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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
276
JP Morgan Chase
New York
$14K +$13.9K +471 New
CIAS
277
Capital Investment Advisory Services
North Carolina
$13K – – –
BCM
278
Bourgeon Capital Management
Connecticut
$12K – – –
RCA
279
Ranch Capital Advisors
Florida
$12K +$11.8K +401 New
MAM
280
Meeder Asset Management
Ohio
$12K +$11.9K +405 New
AIL
281
AGF Investments LLC
Ontario, Canada
$8K +$7.93K +269 New
HFM
282
Hartford Financial Management
Connecticut
$6K – – –
S
283
SignatureFD
Georgia
$5K +$3.04K +103 +141%
CL
284
Cabana LLC
Arkansas
$5K +$4.98K +169 New
FGAM
285
Financial Gravity Asset Management
Texas
$4K -$18.3K -620 -83%
LPWM
286
Lake Point Wealth Management
Texas
$4K +$4.33K +147 New
PA
287
Parallel Advisors
California
$2K -$6.07K -206 -77%
AAP
288
Arax Advisory Partners
Colorado
$2K +$1.89K +64 New
BlackRock
289
BlackRock
New York
$1K – – –
HWM
290
Howard Wealth Management
Connecticut
$1K +$1.12K +38 New
FCH
291
Freestone Capital Holdings
Washington
$512 -$18.4K -623 -3%
PGAM
292
Princeton Global Asset Management
New Jersey
$1 +$1.47K +50 New
MWPCG
293
Measured Wealth Private Client Group
New Hampshire
– -$1.32M -44,641 Closed
VFA
294
Voya Financial Advisors
Connecticut
– -$986K -33,327 Closed
PCM
295
Parsons Capital Management
Rhode Island
– -$981K -33,082 Closed
AW
296
ACG Wealth
Georgia
– -$653K -22,014 Closed
GSWM
297
Golden State Wealth Management
California
– -$543K -18,321 Closed
FAAS
298
First Allied Advisory Services
California
– -$392K -13,230 Closed
ET
299
Equitable Trust
Tennessee
– -$296K -10,000 Closed
SG
300
StoneX Group
New York
– -$277K -9,338 Closed
9 10 11
12
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SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.