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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

297 hedge funds and large institutions have $3.61B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.1%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$139M
2
FWM
2
Frontier Wealth Management
Missouri
$65.5M
3
HI
3
Horizon Investments
North Carolina
$96.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$122M
5
PAG
5
Private Advisor Group
New Jersey
$55.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.1M
3
State Street
3
State Street
Massachusetts
$332M
4
RIG
4
RiverFront Investment Group
Virginia
$220M
5
Ameriprise
5
Ameriprise
Minnesota
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
251
Two Sigma Securities
New York
$229K +$229K +7,426 New
F
252
F3Logic
Minnesota
$222K +$222K +7,144 New
ADL
253
Asset Dedication LLC
California
$216K – – –
GFPC
254
Global Financial Private Client
Florida
$215K -$89.9K -2,918 -29%
ZIM
255
Zacks Investment Management
Illinois
$212K -$142K -4,618 -40%
RJT
256
Raymond James Trust
Florida
$210K -$17.8K -578 -8%
CAS
257
Cascadia Advisory Services
Oregon
$209K +$209K +6,781 New
KBFS
258
Kohmann Bosshard Financial Services
Ohio
$188K +$188K +6,075 New
AA
259
Ancora Advisors
Ohio
$181K +$11K +356 +6%
Fidelity Investments
260
Fidelity Investments
Massachusetts
$177K +$31.6K +1,021 +22%
BCMIO
261
Beacon Capital Management Inc (Ohio)
Ohio
$144K -$28.7K -927 -17%
SIS
262
Sound Income Strategies
Florida
$118K +$740 +24 +0.6%
CFN
263
Cordasco Financial Network
Florida
$116K -$12.2K -395 -10%
FANJ
264
Financial Architects (New Jersey)
New Jersey
$106K – – –
AWMS
265
Advocacy Wealth Management Services
Georgia
$89K -$10.4K -336 -10%
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$89K +$73.1K +2,365 +459%
FPB
267
First PREMIER Bank
South Dakota
$88K – – –
HS
268
Horan Securities
United States
$87K +$31 +1 +0%
William Blair & Company
269
William Blair & Company
Illinois
$85K +$19.2K +623 +29%
CAN
270
Cetera Advisor Networks
California
$82K +$82K +2,654 New
WCG
271
Weaver Consulting Group
California
$74K – – –
QCG
272
Quadrant Capital Group
Ohio
$63K – – –
JWA
273
JFS Wealth Advisors
Pennsylvania
$61K -$4.54K -148 -7%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$58K -$1.36K -44 -2%
MA
275
MUFG Americas
New York
$53K – – –
9 10
11
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