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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
226
Osborne Partners Capital Management
California
$638K +$638K +21,263 New
VA
227
Valmark Advisers
Ohio
$625K -$230K -7,665 -27%
FCH
228
Freestone Capital Holdings
Washington
$606K +$14.7K +490 +2%
BCA
229
Bay Colony Advisors
Massachusetts
$578K -$244K -8,117 -30%
VC
230
Vicus Capital
Pennsylvania
$578K +$148K +4,936 +34%
IF
231
Intrua Financial
Texas
$577K -$19.1K -634 -3%
HH
232
Hilltop Holdings
Texas
$554K +$51.9K +1,728 +10%
Citigroup
233
Citigroup
New York
$549K -$69K -2,300 -11%
WWM
234
Western Wealth Management
Colorado
$540K -$491K -16,286 -48%
MW
235
Marcum Wealth
Ohio
$538K +$223K +7,435 +71%
RVPG
236
Relative Value Partners Group
$529K – – –
RRCM
237
Rappaport Reiches Capital Management
Illinois
$524K +$524K +17,475 New
WWM
238
Windsor Wealth Management
Indiana
$523K +$20.6K +685 +4%
PPA
239
Parametric Portfolio Associates
Washington
$519K -$26.7K -891 -5%
PFS
240
Prospera Financial Services
Texas
$513K -$9.84K -328 -2%
CFGF
241
Compass Financial Group (Florida)
Florida
$512K +$1.2K +40 +0.2%
GKWIM
242
Gerber Kawasaki Wealth & Investment Management
California
$506K -$84.8K -2,826 -14%
SI
243
Stephens Inc
Arkansas
$504K – – –
BFA
244
Beaumont Financial Advisors
Massachusetts
$498K – – –
CAC
245
Certified Advisory Corp
Florida
$497K +$34.1K +1,137 +7%
CW
246
Connectus Wealth
Ohio
$485K – – –
CW
247
CreativeOne Wealth
Kansas
$485K +$134K +4,464 +38%
AP
248
Advisor Partners
California
$480K -$58.4K -1,947 -11%
EWM
249
Echo Wealth Management
Minnesota
$475K -$18.5K -612 -4%
IA
250
Insight Advisors
Pennsylvania
$466K +$141K +4,650 +43%
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10
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