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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

297 hedge funds and large institutions have $3.61B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.1%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$139M
2
FWM
2
Frontier Wealth Management
Missouri
$65.5M
3
HI
3
Horizon Investments
North Carolina
$96.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$122M
5
PAG
5
Private Advisor Group
New Jersey
$55.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.1M
3
State Street
3
State Street
Massachusetts
$332M
4
RIG
4
RiverFront Investment Group
Virginia
$220M
5
Ameriprise
5
Ameriprise
Minnesota
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$385K +$160K +5,187 +71%
BL
227
Balentine LLC
Georgia
$376K -$16.6K -539 -4%
IFWM
228
Institute for Wealth Management
Colorado
$373K -$23.6K -765 -6%
C
229
Certuity
Florida
$371K +$371K +12,035 New
Baird Financial Group
230
Baird Financial Group
Wisconsin
$369K +$369K +11,945 New
AP
231
Advisor Partners
California
$356K +$62.3K +2,023 +21%
IWM
232
IHT Wealth Management
Illinois
$351K +$93.1K +3,017 +36%
BFEC
233
Benjamin F. Edwards & Company
Missouri
$351K +$200K +6,488 +132%
PPWM
234
PFG Private Wealth Management
Florida
$350K +$19.9K +646 +6%
CIAS
235
Capital Investment Advisory Services
North Carolina
$349K -$218K -7,077 -38%
MSAM
236
Moloney Securities Asset Management
Missouri
$342K -$23.5K -761 -6%
SMFS
237
Squar Milner Financial Services
California
$327K +$17K +550 +5%
WOSD
238
WFA of San Diego
California
$311K +$311K +10,079 New
LFAS
239
Level Four Advisory Services
Texas
$301K -$223K -7,214 -43%
WWM
240
Windsor Wealth Management
Indiana
$289K – – –
FAAS
241
First Allied Advisory Services
California
$289K +$289K +9,367 New
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$175K +5,661 +165%
MIM
243
Moseley Investment Management
Florida
$272K +$803 +26 +0.3%
Prudential Financial
244
Prudential Financial
New Jersey
$262K -$338K -10,947 -56%
RW
245
REDW Wealth
New Mexico
$262K -$16K -520 -6%
JFA
246
JNBA Financial Advisors
Minnesota
$255K -$42.1K -1,367 -14%
CM
247
Cornerstone Management
Georgia
$250K – – –
SSWM
248
Sheets Smith Wealth Management
North Carolina
$247K -$15.4K -500 -6%
GSIS
249
Global Strategic Investment Solutions
Arizona
$247K – – –
ISWM
250
Independent Solutions Wealth Management
New York
$239K -$216 -7 -0.1%
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