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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 %
EW
301
Evoke Wealth
California
$2.36K +$2.36K +78 New
S
302
SignatureFD
Georgia
$2K -$2.82K -103 -59%
LPWM
303
Lake Point Wealth Management
Texas
$2K -$2.82K -86 -59%
AAP
304
Arax Advisory Partners
Colorado
$2K +$293 +11 +17%
BlackRock
305
BlackRock
New York
$2K +$1.46K +51 +268%
VCP
306
Verus Capital Partners
Arizona
$1K -$237K -6,625 -100%
PA
307
Parallel Advisors
California
$1K -$145 -8 -13%
FCH
308
Freestone Capital Holdings
Washington
$529 +$3 +91 +0.5%
SWA
309
SFMG Wealth Advisors
Texas
– -$32.3M -1,100,949 Closed
RIM
310
Redwood Investment Management
Arizona
– -$21M -713,466 Closed
VCM
311
Virtue Capital Management
Tennessee
– -$12.2M -415,866 Closed
Bank of New York Mellon
312
Bank of New York Mellon
New York
– -$6.18M -210,216 Closed
ACG
313
Allen Capital Group
Nebraska
– -$5.39M -183,373 Closed
PFA
314
Professional Financial Advisors
Nebraska
– -$4.29M -145,998 Closed
WEPOG
315
Wealth Enhancement & Preservation of GA
Georgia
– -$4.11M -139,761 Closed
CWM
316
CCG Wealth Management
California
– -$3.21M -109,072 Closed
Renaissance Technologies
317
Renaissance Technologies
New York
– -$2.94M -99,900 Closed
WIA
318
World Investment Advisors
California
– -$1.74M -59,044 Closed
LI
319
LVZ Inc
Michigan
– -$1.69M -57,438 Closed
ICMP
320
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$810K -27,575 Closed
HH
321
Hilltop Holdings
Texas
– -$799K -27,192 Closed
CWA
322
Clarus Wealth Advisors
Arizona
– -$677K -22,987 Closed
MAFM
323
Mid Atlantic Financial Management
Pennsylvania
– -$598K -20,340 Closed
NC
324
NovaPoint Capital
Georgia
– -$428K -14,577 Closed
SPC
325
Sigma Planning Corp
Michigan
– -$329K -11,187 Closed
10 11 12
13
14