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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
226
Relative Value Partners Group
$526K – – –
HH
227
Hilltop Holdings
Texas
$520K -$30.9K -1,035 -6%
PFS
228
Prospera Financial Services
Texas
$519K +$8.65K +290 +2%
PPA
229
Parametric Portfolio Associates
Washington
$516K -$1.05K -35 -0.2%
CFGF
230
Compass Financial Group (Florida)
Florida
$508K -$1.37K -46 -0.3%
CWM
231
CCG Wealth Management
California
$508K +$508K +17,015 New
SI
232
Stephens Inc
Arkansas
$502K – – –
CFAM
233
Center For Asset Management
Florida
$484K +$217K +7,258 +81%
AP
234
Advisor Partners
California
$478K +$477 +16 +0.1%
AC
235
AWM Capital
Arizona
$478K +$478K +16,089 New
IA
236
Insight Advisors
Pennsylvania
$474K +$15.5K +518 +3%
IF
237
Intrua Financial
Texas
$473K -$100K -3,350 -17%
BFA
238
Beaumont Financial Advisors
Massachusetts
$461K -$34.4K -1,154 -7%
WWM
239
Windsor Wealth Management
Indiana
$458K -$63.3K -2,116 -12%
HighTower Advisors
240
HighTower Advisors
Illinois
$455K +$39.2K +1,313 +9%
SB
241
Strategic Blueprint
Georgia
$453K -$263K -8,824 -37%
AA
242
Alesco Advisors
New York
$451K -$197K -6,600 -30%
GFS
243
GYL Financial Synergies
Connecticut
$451K +$451K +15,123 New
CW
244
Connectus Wealth
Ohio
$441K -$41.6K -1,395 -9%
EWM
245
Echo Wealth Management
Minnesota
$439K -$27.1K -913 -6%
C
246
Certuity
Florida
$432K – – –
CCM
247
Crew Capital Management
Ohio
$430K +$21.7K +726 +5%
GKWIM
248
Gerber Kawasaki Wealth & Investment Management
California
$422K -$80K -2,688 -16%
CAC
249
Certified Advisory Corp
Florida
$422K -$73.1K -2,446 -15%
SWP
250
Summit Wealth Partners
Florida
$421K -$24.7K -827 -6%
8 9
10
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