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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Summit Wealth Partners
Florida
$448K -$94.5K -3,148 -17%
LFAS
252
Level Four Advisory Services
Texas
$438K +$4.35K +145 +1%
C
253
Certuity
Florida
$434K – – –
HighTower Advisors
254
HighTower Advisors
Illinois
$418K +$418K +13,932 New
SS
255
Sunbelt Securities
Texas
$411K -$18K -598 -4%
CCM
256
Crew Capital Management
Ohio
$411K +$18.1K +603 +5%
RFN
257
RDA Financial Network
Iowa
$400K -$116K -3,879 -23%
BL
258
Balentine LLC
Georgia
$393K -$19.5K -651 -5%
APA
259
American Portfolios Advisors
New York
$380K -$630 -21 -0.2%
GI
260
Glovista Investments
New Jersey
$380K -$461K -15,370 -55%
TCPWM
261
Traverso Chambers Private Wealth Management
California
$374K – – –
QA
262
Quantitative Advantage
Minnesota
$365K – – –
RJT
263
Raymond James Trust
Florida
$364K +$87.5K +2,914 +32%
PPWM
264
PFG Private Wealth Management
Florida
$363K +$9.3K +310 +3%
ISWM
265
Independent Solutions Wealth Management
New York
$361K +$60.5K +2,016 +20%
WIA
266
World Investment Advisors
California
$345K +$76.2K +2,540 +28%
JWCA
267
J.W. Cole Advisors
Florida
$322K -$79.5K -2,645 -20%
Prudential Financial
268
Prudential Financial
New Jersey
$318K +$9.39K +313 +3%
5L
269
55I LLC
Massachusetts
$311K +$23.1K +772 +8%
MSAM
270
Moloney Securities Asset Management
Missouri
$309K -$161K -5,382 -34%
IWC
271
Integrated Wealth Concepts
Massachusetts
$308K +$7K +233 +2%
WPWM
272
Windward Private Wealth Management
Kansas
$298K – – –
CAL
273
Capital Analysts LLC
Pennsylvania
$297K -$286K -9,545 -49%
MIM
274
Moseley Investment Management
Florida
$290K +$8.15K +271 +3%
AA
275
Ancora Advisors
Ohio
$290K +$27K +900 +10%
9 10
11
12 13