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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

297 hedge funds and large institutions have $3.61B invested in State Street 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

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

Funds ownership: 70.69% → 70.3% (-0.39%)

4% less funds holding

Funds holding: 309 → 297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 68 → 58 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
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
LPL Financial
California
+$79.9M
2
FWM
Frontier Wealth Management
Missouri
+$64.8M
3
HI
Horizon Investments
North Carolina
+$59.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30M
5
PAG
Private Advisor Group
New Jersey
+$25.6M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$183M
2
Citadel Advisors
Citadel Advisors
Florida
-$54.3M
3
State Street
State Street
Massachusetts
-$36.5M
4
RIG
RiverFront Investment Group
Virginia
-$15.8M
5
Ameriprise
Ameriprise
Minnesota
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
251
Two Sigma Securities
New York
$229K +$227K +7,426 New
F
252
F3Logic
Minnesota
$222K +$218K +7,144 New
ADL
253
Asset Dedication LLC
California
$216K – – –
GFPC
254
Global Financial Private Client
Florida
$215K -$89.1K -2,918 -29%
ZIM
255
Zacks Investment Management
Illinois
$212K -$141K -4,618 -40%
RJT
256
Raymond James Trust
Florida
$210K -$17.7K -578 -8%
CAS
257
Cascadia Advisory Services
Oregon
$209K +$207K +6,781 New
KBFS
258
Kohmann Bosshard Financial Services
Ohio
$188K +$186K +6,075 New
AA
259
Ancora Advisors
Ohio
$181K +$10.9K +356 +6%
Fidelity Investments
260
Fidelity Investments
Massachusetts
$177K +$31.2K +1,021 +22%
BCMIO
261
Beacon Capital Management Inc (Ohio)
Ohio
$144K -$28.3K -927 -17%
SIS
262
Sound Income Strategies
Florida
$118K +$733 +24 +0.6%
CFN
263
Cordasco Financial Network
Florida
$116K -$12.1K -395 -10%
FANJ
264
Financial Architects (New Jersey)
New Jersey
$106K – – –
AWMS
265
Advocacy Wealth Management Services
Georgia
$89K -$10.3K -336 -10%
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$89K +$72.2K +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 +$19K +623 +29%
CAN
270
Cetera Advisor Networks
California
$82K +$81.1K +2,654 New
WCG
271
Weaver Consulting Group
California
$74K – – –
QCG
272
Quadrant Capital Group
Ohio
$63K – – –
JWA
273
JFS Wealth Advisors
Pennsylvania
$61K -$4.52K -148 -7%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$58K -$1.34K -44 -2%
MA
275
MUFG Americas
New York
$53K – – –
9 10
11
12 13

SPAB Hedge Fund Activity: Q2 2020 in Review

297 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2020, worth a combined $3.61B — up 3.9% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SPAB and 30 opened new positions — a net loss of 8 holders — while 113 trimmed existing stakes and 128 added.

The largest buyer was LPL Financial, adding an estimated $79.9M. The largest seller was Stadion Money Management, cutting an estimated $183M.

  • 297 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2020, down from 309 in Q1 2020.
  • Funds reported $3.61B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2020 and 38 closed out, a net change of -8 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2020 was LPL Financial, an estimated $79.9M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2020 was Stadion Money Management, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.