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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
RJA
5
Raymond James & Associates
Florida
$79.2M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
251
Ausdal Financial Partners
Iowa
$218K -$64.5K -2,113 -23%
QCM
252
Quest Capital Management
Texas
$213K +$213K +7,034 New
ADL
253
Asset Dedication LLC
California
$210K -$13.2K -438 -6%
DAS
254
Dynamic Advisor Solutions
Arizona
$209K – – –
BCMIO
255
Beacon Capital Management Inc (Ohio)
Ohio
$169K -$16.3K -538 -9%
AA
256
Ancora Advisors
Ohio
$166K +$573 +19 +0.3%
BFEC
257
Benjamin F. Edwards & Company
Missouri
$148K +$148K +4,898 New
Fidelity Investments
258
Fidelity Investments
Massachusetts
$142K +$7.43K +246 +6%
CFN
259
Cordasco Financial Network
Florida
$125K – – –
SIS
260
Sound Income Strategies
Florida
$115K +$545 +18 +0.5%
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$104K -$37.8K -1,247 -27%
FANJ
262
Financial Architects (New Jersey)
New Jersey
$104K – – –
AWMS
263
Advocacy Wealth Management Services
Georgia
$97K +$97K +3,206 New
FPB
264
First PREMIER Bank
South Dakota
$86K – – –
HS
265
Horan Securities
United States
$85K +$85K +2,822 New
WCG
266
Weaver Consulting Group
California
$72K – – –
MA
267
MUFG Americas
New York
$70K – – –
William Blair & Company
268
William Blair & Company
Illinois
$65K -$4.29M -141,425 -99%
JWA
269
JFS Wealth Advisors
Pennsylvania
$65K +$5.08K +167 +8%
QCG
270
Quadrant Capital Group
Ohio
$61K +$61K +2,029 New
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$58K -$1.13M -37,441 -95%
IA
272
IndexIQ Advisors
New York
$56K -$53K -1,740 -49%
SL
273
Savior LLC
Massachusetts
$55K -$213K -7,090 -80%
PCM
274
Penserra Capital Management
California
$48K +$48K +1,584 New
HI
275
Hudock Inc
Pennsylvania
$46K +$46K +1,539 New
9 10
11
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