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State Street SPDR Portfolio Aggregate Bond ETF

42 hedge funds and large institutions have $429M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

14% more funds holding

Funds holding: 3742 (+5)

5% more capital invested

Capital invested by funds: $408M → $429M (+$20.9M)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$298M -$10.9M -374,522 -4%
AssetMark Inc
2
AssetMark Inc
California
$52.1M +$3.12M +107,268 +6%
RJA
3
Raymond James & Associates
Florida
$11.6M +$1.08M +37,262 +10%
UBS Group
4
UBS Group
Switzerland
$8M +$7.98M +274,432 New
Bank of America
5
Bank of America
North Carolina
$7.43M +$4.48M +153,952 +152%
IA
6
IndexIQ Advisors
New York
$7.29M +$1.09M +37,484 +18%
Fidelity International
7
Fidelity International
Bermuda
$5.61M +$5.59M +192,254 New
ZIM
8
Zacks Investment Management
Illinois
$4.03M +$4.02M +138,302 New
Morgan Stanley
9
Morgan Stanley
New York
$3.88M +$2.17M +74,566 +128%
CWM
10
Concert Wealth Management
California
$3.62M +$2.67M +92,004 +284%
SCA
11
Strategic Capital Alternatives
United States
$3.41M -$224K -7,696 -6%
PI
12
Placemark Investments
Illinois
$3.11M +$563K +19,356 +22%
MAA
13
Managed Account Advisors
New Jersey
$3.05M +$1.7M +58,590 +127%
FIM
14
Freedom Investment Management
Connecticut
$2.61M +$274K +9,430 +12%
Wells Fargo
15
Wells Fargo
California
$2.18M +$111K +3,832 +5%
X
16
Xponance
Pennsylvania
$1.61M
Goldman Sachs
17
Goldman Sachs
New York
$1.57M -$409K -14,062 -21%
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$1.55M -$69K -2,372 -4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.47M +$360K +12,376 +33%
ACM
20
Argentus Capital Management
Texas
$1.07M +$1.07M +36,688 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.04M +$33.3K +1,144 +3%
KeyBank National Association
22
KeyBank National Association
Ohio
$842K
CI
23
Clal Insurance
Israel
$661K +$658K +22,616 New
LPL Financial
24
LPL Financial
California
$449K -$99.1K -3,408 -18%
AI
25
Atria Investments
North Carolina
$425K +$87.3K +3,002 +26%