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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
RJA
5
Raymond James & Associates
Florida
$79.2M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
226
Insight Wealth Strategies
California
$320K +$320K +10,587 New
C1AG
227
Client 1st Advisory Group
Florida
$315K -$298K -9,876 -49%
JPMorgan Chase & Co
228
JPMorgan Chase & Co
New York
$314K +$300K +9,929 +2,108%
SMFS
229
Squar Milner Financial Services
California
$303K +$86.5K +2,864 +40%
GFPC
230
Global Financial Private Client
Florida
$300K +$19K +627 +7%
JFA
231
JNBA Financial Advisors
Minnesota
$291K -$88.3K -2,926 -23%
AP
232
Advisor Partners
California
$287K +$287K +9,537 New
WWM
233
Windsor Wealth Management
Indiana
$283K +$60.6K +2,005 +27%
SW
234
SkyOak Wealth
Michigan
$282K +$14.5K +480 +5%
RPGK
235
Retirement Planning Group (Kansas)
Kansas
$272K -$113K -3,734 -29%
RW
236
REDW Wealth
New Mexico
$272K -$9.38K -311 -3%
MIM
237
Moseley Investment Management
Florida
$265K +$12.2K +404 +5%
GBBWRPM
238
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$263K -$242K -8,012 -48%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$258K -$727K -24,066 -74%
HPC
240
Hobart Private Capital
North Carolina
$257K -$8.16K -270 -3%
SSWM
241
Sheets Smith Wealth Management
North Carolina
$257K – – –
IWM
242
IHT Wealth Management
Illinois
$253K +$253K +8,358 New
AWM
243
Affinity Wealth Management
Delaware
$251K -$713K -23,338 -74%
ACM
244
Armbruster Capital Management
New York
$250K -$253K -8,360 -50%
CM
245
Cornerstone Management
Georgia
$245K -$9.85K -326 -4%
GSIS
246
Global Strategic Investment Solutions
Arizona
$242K – – –
BI
247
Ballast Inc
Kentucky
$241K -$991K -32,825 -80%
ISWM
248
Independent Solutions Wealth Management
New York
$235K +$12.3K +407 +6%
RJT
249
Raymond James Trust
Florida
$223K +$223K +7,383 New
GWM
250
Geneos Wealth Management
Colorado
$220K +$50.8K +1,691 +30%
8 9
10
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