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State Street SPDR Portfolio Aggregate Bond ETF

61 hedge funds and large institutions have $536M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

13.01% more ownership

Funds ownership: 98.9%111.91% (+13%)

1% more capital invested

Capital invested by funds: $533M → $536M (+$3.28M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 6461 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
26
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$316M -$421K -14,578 -0.1%
AssetMark Inc
2
AssetMark Inc
California
$67.8M +$66.8M +2,312,918 +97%
BAAM
3
Baker Avenue Asset Management
California
$24.5M +$1.17M +40,548 +5%
Ameriprise
4
Ameriprise
Minnesota
$16.3M +$6.05M +209,202 +59%
SMM
5
Stadion Money Management
Georgia
$15.7M +$2.97M +102,720 +23%
UBS Group
6
UBS Group
Switzerland
$14.4M +$1.01M +35,056 +8%
Wells Fargo
7
Wells Fargo
California
$10.1M -$1.9M -65,872 -16%
Bank of America
8
Bank of America
North Carolina
$9.69M -$66.8K -2,312 -0.7%
WA
9
Waverly Advisors
Alabama
$7.28M +$1.38M +47,670 +23%
Morgan Stanley
10
Morgan Stanley
New York
$6.1M -$1.9M -65,710 -24%
SHGA
11
Sand Hill Global Advisors
California
$5.53M +$1.72M +59,572 +45%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.04M -$274K -9,480 -5%
SFS
13
Sowell Financial Services
Arkansas
$4.83M +$4.7M +162,544 +94%
Jane Street
14
Jane Street
New York
$2.73M +$1.76M +60,770 +179%
FTS
15
Fifth Third Securities
Ohio
$1.9M +$65.1K +2,254 +4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.82M +$1.33M +46,120 +79%
BFA
17
Beaumont Financial Advisors
Massachusetts
$1.77M -$63.1K -2,184 -3%
HIIFS
18
Harel Insurance Investments & Financial Services
Israel
$1.75M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.68M +$36.2K +1,252 +2%
CFGF
20
Compass Financial Group (Florida)
Florida
$1.63M -$11.3K -390 -0.7%
LPL Financial
21
LPL Financial
California
$1.58M +$598K +20,680 +61%
Goldman Sachs
22
Goldman Sachs
New York
$1.55M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.51M -$3.04M -105,216 -67%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.34M -$10.6K -368 -0.8%
DWM
25
Destination Wealth Management
California
$1.11M