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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
RJA
5
Raymond James & Associates
Florida
$79.2M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
276
Next Financial Group
Texas
$45K +$45K +1,475 New
TFA
277
Transamerica Financial Advisors
Florida
$42K +$42K +1,359 New
Deutsche Bank
278
Deutsche Bank
Germany
$41K -$138K -4,589 -77%
CAL
279
Capital Advisors Ltd
Ohio
$31K +$31K +1,014 New
MCM
280
McMillion Capital Management
North Carolina
$30K – – –
LDFR
281
Lehman & Derafelo Financial Resources
Pennsylvania
$29K +$29K +974 New
OIA
282
Optimum Investment Advisors
Illinois
$24K – – –
OPS
283
Orion Portfolio Solutions
Nebraska
$24K +$24K +810 New
RCA
284
Rowland Carmichael Advisors
Arizona
$21K – – –
MWM
285
MBE Wealth Management
Wisconsin
$21K +$21K +714 New
OSNBOA
286
Old Second National Bank of Aurora
Illinois
$19K – – –
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$16K +$16K +513 New
SFSG
288
Stearns Financial Services Group
North Carolina
$16K +$16K +529 New
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$15K +$15K +515 New
EIP
290
Ellis Investment Partners
Pennsylvania
$15K +$15K +527 New
GEA
291
Glen Eagle Advisors
New Jersey
$15K – – –
AIC
292
Ameritas Investment Company
Nebraska
$14K +$14K +460 New
MAM
293
Meeder Asset Management
Ohio
$12K – – –
BCM
294
Bourgeon Capital Management
Connecticut
$12K – – –
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$11K +$11K +350 New
FHA
296
First Horizon Advisors
Tennessee
$9K +$9K +317 New
AIL
297
AGF Investments LLC
Ontario, Canada
$8K – – –
HFM
298
Hartford Financial Management
Connecticut
$6K – – –
US Bancorp
299
US Bancorp
Minnesota
$6K +$6K +196 New
NEIRG
300
New England Investment & Retirement Group
Massachusetts
$3K +$3K +91 New
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12
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