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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in 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
Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$87M
2
AF
Allworth Financial
California
$388M
3
Creative Planning
Creative Planning
Kansas
$80.5M
4
RIM
Redwood Investment Management
Arizona
$22M
5
TC
TownSquare Capital
Utah
$55.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$0
2
CWSR
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
Wells Fargo
California
$22.7M
4
State Street
State Street
Massachusetts
$344M
5
AssetMark Inc
AssetMark Inc
California
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
226
Redhawk Wealth Advisors
Minnesota
$6K +$6K +212 New
IWMA
227
Ironwood Wealth Management (Arizona)
Arizona
$5K -$8.07K -300 -62%
GWMIA
228
Global Wealth Management Investment Advisory
Florida
$3K -$7.1K -246 -70%
AIC
229
Archer Investment Corporation
Indiana
$3K -$656 -21 -18%
AWM
230
Avior Wealth Management
Nebraska
$2K – – –
PA
231
Parallel Advisors
California
$2K +$2K +76 New
BlackRock
232
BlackRock
New York
$1K – – –
FCH
233
Freestone Capital Holdings
Washington
$518 -$24 -806 -4%
Bank of New York Mellon
234
Bank of New York Mellon
New York
– -$26M -910,927 Closed
CWSR
235
Chessman Wealth Strategies RIA
Texas
– -$19.3M -676,475 Closed
RCIM
236
Red Cedar Investment Management
Michigan
– -$2.84M -100,118 Closed
FWM
237
Frontier Wealth Management
Missouri
– -$2.72M -95,183 Closed
FC
238
Financial Consulate
Maryland
– -$650K -22,764 Closed
WP
239
WealthSource Partners
California
– -$594K -20,801 Closed
FC
240
Forte Capital
New York
– -$592K -20,727 Closed
Deutsche Bank
241
Deutsche Bank
Germany
– -$543K -19,040 Closed
VCM
242
Virtue Capital Management
Tennessee
– -$492K -17,229 Closed
AFP
243
Ausdal Financial Partners
Iowa
– -$473K -16,558 Closed
CFA
244
Carroll Financial Associates
North Carolina
– -$224K -7,860 Closed
Millennium Management
245
Millennium Management
New York
– -$216K -7,565 Closed
APA
246
American Portfolios Advisors
New York
– -$136K -4,766 Closed
WAM
247
Wealthspire Advisors (Maryland)
Maryland
– -$111K -3,881 Closed
AIC
248
Ameritas Investment Company
Nebraska
– -$44K -1,548 Closed
RCG
249
Ruggie Capital Group
Florida
– -$34K -1,195 Closed
SFA
250
Semmax Financial Advisors
North Carolina
– -$22K -755 Closed
7 8 9
10
11