SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
Founders Financial Alliance
North Carolina
$419K -$8.85K -287 -2%
HighTower Advisors
252
HighTower Advisors
Illinois
$417K +$116K +3,781 +39%
SCM
253
Southport Capital Management
Tennessee
$410K -$1.24M -40,379 -75%
APA
254
American Portfolios Advisors
New York
$396K -$197K -6,407 -33%
TCPWM
255
Traverso Chambers Private Wealth Management
California
$394K – – –
LFAS
256
Level Four Advisory Services
Texas
$392K -$60K -1,951 -13%
VC
257
Vicus Capital
Pennsylvania
$384K -$43.6K -1,418 -10%
QA
258
Quantitative Advantage
Minnesota
$375K -$846K -27,436 -69%
FHC
259
First Heartland Consultants
Missouri
$375K -$42.5K -1,379 -10%
PPWM
260
PFG Private Wealth Management
Florida
$359K +$10.3K +334 +3%
Jane Street
261
Jane Street
New York
$354K -$3.27M -106,144 -90%
SL
262
Savior LLC
Massachusetts
$333K -$52.9K -1,718 -14%
Prudential Financial
263
Prudential Financial
New Jersey
$328K +$33.1K +1,075 +11%
MIM
264
Moseley Investment Management
Florida
$326K +$57.1K +1,851 +21%
CFGS
265
Concourse Financial Group Securities
Alabama
$304K -$274K -8,879 -47%
IA
266
IFP Advisors
Florida
$291K -$107K -3,462 -27%
RJT
267
Raymond James Trust
Florida
$291K +$34.1K +1,105 +13%
BHWM
268
Bay Harbor Wealth Management
Maryland
$289K -$726K -23,582 -72%
GIA
269
GHP Investment Advisors
Colorado
$284K +$284K +9,221 New
FMI
270
F/M Investments
District of Columbia
$279K +$279K +9,061 New
DI
271
Diligent Investors
California
$271K – – –
AA
272
Ancora Advisors
Ohio
$266K +$1.63K +53 +0.6%
CM
273
Cornerstone Management
Georgia
$261K +$11.4K +371 +5%
B
274
Bridgeworth
Alabama
$258K -$31.4K -1,021 -11%
F
275
F3Logic
Minnesota
$256K +$28.8K +928 +13%
9 10
11
12 13