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SPDR Portfolio Aggregate Bond ETF

112 hedge funds and large institutions have $757M invested in SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 50 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
112
Holders Change
+51
Holders Change %
+83.61%
% of All Funds
2.54%
Holding in Top 10
14
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+366.67%
% of All Funds
0.32%
New
57
Increased
50
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
State Street
1
State Street
Massachusetts
$316M 10,995,404 +5,526,293 +101%
AssetMark Inc
2
AssetMark Inc
California
$67.4M 2,345,623 -4,042 -0.2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$43.9M 1,526,460 +1,526,460 New
BAAM
4
Baker Avenue Asset Management
California
$23.4M 814,074 +389,215 +92%
SMM
5
Stadion Money Management
Georgia
$17.6M 611,404 +339,272 +125%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$17.3M 600,998 +600,998 New
Ameriprise
7
Ameriprise
Minnesota
$17M 589,765 +306,733 +108%
FWM
8
Focused Wealth Management
New York
$15.7M 545,774 +545,774 New
BCM
9
Bluefin Capital Management
New York
$14.9M 516,767 +516,767 New
UBS Group
10
UBS Group
Switzerland
$14.3M 497,647 +247,317 +99%
AA
11
Advisory Alpha
Michigan
$12M 424,716 +424,716 New
SFG
12
StrategIQ Financial Group
Indiana
$11.7M 405,774 +405,774 New
JWM
13
Jackson Wealth Management
Florida
$10.6M 372,564 +372,564 New
Wells Fargo
14
Wells Fargo
California
$10.3M 357,559 +182,689 +104%
Bank of America
15
Bank of America
North Carolina
$10.1M 350,464 +182,510 +109%
HCM
16
Horan Capital Management
Maryland
$9.92M 345,126 +345,126 New
WA
17
Waverly Advisors
Alabama
$9.77M 339,897 +213,718 +169%
GP
18
Girard Partners
Pennsylvania
$9.06M 315,162 +315,162 New
AIA
19
Allegis Investment Advisors
Idaho
$8.72M 303,404 +303,404 New
MFS
20
McNamara Financial Services
Massachusetts
$7.41M 257,858 +257,858 New
DDPOM
21
Delta Dental Plan of Michigan
Michigan
$6.6M 235,452 +235,452 New
WP
22
WealthPLAN Partners
Nebraska
$6.21M 216,080 +216,080 New
AWMG
23
Alliance Wealth Management Group
New Jersey
$6.17M 214,959 +214,959 New
SHGA
24
Sand Hill Global Advisors
California
$5.51M 191,768 +95,884 +100%
GI
25
Gradient Investments
Minnesota
$5.33M 185,412 +185,412 New