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State Street SPDR Portfolio Aggregate Bond ETF

223 hedge funds and large institutions have $2.19B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 62

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

2% more funds holding

Funds holding: 218223 (+5)

2% more capital invested

Capital invested by funds: $2.15B → $2.19B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

2.07% less ownership

Funds ownership: 60.87%58.79% (-2.1%)

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$358M +$27.9M +992,505 +9%
State Street
2
State Street
Massachusetts
$351M -$4.49M -159,912 -1%
CPO
3
Cerity Partners OCIO
New York
$95.2M +$6.15M +219,242 +7%
AssetMark Inc
4
AssetMark Inc
California
$86.7M +$7.91M +281,855 +10%
TC
5
Trilogy Capital
California
$67.9M -$3M -106,706 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$60.9M +$38.8M +1,383,475 +184%
GI
7
Gradient Investments
Minnesota
$59.7M -$45.1M -1,605,432 -43%
Creative Planning
8
Creative Planning
Kansas
$58.2M +$11M +393,183 +24%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$54.7M -$20.7M -737,035 -29%
NAS
10
Nicolet Advisory Services
Wisconsin
$51.3M +$50.5M +1,798,480 New
RJA
11
Raymond James & Associates
Florida
$44M -$447K -15,916 -1%
BAAM
12
Baker Avenue Asset Management
California
$42.5M +$14.6M +519,711 +54%
TC
13
TownSquare Capital
Utah
$41.3M +$9.7M +345,539 +31%
BCI
14
Brinker Capital Investments
Pennsylvania
$40.9M +$2.86M +101,734 +8%
Ameriprise
15
Ameriprise
Minnesota
$39M +$4.04M +143,905 +12%
Wells Fargo
16
Wells Fargo
California
$37.8M +$3.06M +108,906 +9%
BFG
17
Barber Financial Group
Kansas
$31M +$2.43M +86,609 +9%
SMM
18
Stadion Money Management
Georgia
$30.9M -$164M -5,843,932 -84%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26M +$24.9M +888,222 +3,912%
FWM
20
Focused Wealth Management
New York
$23.5M +$9.51M +338,781 +70%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$21.9M +$208K +7,415 +1%
RA
22
RFG Advisory
Alabama
$19.3M -$21.7M -772,116 -53%
CWSR
23
Chessman Wealth Strategies RIA
Texas
$19.3M +$19M +676,475 New
MD
24
Money Design
Japan
$19.2M +$18.6M +661,486 +5,592%
GP
25
Girard Partners
Pennsylvania
$15.5M -$208K -7,402 -1%