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SPDR Portfolio Aggregate Bond ETF

64 hedge funds and large institutions have $533M invested in SPDR Portfolio Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
24
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
State Street
1
State Street
Massachusetts
$316M 5,476,400 -356,935 -6%
AssetMark Inc
2
AssetMark Inc
California
$68.8M 1,193,206 -85,566 -7%
BAAM
3
Baker Avenue Asset Management
California
$23.3M 404,585 +5,371 +1%
UBS Group
4
UBS Group
Switzerland
$13.4M 232,802 -32 -0%
SMM
5
Stadion Money Management
Georgia
$12.7M 220,772 +55,461 +34%
Wells Fargo
6
Wells Fargo
California
$12M 207,806 +13,108 +7%
Ameriprise
7
Ameriprise
Minnesota
$10.3M 178,431 -17,891 -9%
Bank of America
8
Bank of America
North Carolina
$9.75M 169,110 +1,948 +1%
Morgan Stanley
9
Morgan Stanley
New York
$7.99M 138,497 +39,963 +41%
WA
10
Waverly Advisors
Alabama
$5.9M 102,344 +8,865 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.31M 91,992 -4,822 -5%
SFS
12
Sowell Financial Services
Arkansas
$5M 86,709 -18,952 -18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.55M 78,844 +39,418 +100%
SHGA
14
Sand Hill Global Advisors
California
$3.81M 66,098 +66,098 New
X
15
Xponance
Pennsylvania
$2.24M 39,191
FTS
16
Fifth Third Securities
Ohio
$1.84M 31,819 +2,284 +8%
BFA
17
Beaumont Financial Advisors
Massachusetts
$1.83M 31,717 -4,755 -13%
HIIFS
18
Harel Insurance Investments & Financial Services
Israel
$1.75M 30,337
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.69M 29,220 +7,649 +35%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.65M 28,527 +8,377 +42%
CFGF
21
Compass Financial Group (Florida)
Florida
$1.64M 28,436 -1,050 -4%
Goldman Sachs
22
Goldman Sachs
New York
$1.55M 26,817
Citadel Advisors
23
Citadel Advisors
Florida
$1.51M 26,187 -19,650 -43%
UCFA
24
United Capital Financial Advisors
Texas
$1.45M 25,139 -2,052 -8%
VKH
25
Virtu KCG Holdings
New York
$1.38M 24,003 -82,493 -77%