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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
251
Quantitative Advantage
Minnesota
$412K +$49.2K +1,651 +14%
SS
252
Sunbelt Securities
Texas
$411K – – –
SIA
253
Strategic Investment Advisors
Michigan
$411K +$211K +7,069 +105%
RFN
254
RDA Financial Network
Iowa
$398K -$239 -8 -0.1%
TA
255
Tectonic Advisors
Texas
$393K +$393K +13,175 New
AFG
256
Affinia Financial Group
Massachusetts
$390K -$14.6M -492,078 -97%
APA
257
American Portfolios Advisors
New York
$387K +$8.78K +294 +2%
BL
258
Balentine LLC
Georgia
$386K -$5.68K -190 -1%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$378K -$307K -10,285 -45%
ISWM
260
Independent Solutions Wealth Management
New York
$378K +$19.3K +647 +5%
RPWA
261
Regent Peak Wealth Advisors
Georgia
$376K +$376K +12,612 New
VWA
262
Visionary Wealth Advisors
Illinois
$373K +$86.3K +2,893 +30%
TCPWM
263
Traverso Chambers Private Wealth Management
California
$372K – – –
RJT
264
Raymond James Trust
Florida
$361K -$776 -26 -0.2%
PPWM
265
PFG Private Wealth Management
Florida
$356K -$4.95K -166 -1%
WIA
266
World Investment Advisors
California
$343K – – –
AIC
267
Ameritas Investment Company
Nebraska
$341K +$60.2K +2,015 +21%
IWC
268
Integrated Wealth Concepts
Massachusetts
$330K +$24K +805 +8%
Prudential Financial
269
Prudential Financial
New Jersey
$315K -$4.25K -141 -1%
5L
270
55I LLC
Massachusetts
$306K -$3.43K -115 -1%
F
271
F3Logic
Minnesota
$299K +$17.8K +595 +6%
WPWM
272
Windward Private Wealth Management
Kansas
$297K – – –
SFP
273
Sterling Financial Planning
New Jersey
$297K +$276K +9,250 +1,321%
OPCM
274
Osborne Partners Capital Management
California
$296K -$338K -11,338 -53%
MSAM
275
Moloney Securities Asset Management
Missouri
$294K -$14K -468 -5%
9 10
11
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