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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

297 hedge funds and large institutions have $3.61B invested in State Street 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

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

Funds ownership: 70.69% → 70.3% (-0.39%)

4% less funds holding

Funds holding: 309 → 297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 68 → 58 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
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
LPL Financial
California
+$79.9M
2
FWM
Frontier Wealth Management
Missouri
+$64.8M
3
HI
Horizon Investments
North Carolina
+$59.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30M
5
PAG
Private Advisor Group
New Jersey
+$25.6M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$183M
2
Citadel Advisors
Citadel Advisors
Florida
-$54.3M
3
State Street
State Street
Massachusetts
-$36.5M
4
RIG
RiverFront Investment Group
Virginia
-$15.8M
5
Ameriprise
Ameriprise
Minnesota
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$385K +$158K +5,187 +71%
BL
227
Balentine LLC
Georgia
$376K -$16.5K -539 -4%
IFWM
228
Institute for Wealth Management
Colorado
$373K -$23.4K -765 -6%
C
229
Certuity
Florida
$371K +$368K +12,035 New
Baird Financial Group
230
Baird Financial Group
Wisconsin
$369K +$365K +11,945 New
AP
231
Advisor Partners
California
$356K +$61.8K +2,023 +21%
IWM
232
IHT Wealth Management
Illinois
$351K +$92.2K +3,017 +36%
BFEC
233
Benjamin F. Edwards & Company
Missouri
$351K +$198K +6,488 +132%
PPWM
234
PFG Private Wealth Management
Florida
$350K +$19.7K +646 +6%
CIAS
235
Capital Investment Advisory Services
North Carolina
$349K -$216K -7,077 -38%
MSAM
236
Moloney Securities Asset Management
Missouri
$342K -$23.2K -761 -6%
SMFS
237
Squar Milner Financial Services
California
$327K +$16.8K +550 +5%
WOSD
238
WFA of San Diego
California
$311K +$308K +10,079 New
LFAS
239
Level Four Advisory Services
Texas
$301K -$220K -7,214 -43%
WWM
240
Windsor Wealth Management
Indiana
$289K – – –
FAAS
241
First Allied Advisory Services
California
$289K +$286K +9,367 New
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$173K +5,661 +165%
MIM
243
Moseley Investment Management
Florida
$272K +$794 +26 +0.3%
Prudential Financial
244
Prudential Financial
New Jersey
$262K -$334K -10,947 -56%
RW
245
REDW Wealth
New Mexico
$262K -$15.9K -520 -6%
JFA
246
JNBA Financial Advisors
Minnesota
$255K -$41.8K -1,367 -14%
CM
247
Cornerstone Management
Georgia
$250K – – –
SSWM
248
Sheets Smith Wealth Management
North Carolina
$247K -$15.3K -500 -6%
GSIS
249
Global Strategic Investment Solutions
Arizona
$247K – – –
ISWM
250
Independent Solutions Wealth Management
New York
$239K -$214 -7 -0.1%
8 9
10
11 12

SPAB Hedge Fund Activity: Q2 2020 in Review

297 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2020, worth a combined $3.61B — up 3.9% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SPAB and 30 opened new positions — a net loss of 8 holders — while 113 trimmed existing stakes and 128 added.

The largest buyer was LPL Financial, adding an estimated $79.9M. The largest seller was Stadion Money Management, cutting an estimated $183M.

  • 297 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2020, down from 309 in Q1 2020.
  • Funds reported $3.61B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2020 and 38 closed out, a net change of -8 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2020 was LPL Financial, an estimated $79.9M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2020 was Stadion Money Management, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.