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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 %
AA
276
Ancora Advisors
Ohio
$290K +$1.19K +40 +0.4%
HSA
277
HBK Sorce Advisory
Pennsylvania
$286K +$119 +4 +0%
QCM
278
Quest Capital Management
Texas
$284K – – –
CAL
279
Capital Analysts LLC
Pennsylvania
$273K -$22.7K -760 -8%
Citigroup
280
Citigroup
New York
$269K -$279K -9,314 -51%
CF
281
Copperwynd Financial
Arizona
$265K -$5.37K -180 -2%
DI
282
Diligent Investors
California
$265K – – –
FMI
283
F/M Investments
District of Columbia
$265K +$6.16K +206 +2%
BSW
284
Buckingham Strategic Wealth
Missouri
$265K +$265K +8,890 New
MIM
285
Moseley Investment Management
Florida
$264K -$24.8K -827 -9%
CM
286
Cornerstone Management
Georgia
$259K +$9.64K +323 +4%
GWAG
287
Garrett Wealth Advisory Group
Texas
$257K +$257K +8,617 New
VA
288
Valmark Advisers
Ohio
$255K -$366K -12,275 -59%
PA
289
PFG Advisors
Arizona
$253K +$149 +5 +0.1%
FFA
290
Founders Financial Alliance
North Carolina
$252K +$150 +5 +0.1%
LFAS
291
Level Four Advisory Services
Texas
$246K -$190K -6,354 -44%
BA
292
Bellwether Advisors
Nebraska
$245K – – –
ODFS
293
O'Donnell Financial Services
California
$242K +$242K +8,100 New
EWA
294
EP Wealth Advisors
California
$239K -$46.6K -1,563 -16%
GSIS
295
Global Strategic Investment Solutions
Arizona
$239K – – –
KFS
296
Kelly Financial Services
Massachusetts
$238K -$2.15M -72,102 -90%
AFP
297
Ausdal Financial Partners
Iowa
$231K +$21.6K +724 +10%
CIBC World Market
298
CIBC World Market
Ontario, Canada
$230K +$230K +7,720 New
WOSD
299
WFA of San Diego
California
$226K – – –
BRWA
300
B. Riley Wealth Advisors
Florida
$225K +$225K +7,517 New
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12
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