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State Street SPDR Portfolio Aggregate Bond ETF

43 hedge funds and large institutions have $516M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $497M → $516M (+$19.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4443 (-1)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
12
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$329M +$16.2M +563,048 +5%
AssetMark Inc
2
AssetMark Inc
California
$70.3M +$592K +20,558 +0.9%
Bank of America
3
Bank of America
North Carolina
$33.6M +$26.3M +913,266 +369%
UBS Group
4
UBS Group
Switzerland
$15.3M -$341K -11,834 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.9M -$679K -23,602 -7%
GAG
6
GM Advisory Group
New York
$7.74M -$5.49M -190,824 -42%
Wells Fargo
7
Wells Fargo
California
$7.09M +$6.13M +212,958 +655%
IA
8
IndexIQ Advisors
New York
$6.95M -$1.58M -54,722 -19%
CWM
9
Concert Wealth Management
California
$6.04M -$135K -4,696 -2%
Fidelity International
10
Fidelity International
Bermuda
$4.9M -$597K -20,744 -11%
SCA
11
Strategic Capital Alternatives
United States
$3.43M -$1.26M -43,668 -27%
X
12
Xponance
Pennsylvania
$2.33M -$3.37M -116,958 -60%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.99M +$710K +24,672 +56%
Morgan Stanley
14
Morgan Stanley
New York
$1.95M -$55.4K -1,926 -3%
Goldman Sachs
15
Goldman Sachs
New York
$1.56M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.53M +$61.8K +2,148 +4%
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$1.28M -$74K -2,572 -6%
AI
18
Atria Investments
North Carolina
$1.25M +$176K +6,110 +17%
WA
19
Waverly Advisors
Alabama
$1.18M +$685K +23,778 +140%
ACM
20
Argentus Capital Management
Texas
$1.1M -$64.1K -2,226 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$957K +$611K +21,224 +179%
FIM
22
Freedom Investment Management
Connecticut
$913K -$1.4M -48,536 -48%
KeyBank National Association
23
KeyBank National Association
Ohio
$785K
LPL Financial
24
LPL Financial
California
$783K +$172K +5,958 +28%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$691K -$2.03M -70,474 -75%