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State Street SPDR Portfolio Aggregate Bond ETF

37 hedge funds and large institutions have $408M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

4% more capital invested

Capital invested by funds: $393M → $408M (+$15M)

8% less funds holding

Funds holding: 4037 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$306M +$16.9M +584,324 +6%
AssetMark Inc
2
AssetMark Inc
California
$48.5M +$178K +6,156 +0.4%
RJA
3
Raymond James & Associates
Florida
$10.4M +$730K +25,280 +8%
IA
4
IndexIQ Advisors
New York
$6.13M -$250K -8,652 -4%
U
5
UBS
Switzerland
$5.29M +$2.15M +74,528 +69%
SCA
6
Strategic Capital Alternatives
United States
$3.6M +$3.6M +124,714 New
NL
7
NWAM LLC
Washington
$2.94M +$520K +17,992 +21%
Bank of America
8
Bank of America
North Carolina
$2.91M -$540K -18,690 -16%
PI
9
Placemark Investments
Illinois
$2.52M +$666K +23,066 +36%
FIM
10
Freedom Investment Management
Connecticut
$2.31M -$35.7K -1,236 -2%
Wells Fargo
11
Wells Fargo
California
$2.05M +$45.6K +1,578 +2%
Goldman Sachs
12
Goldman Sachs
New York
$1.96M -$390K -13,504 -17%
Morgan Stanley
13
Morgan Stanley
New York
$1.69M -$65K -2,252 -4%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$1.6M -$13.1K -454 -0.8%
X
15
Xponance
Pennsylvania
$1.59M
MAA
16
Managed Account Advisors
New Jersey
$1.33M -$9.36K -324 -0.7%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.1M -$186K -6,452 -15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$997K +$200K +6,934 +25%
CWM
19
Concert Wealth Management
California
$933K +$11.8K +408 +1%
KFS
20
KMS Financial Services
Washington
$875K -$50K -1,730 -5%
KeyBank National Association
21
KeyBank National Association
Ohio
$833K -$605K -20,940 -42%
LPL Financial
22
LPL Financial
California
$544K +$113K +3,914 +26%
Stifel Financial
23
Stifel Financial
Missouri
$371K +$1.96K +68 +0.5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$370K +$344K +11,928 +1,302%
AI
25
Atria Investments
North Carolina
$334K +$334K +11,580 New