
Strategic Capital Group
Washington
$5.77M +$4.39M +154,094 +322%
IA
6
IndexIQ Advisors
New York
$5.62M +$1.11M +38,952 +25%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$5.41M +$5.4M +189,440 New
X
8
Xponance
Pennsylvania
$4.54M +$4.53M +159,000 New
Bank of America
9
Bank of America
North Carolina
$3.6M +$475K +16,658 +15%
U
10
UBS
Switzerland
$2.44M -$506K -17,770 -17%
FIM
11
Freedom Investment Management
Connecticut
$2.42M -$134K -4,696 -5%
Goldman Sachs
12
Goldman Sachs
New York
$2.3M +$763K +26,772 +50%
Wells Fargo
13
Wells Fargo
California
$2.22M -$354K -12,424 -14%
PI
14
Placemark Investments
Illinois
$1.93M +$566K +19,858 +41%
KeyBank National Association
15
KeyBank National Association
Ohio
$1.82M
JP Morgan Chase
16
JP Morgan Chase
New York
$1.79M -$1.98M -69,480 -53%
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$1.63M -$48.1K -1,690 -3%
Morgan Stanley
18
Morgan Stanley
New York
$1.53M -$51.3K -1,800 -3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.41M +$128K +4,484 +10%
VKH
20
Virtu KCG Holdings
New York
$1.33M +$1.32M +46,506 New
OFG
21
OTA Financial Group
New York
$1.19M +$1.19M +41,830 New
KFS
22
KMS Financial Services
Washington
$946K +$42.7K +1,498 +5%
CWM
23
Concert Wealth Management
California
$907K +$26.5K +932 +3%
MAA
24
Managed Account Advisors
New Jersey
$832K +$94.3K +3,312 +13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$781K -$196K -6,882 -20%