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State Street SPDR Portfolio Aggregate Bond ETF

248 hedge funds and large institutions have $2.96B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 56

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $2.44B → $2.96B (+$524M)

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

6% more funds holding

Funds holding: 233248 (+15)

3.19% more ownership

Funds ownership: 59.55%62.73% (+3.2%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.44%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
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
$404M +$9.73M +330,577 +2%
State Street
2
State Street
Massachusetts
$339M -$10.8M -367,440 -3%
SMM
3
Stadion Money Management
Georgia
$248M +$213M +7,249,474 +653%
CPO
4
Cerity Partners OCIO
New York
$110M +$4.64M +157,836 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$105M +$16.6M +565,867 +19%
Creative Planning
6
Creative Planning
Kansas
$91.3M +$9.37M +318,506 +12%
AssetMark Inc
7
AssetMark Inc
California
$85.7M -$399K -13,549 -0.5%
TC
8
Trilogy Capital
California
$69.7M -$532K -18,098 -0.8%
Morgan Stanley
9
Morgan Stanley
New York
$64.9M +$40.5M +1,374,926 +169%
GI
10
Gradient Investments
Minnesota
$63.6M +$1.08M +36,755 +2%
TC
11
TownSquare Capital
Utah
$62.3M +$7.05M +239,772 +13%
NAS
12
Nicolet Advisory Services
Wisconsin
$55.5M -$5.6M -190,203 -9%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$54.7M
Ameriprise
14
Ameriprise
Minnesota
$52.8M +$3.41M +115,944 +7%
BCI
15
Brinker Capital Investments
Pennsylvania
$48.2M -$7.11M -241,796 -13%
BAAM
16
Baker Avenue Asset Management
California
$47.4M +$1.29M +43,975 +3%
RJA
17
Raymond James & Associates
Florida
$44.3M -$300K -10,183 -0.7%
GFPC
18
Global Financial Private Capital
Florida
$36.7M +$26.1M +885,869 +252%
BFG
19
Barber Financial Group
Kansas
$33.5M -$1.31M -44,467 -4%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$28.4M +$17.9M +608,125 +171%
RA
21
RFG Advisory
Alabama
$28.1M +$8.38M +284,758 +43%
MD
22
Money Design
Japan
$27.1M +$1.45M +49,354 +6%
BSWM
23
Boston Standard Wealth Management
Massachusetts
$25.3M +$851K +28,937 +4%
Wells Fargo
24
Wells Fargo
California
$23.9M +$759K +25,803 +3%
UCFA
25
United Capital Financial Advisors
Texas
$22.1M +$7.68M +261,192 +54%