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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
226
Freestone Capital Holdings
Washington
$587K +$15.6K +508 +3%
BA
227
Bluesphere Advisors
Pennsylvania
$583K +$583K +18,946 New
MSAM
228
Moloney Securities Asset Management
Missouri
$579K -$245K -7,952 -30%
EWM
229
Echo Wealth Management
Minnesota
$570K +$570K +18,526 New
PPA
230
Parametric Portfolio Associates
Washington
$561K +$5.17K +168 +0.9%
PFS
231
Prospera Financial Services
Texas
$559K -$6.46K -210 -1%
FPW
232
Flagship Private Wealth
Massachusetts
$553K +$553K +18,053 New
CAL
233
Capital Analysts LLC
Pennsylvania
$542K +$66.6K +2,162 +14%
AP
234
Advisor Partners
California
$530K +$53.3K +1,732 +11%
EH
235
Equitable Holdings
New York
$521K +$521K +16,910 New
AF
236
Aldebaran Financial
$512K -$718K -23,328 -58%
SW
237
SteelPeak Wealth
California
$508K +$508K +16,485 New
SPI
238
Santori & Peters Inc
Pennsylvania
$506K +$506K +16,587 New
BFEC
239
Benjamin F. Edwards & Company
Missouri
$498K +$138K +4,491 +38%
WWM
240
Windsor Wealth Management
Indiana
$494K +$206K +6,695 +72%
BFA
241
Beaumont Financial Advisors
Massachusetts
$482K – – –
JWCA
242
J.W. Cole Advisors
Florida
$465K +$465K +15,102 New
Millennium Management
243
Millennium Management
New York
$461K +$461K +14,967 New
IA
244
Insight Advisors
Pennsylvania
$459K +$459K +14,906 New
BTWM
245
Baker Tilly Wealth Management
Wisconsin
$451K +$451K +14,654 New
SS
246
Sunbelt Securities
Texas
$448K +$4.84K +157 +1%
C
247
Certuity
Florida
$446K – – –
IA
248
IFG Advisory
Georgia
$441K +$200K +6,496 +83%
NFG
249
Next Financial Group
Texas
$441K +$267K +8,685 +153%
BL
250
Balentine LLC
Georgia
$421K +$5.09K +165 +1%
8 9
10
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