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State Street SPDR Portfolio Aggregate Bond ETF

142 hedge funds and large institutions have $1.2B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

59% more capital invested

Capital invested by funds: $757M → $1.2B (+$443M)

27% more funds holding

Funds holding: 112142 (+30)

2.03% less ownership

Funds ownership: 52.83%50.79% (-2%)

Holders
142
Holders Change
+30
Holders Change %
+26.79%
% of All Funds
3.25%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.57%
New
44
Increased
61
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$317M +$7.14M +253,004 +2%
GI
2
Gradient Investments
Minnesota
$88.6M +$83.5M +2,960,766 +1,597%
CPO
3
Cerity Partners OCIO
New York
$83.1M +$82.1M +2,911,583 +7,340%
AssetMark Inc
4
AssetMark Inc
California
$75.5M +$9.42M +333,886 +14%
TC
5
Trilogy Capital
California
$65.3M +$65.4M +2,319,734 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$53.9M +$10.9M +387,528 +25%
BCI
7
Brinker Capital Investments
Pennsylvania
$39.1M +$35.2M +1,246,769 +882%
BFG
8
Barber Financial Group
Kansas
$31.4M +$31.4M +1,114,372 New
BAAM
9
Baker Avenue Asset Management
California
$26M +$3.1M +110,028 +14%
Ameriprise
10
Ameriprise
Minnesota
$24.1M +$7.5M +265,818 +45%
FWM
11
Focused Wealth Management
New York
$20.9M +$5.58M +197,695 +36%
SMM
12
Stadion Money Management
Georgia
$20.6M +$3.39M +120,100 +20%
FI
13
FormulaFolio Investments
Michigan
$20.4M +$17.4M +617,784 +572%
BSWM
14
Boston Standard Wealth Management
Massachusetts
$18.8M +$1.89M +66,964 +11%
Creative Planning
15
Creative Planning
Kansas
$16.4M +$13.4M +475,363 +447%
Bank of America
16
Bank of America
North Carolina
$14.1M +$4.22M +149,458 +43%
AIA
17
Allegis Investment Advisors
Idaho
$13.6M +$5.03M +178,408 +59%
Wells Fargo
18
Wells Fargo
California
$13.3M +$3.24M +114,847 +32%
SFG
19
StrategIQ Financial Group
Indiana
$12.3M +$873K +30,942 +8%
AA
20
Advisory Alpha
Michigan
$11M -$781K -27,678 -7%
WA
21
Waverly Advisors
Alabama
$11M +$1.4M +49,519 +15%
JWM
22
Jackson Wealth Management
Florida
$10.9M +$408K +14,451 +4%
RA
23
RFG Advisory
Alabama
$10.6M +$9.85M +349,162 +1,367%
GP
24
Girard Partners
Pennsylvania
$10.2M +$1.35M +48,026 +15%
WP
25
WealthPLAN Partners
Nebraska
$10.1M +$4.05M +143,663 +66%