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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
251
Verus Capital Partners
Arizona
$195K +$196K +6,653 New
BCMIO
252
Beacon Capital Management Inc (Ohio)
Ohio
$180K – – –
Deutsche Bank
253
Deutsche Bank
Germany
$174K +$98.4K +3,338 +128%
GWM
254
Geneos Wealth Management
Colorado
$165K +$23.8K +806 +17%
AA
255
Ancora Advisors
Ohio
$161K +$162K +5,485 New
BL
256
Balentine LLC
Georgia
$158K -$12.8K -433 -7%
CAC
257
Certified Advisory Corp
Florida
$155K +$41.2K +1,397 +36%
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$137K -$1.18K -40 -0.8%
Fidelity Investments
259
Fidelity Investments
Massachusetts
$131K +$96K +3,256 +272%
CFN
260
Cordasco Financial Network
Florida
$122K -$16.2K -550 -12%
SIS
261
Sound Income Strategies
Florida
$111K +$1.03K +35 +0.9%
IA
262
IndexIQ Advisors
New York
$105K +$73.5K +2,493 +229%
FANJ
263
Financial Architects (New Jersey)
New Jersey
$101K +$18.8K +638 +23%
FPB
264
First PREMIER Bank
South Dakota
$84K – – –
WCG
265
Weaver Consulting Group
California
$71K +$70.2K +2,383 New
MA
266
MUFG Americas
New York
$68K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$58K +$24.3K +826 +72%
SCA
268
Stuart Chaussee & Associates
California
$54K – – –
TA
269
TFG Advisers
Michigan
$47K +$47.7K +1,620 New
CHAM
270
Clear Harbor Asset Management
Connecticut
$44.8K +$44.9K +1,525 New
MCM
271
McMillion Capital Management
North Carolina
$29K – – –
OIA
272
Optimum Investment Advisors
Illinois
$24K – – –
RCA
273
Rowland Carmichael Advisors
Arizona
$20K – – –
OSNBOA
274
Old Second National Bank of Aurora
Illinois
$18K -$19.5K -660 -51%
GEA
275
Glen Eagle Advisors
New Jersey
$14.5K +$14.6K +495 New
9 10
11
12 13

SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.