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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
251
Moloney Securities Asset Management
Missouri
$465K -$91.9K -3,103 -17%
CAC
252
Certified Advisory Corp
Florida
$458K +$458K +15,432 New
SPI
253
Santori & Peters Inc
Pennsylvania
$455K -$36.1K -1,220 -7%
C
254
Certuity
Florida
$429K – – –
LFAS
255
Level Four Advisory Services
Texas
$428K +$50.3K +1,696 +13%
VC
256
Vicus Capital
Pennsylvania
$425K +$54.9K +1,851 +15%
SS
257
Sunbelt Securities
Texas
$422K -$9.16K -309 -2%
BL
258
Balentine LLC
Georgia
$408K +$3.05K +103 +0.8%
JWCA
259
J.W. Cole Advisors
Florida
$396K -$51.6K -1,740 -12%
CCM
260
Crew Capital Management
Ohio
$388K +$388K +13,081 New
APA
261
American Portfolios Advisors
New York
$376K -$4.95K -167 -1%
TCPWM
262
Traverso Chambers Private Wealth Management
California
$370K -$9.73K -328 -3%
QA
263
Quantitative Advantage
Minnesota
$361K – – –
MA
264
Mutual Advisors
Nebraska
$352K -$400K -13,501 -53%
PPWM
265
PFG Private Wealth Management
Florida
$350K +$3.77K +127 +1%
CW
266
CreativeOne Wealth
Kansas
$347K +$347K +11,688 New
IA
267
Insight Advisors
Pennsylvania
$320K -$125K -4,186 -28%
PGFC
268
Peapack-Gladstone Financial Corp
New Jersey
$319K +$319K +10,742 New
HS
269
Horan Securities
United States
$312K -$260K -8,774 -45%
MW
270
Marcum Wealth
Ohio
$311K +$311K +10,496 New
Prudential Financial
271
Prudential Financial
New Jersey
$305K -$11.3K -381 -4%
IWC
272
Integrated Wealth Concepts
Massachusetts
$297K +$79.5K +2,682 +37%
ISWM
273
Independent Solutions Wealth Management
New York
$296K +$64.5K +2,174 +28%
WPWM
274
Windward Private Wealth Management
Kansas
$295K +$295K +9,935 New
5L
275
55I LLC
Massachusetts
$285K -$1.27M -42,874 -82%
9 10
11
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