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State Street SPDR Portfolio Aggregate Bond ETF

233 hedge funds and large institutions have $2.44B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 56

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $2.19B → $2.44B (+$243M)

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

4% more funds holding

Funds holding: 223233 (+10)

0.75% more ownership

Funds ownership: 58.79%59.55% (+0.75%)

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.06%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$388M +$20.9M +730,270 +6%
State Street
2
State Street
Massachusetts
$344M -$14M -489,508 -4%
CPO
3
Cerity Partners OCIO
New York
$104M +$6.15M +214,882 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$87M +$24.3M +848,808 +40%
AssetMark Inc
5
AssetMark Inc
California
$84.7M -$3.79M -132,420 -4%
Creative Planning
6
Creative Planning
Kansas
$80.5M +$20.6M +720,668 +35%
TC
7
Trilogy Capital
California
$68.6M -$639K -22,322 -0.9%
GI
8
Gradient Investments
Minnesota
$61.5M +$560K +19,559 +0.9%
NAS
9
Nicolet Advisory Services
Wisconsin
$60.1M +$7.53M +263,074 +15%
TC
10
TownSquare Capital
Utah
$55.4M +$12.6M +440,331 +30%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$54.7M
BCI
12
Brinker Capital Investments
Pennsylvania
$54.5M +$12.4M +433,184 +30%
Ameriprise
13
Ameriprise
Minnesota
$48.6M +$8.64M +301,762 +22%
BAAM
14
Baker Avenue Asset Management
California
$45.3M +$1.88M +65,760 +4%
RJA
15
Raymond James & Associates
Florida
$43.9M -$1M -34,986 -2%
BFG
16
Barber Financial Group
Kansas
$34.3M +$2.57M +89,949 +8%
SMM
17
Stadion Money Management
Georgia
$32.4M +$844K +29,480 +3%
FWM
18
Focused Wealth Management
New York
$25.8M +$1.74M +60,947 +7%
MD
19
Money Design
Japan
$25.3M +$5.53M +193,271 +29%
BSWM
20
Boston Standard Wealth Management
Massachusetts
$24.1M +$1.5M +52,365 +7%
Morgan Stanley
21
Morgan Stanley
New York
$23.8M +$12.5M +436,714 +115%
Wells Fargo
22
Wells Fargo
California
$22.7M -$15.6M -544,573 -41%
RIM
23
Redwood Investment Management
Arizona
$22M +$18M +627,212 +489%
CCFM
24
Clear Creek Financial Management
Washington
$21M +$20.6M +719,399 New
RA
25
RFG Advisory
Alabama
$19.3M -$423K -14,777 -2%