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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

303 hedge funds and large institutions have $3.78B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.13%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$143M
2
WCWM
2
Willow Creek Wealth Management
California
$53.3M
3
LPL Financial
3
LPL Financial
California
$184M
4
UBS Group
4
UBS Group
Switzerland
$30.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$281M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HI
3
Horizon Investments
North Carolina
$61.4M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
251
Horan Capital Advisors
Ohio
$249K +$249K +8,077 New
GSIS
252
Global Strategic Investment Solutions
Arizona
$246K – – –
SSWM
253
Sheets Smith Wealth Management
North Carolina
$246K – – –
ISWM
254
Independent Solutions Wealth Management
New York
$245K +$6.53K +212 +3%
IA
255
IFG Advisory
Georgia
$241K +$241K +7,852 New
GKWIM
256
Gerber Kawasaki Wealth & Investment Management
California
$238K +$238K +7,747 New
CW
257
CreativeOne Wealth
Kansas
$223K -$292K -9,485 -57%
Fidelity Investments
258
Fidelity Investments
Massachusetts
$222K +$46.1K +1,500 +26%
JFA
259
JNBA Financial Advisors
Minnesota
$219K -$35.7K -1,159 -14%
ADL
260
Asset Dedication LLC
California
$216K +$1.29K +42 +0.6%
AWM
261
Affinity Wealth Management
Delaware
$214K +$214K +6,974 New
ZIM
262
Zacks Investment Management
Illinois
$212K – – –
NFG
263
Next Financial Group
Texas
$174K +$174K +5,658 New
BCMIO
264
Beacon Capital Management Inc (Ohio)
Ohio
$143K – – –
CIAS
265
Capital Investment Advisory Services
North Carolina
$138K -$211K -6,830 -60%
SIS
266
Sound Income Strategies
Florida
$119K +$711 +23 +0.6%
Deutsche Bank
267
Deutsche Bank
Germany
$105K -$1.81M -58,578 -95%
BlackRock
268
BlackRock
New York
$105K +$83.7K +2,711 +394%
CPW
269
Catalyst Private Wealth
California
$104K +$104K +3,367 New
CSPIA
270
Cary Street Partners Investment Advisory
Virginia
$103K +$103K +3,333 New
AWMS
271
Advocacy Wealth Management Services
Georgia
$88K – – –
FPB
272
First PREMIER Bank
South Dakota
$88K – – –
William Blair & Company
273
William Blair & Company
Illinois
$85K – – –
WCG
274
Weaver Consulting Group
California
$73K – – –
MA
275
MUFG Americas
New York
$71K – – –
9 10
11
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