SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTA
226
Financial & Tax Architects
Missouri
$644K +$644K +21,736 New
PWA
227
Peterson Wealth Advisors
Utah
$624K -$5.28K -178 -0.8%
BFEC
228
Benjamin F. Edwards & Company
Missouri
$615K +$135K +4,550 +28%
SA
229
Shilanski & Associates
Alaska
$611K +$5.34K +180 +0.9%
Citigroup
230
Citigroup
New York
$611K +$12.5K +421 +2%
IF
231
Intrua Financial
Texas
$591K +$591K +19,826 New
GKWIM
232
Gerber Kawasaki Wealth & Investment Management
California
$584K -$162K -5,452 -22%
FCH
233
Freestone Capital Holdings
Washington
$584K +$19.4K +654 +3%
CAL
234
Capital Analysts LLC
Pennsylvania
$577K +$55.1K +1,859 +11%
ICMP
235
Integrated Capital Management (Pennsylvania)
Pennsylvania
$569K +$569K +19,196 New
BTWM
236
Baker Tilly Wealth Management
Wisconsin
$551K +$116K +3,924 +27%
PPA
237
Parametric Portfolio Associates
Washington
$540K -$712 -24 -0.1%
SWP
238
Summit Wealth Partners
Florida
$536K -$165K -5,560 -24%
AP
239
Advisor Partners
California
$532K +$21.5K +727 +4%
RVPG
240
Relative Value Partners Group
$523K -$214K -7,214 -29%
PFS
241
Prospera Financial Services
Texas
$517K -$21.7K -730 -4%
RFN
242
RDA Financial Network
Iowa
$510K -$211K -7,128 -29%
CFGF
243
Compass Financial Group (Florida)
Florida
$505K -$129K -4,345 -20%
IA
244
IFP Advisors
Florida
$499K +$218K +7,306 +78%
SI
245
Stephens Inc
Arkansas
$498K +$498K +16,801 New
WWM
246
Windsor Wealth Management
Indiana
$496K +$20.1K +678 +4%
HH
247
Hilltop Holdings
Texas
$496K +$251K +8,455 +102%
BFA
248
Beaumont Financial Advisors
Massachusetts
$492K +$28.2K +950 +6%
EWM
249
Echo Wealth Management
Minnesota
$484K -$65.1K -2,196 -12%
CW
250
Connectus Wealth
Ohio
$480K +$480K +16,176 New
8 9
10
11 12