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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

303 hedge funds and large institutions have $3.78B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.13%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$143M
2
WCWM
2
Willow Creek Wealth Management
California
$53.3M
3
LPL Financial
3
LPL Financial
California
$184M
4
UBS Group
4
UBS Group
Switzerland
$30.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$281M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HI
3
Horizon Investments
North Carolina
$61.4M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
276
Cordasco Financial Network
Florida
$68K -$47.2K -1,535 -41%
QCG
277
Quadrant Capital Group
Ohio
$63K – – –
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$61K +$61K +1,988 New
JWA
279
JFS Wealth Advisors
Pennsylvania
$60K -$1.61K -52 -3%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$55K -$2.48K -81 -4%
CHAM
281
Clear Harbor Asset Management
Connecticut
$53.8K +$53.8K +1,745 New
OSNBOA
282
Old Second National Bank of Aurora
Illinois
$46K +$248 +8 +0.5%
HI
283
Hudock Inc
Pennsylvania
$42K – – –
SPIA
284
Steward Partners Investment Advisory
New York
$40K +$18.3K +594 +84%
LDFR
285
Lehman & Derafelo Financial Resources
Pennsylvania
$30K – – –
OIA
286
Optimum Investment Advisors
Illinois
$25K – – –
GRP
287
Global Retirement Partners
California
$23K +$6.24K +201 +37%
RCA
288
Rowland Carmichael Advisors
Arizona
$21K – – –
IRC
289
Investors Research Corp
Georgia
$21K +$21K +692 New
GEA
290
Glen Eagle Advisors
New Jersey
$15.3K – – –
BCM
291
Bourgeon Capital Management
Connecticut
$12K – – –
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$11K – – –
APWA
293
Atlas Private Wealth Advisors
New Jersey
$11K +$11K +355 New
NFSG
294
Newbridge Financial Services Group
Florida
$11K +$11K +369 New
FHA
295
First Horizon Advisors
Tennessee
$8K +$55 +2 +0.7%
AIL
296
AGF Investments LLC
Ontario, Canada
$8K +$582 +19 +8%
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$8K +$8K +280 New
AIP
298
Ameritas Investment Partners
Nebraska
$5K +$203 +7 +4%
AAP
299
Arax Advisory Partners
Colorado
$5K +$2.12K +66 +73%
Koshinski Asset Management
300
Koshinski Asset Management
Illinois
$2.03K -$191 -6,205 -9%
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