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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
276
L.J. Altfest & Co
New York
$255K +$255K +8,274 New
HH
277
Hilltop Holdings
Texas
$254K +$254K +8,265 New
BA
278
Bellwether Advisors
Nebraska
$253K +$253K +8,231 New
RW
279
REDW Wealth
New Mexico
$249K -$7.17K -233 -3%
GSIS
280
Global Strategic Investment Solutions
Arizona
$246K – – –
ISWM
281
Independent Solutions Wealth Management
New York
$241K -$4.43K -144 -2%
VWA
282
Visionary Wealth Advisors
Illinois
$232K +$232K +7,551 New
DWP
283
Destiny Wealth Partners
Florida
$231K +$231K +7,495 New
IWC
284
Integrated Wealth Concepts
Massachusetts
$226K -$40.7K -1,319 -15%
PA
285
PFG Advisors
Arizona
$225K +$225K +7,318 New
ADL
286
Asset Dedication LLC
California
$220K +$4.36K +142 +2%
CL
287
COWA LLC
Oklahoma
$219K +$219K +7,094 New
HGWM
288
Horst & Graben Wealth Management
Oregon
$218K +$218K +7,096 New
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$203K -$54K -1,752 -21%
JFA
290
JNBA Financial Advisors
Minnesota
$180K -$39.2K -1,274 -18%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$179K -$43.7K -1,417 -20%
IHWM
292
Iron Horse Wealth Management
Iowa
$178K +$178K +5,791 New
BCMIO
293
Beacon Capital Management Inc (Ohio)
Ohio
$151K +$7.41K +240 +5%
PWM
294
Perigon Wealth Management
California
$150K +$150K +4,872 New
CIAS
295
Capital Investment Advisory Services
North Carolina
$138K – – –
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$126K +$115K +3,731 +1,066%
SIS
297
Sound Income Strategies
Florida
$119K +$890 +29 +0.8%
AWMS
298
Advocacy Wealth Management Services
Georgia
$88K – – –
FPB
299
First PREMIER Bank
South Dakota
$88K – – –
William Blair & Company
300
William Blair & Company
Illinois
$84K -$1.3K -42 -2%
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