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State Street SPDR Portfolio Aggregate Bond ETF

112 hedge funds and large institutions have $757M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

367% more funds holding in top 10

Funds holding in top 10: 314 (+11)

84% more funds holding

Funds holding: 61112 (+51)

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $536M → $757M (+$221M)

59.08% less ownership

Funds ownership: 111.91%52.83% (-59%)

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
28
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$316M +$1.65M +57,182 +0.5%
AssetMark Inc
2
AssetMark Inc
California
$67.4M -$67.7M -2,353,707 -50%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$43.9M +$43.9M +1,526,460 New
BAAM
4
Baker Avenue Asset Management
California
$23.4M -$1.03M -35,644 -4%
SMM
5
Stadion Money Management
Georgia
$17.6M +$1.93M +67,140 +12%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$17.3M +$17.3M +600,998 New
Ameriprise
7
Ameriprise
Minnesota
$16.9M +$682K +23,701 +4%
FWM
8
Focused Wealth Management
New York
$15.7M +$15.7M +545,774 New
BCM
9
Bluefin Capital Management
New York
$14.9M +$14.9M +516,767 New
UBS Group
10
UBS Group
Switzerland
$14.3M -$86.7K -3,013 -0.6%
AA
11
Advisory Alpha
Michigan
$12M +$12.2M +424,716 New
SFG
12
StrategIQ Financial Group
Indiana
$11.7M +$11.7M +405,774 New
JWM
13
Jackson Wealth Management
Florida
$10.6M +$10.7M +372,564 New
Wells Fargo
14
Wells Fargo
California
$10.3M +$225K +7,819 +2%
Bank of America
15
Bank of America
North Carolina
$10.1M +$419K +14,556 +4%
HCM
16
Horan Capital Management
Maryland
$9.92M +$9.93M +345,126 New
WA
17
Waverly Advisors
Alabama
$9.77M +$2.52M +87,539 +35%
GP
18
Girard Partners
Pennsylvania
$9.06M +$9.07M +315,162 New
AIA
19
Allegis Investment Advisors
Idaho
$8.72M +$8.73M +303,404 New
MFS
20
McNamara Financial Services
Massachusetts
$7.41M +$7.42M +257,858 New
DDPOM
21
Delta Dental Plan of Michigan
Michigan
$6.6M +$6.78M +235,452 New
WP
22
WealthPLAN Partners
Nebraska
$6.21M +$6.22M +216,080 New
AWMG
23
Alliance Wealth Management Group
New Jersey
$6.17M +$6.19M +214,959 New
SHGA
24
Sand Hill Global Advisors
California
$5.51M
GI
25
Gradient Investments
Minnesota
$5.33M +$5.34M +185,412 New