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State Street SPDR Portfolio Aggregate Bond ETF

47 hedge funds and large institutions have $569M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

105.06% more ownership

Funds ownership: 0%105.06% (+105%)

10% more capital invested

Capital invested by funds: $516M → $569M (+$53.5M)

9% more funds holding

Funds holding: 4347 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
14
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$317M -$7.61M -264,648 -2%
AssetMark Inc
2
AssetMark Inc
California
$83.5M +$14.2M +494,956 +20%
Bank of America
3
Bank of America
North Carolina
$76.9M +$44.2M +1,535,496 +132%
UBS Group
4
UBS Group
Switzerland
$14.5M -$566K -19,698 -4%
ZIM
5
Zacks Investment Management
Illinois
$11.1M +$11.2M +389,066 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.53M -$1.26M -43,764 -14%
Wells Fargo
7
Wells Fargo
California
$6.88M -$125K -4,350 -2%
CWM
8
Concert Wealth Management
California
$5.61M -$364K -12,654 -6%
IA
9
IndexIQ Advisors
New York
$4.96M -$1.91M -66,482 -28%
GAG
10
GM Advisory Group
New York
$4.13M -$3.53M -122,830 -46%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.42M +$2.76M +96,082 +402%
ACM
12
Argentus Capital Management
Texas
$2.98M +$1.91M +66,340 +174%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.31M +$1.38M +47,820 +144%
X
14
Xponance
Pennsylvania
$2.23M
FIM
15
Freedom Investment Management
Connecticut
$2.21M +$732K +25,462 +49%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.15M +$194K +6,754 +10%
Morgan Stanley
17
Morgan Stanley
New York
$2.12M +$201K +6,982 +10%
Jane Street
18
Jane Street
New York
$2.03M +$2.05M +71,224 New
CFGF
19
Compass Financial Group (Florida)
Florida
$2.01M +$2.03M +70,562 New
LPL Financial
20
LPL Financial
California
$2.01M +$1.25M +43,348 +160%
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$1.73M +$1.74M +60,674 New
Goldman Sachs
22
Goldman Sachs
New York
$1.54M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.42M -$92.3K -3,210 -6%
WA
24
Waverly Advisors
Alabama
$1.31M +$144K +4,992 +12%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$1.23M -$32.1K -1,116 -3%