SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

303 hedge funds and large institutions have $3.78B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.13%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$143M
2
WCWM
2
Willow Creek Wealth Management
California
$53.3M
3
LPL Financial
3
LPL Financial
California
$184M
4
UBS Group
4
UBS Group
Switzerland
$30.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$281M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HI
3
Horizon Investments
North Carolina
$61.4M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Voya Financial Advisors
Connecticut
$384K +$384K +12,435 New
HS
227
Horan Securities
United States
$375K +$288K +9,343 +331%
AIA
228
Alera Investment Advisors
Illinois
$369K +$369K +11,966 New
VPIM
229
Vanguard Personalized Indexing Management
California
$367K +$367K +11,905 New
BFEC
230
Benjamin F. Edwards & Company
Missouri
$360K +$9.63K +313 +3%
OPS
231
Orion Portfolio Solutions
Nebraska
$358K -$453K -14,700 -56%
PPWM
232
PFG Private Wealth Management
Florida
$349K -$894 -29 -0.3%
FAAS
233
First Allied Advisory Services
California
$306K +$17.4K +566 +6%
HighTower Advisors
234
HighTower Advisors
Illinois
$301K +$301K +9,755 New
Prudential Financial
235
Prudential Financial
New Jersey
$296K +$34.1K +1,104 +13%
B
236
Bridgeworth
Alabama
$290K +$290K +9,404 New
WWM
237
Windsor Wealth Management
Indiana
$287K – – –
AFP
238
Ausdal Financial Partners
Iowa
$282K +$282K +9,167 New
SIA
239
Strategic Investment Advisors
Michigan
$280K -$495K -16,062 -64%
DI
240
Diligent Investors
California
$272K +$272K +8,814 New
MIM
241
Moseley Investment Management
Florida
$269K -$2.44K -79 -0.9%
IWC
242
Integrated Wealth Concepts
Massachusetts
$267K -$156K -5,049 -37%
AA
243
Ancora Advisors
Ohio
$265K +$84.2K +2,729 +47%
NC
244
NovaPoint Capital
Georgia
$263K +$263K +8,552 New
WOSD
245
WFA of San Diego
California
$261K -$49K -1,593 -16%
T
246
TRUADVICE
Florida
$258K +$258K +8,425 New
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$257K -$23.2K -752 -8%
RW
248
REDW Wealth
New Mexico
$257K -$5.15K -167 -2%
RJT
249
Raymond James Trust
Florida
$257K +$47.1K +1,528 +22%
CM
250
Cornerstone Management
Georgia
$249K – – –
8 9
10
11 12