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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
226
Cascadia Advisory Services
Oregon
$316K +$317K +10,768 New
PPWM
227
PFG Private Wealth Management
Florida
$295K +$296K +10,037 New
CAL
228
Capital Analysts LLC
Pennsylvania
$289K +$40.2K +1,365 +16%
FTUS
229
Flow Traders U.S.
New York
$279K -$2.88M -97,839 -91%
AFP
230
Ausdal Financial Partners
Iowa
$276K +$273K +9,251 New
RW
231
REDW Wealth
New Mexico
$274K -$4.27K -145 -2%
GFPC
232
Global Financial Private Client
Florida
$273K +$274K +9,281 New
CFG
233
Cooper Financial Group
California
$266K +$267K +9,053 New
SL
234
Savior LLC
Massachusetts
$262K +$263K +8,918 New
SW
235
SkyOak Wealth
Michigan
$260K +$261K +8,866 New
HPC
236
Hobart Private Capital
North Carolina
$258K -$138K -4,688 -35%
SSWM
237
Sheets Smith Wealth Management
North Carolina
$250K – – –
IF
238
IRON Financial
Illinois
$248K +$249K +8,433 New
CM
239
Cornerstone Management
Georgia
$247K +$39.6K +1,345 +19%
MIM
240
Moseley Investment Management
Florida
$246K -$295 -10 -0.1%
AWM
241
Avior Wealth Management
Nebraska
$236K +$234K +7,944 +8,635%
GSIS
242
Global Strategic Investment Solutions
Arizona
$235K +$236K +8,000 New
FAIM
243
Financial Advocates Investment Management
Washington
$220K +$221K +7,487 New
ADL
244
Asset Dedication LLC
California
$217K +$3.68K +125 +2%
CWM
245
Cornerstone Wealth Management
Missouri
$217K +$217K +7,371 New
ISWM
246
Independent Solutions Wealth Management
New York
$216K +$217K +7,355 New
WWM
247
Windsor Wealth Management
Indiana
$216K +$14.8K +502 +7%
SMFS
248
Squar Milner Financial Services
California
$210K -$85.7K -2,909 -29%
WI
249
Wintrust Investments
Illinois
$206K – – –
DAS
250
Dynamic Advisor Solutions
Arizona
$203K – – –
8 9
10
11 12

SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.