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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

297 hedge funds and large institutions have $3.61B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

Funds ownership: 70.69% → 70.3% (-0.39%)

4% less funds holding

Funds holding: 309 → 297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 68 → 58 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.9M
2
FWM
Frontier Wealth Management
Missouri
+$64.8M
3
HI
Horizon Investments
North Carolina
+$59.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30M
5
PAG
Private Advisor Group
New Jersey
+$25.6M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$183M
2
Citadel Advisors
Citadel Advisors
Florida
-$54.3M
3
State Street
State Street
Massachusetts
-$36.5M
4
RIG
RiverFront Investment Group
Virginia
-$15.8M
5
Ameriprise
Ameriprise
Minnesota
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
301
Aveo Capital Partners
Colorado
– -$1.61M -53,439 Closed
TA
302
TCG Advisors
Texas
– -$504K -16,681 Closed
TCA
303
Transcend Capital Advisors
New Jersey
– -$486K -16,080 Closed
CFGF
304
Compass Financial Group (Florida)
Florida
– -$457K -15,128 Closed
VPIM
305
Vanguard Personalized Indexing Management
California
– -$360K -11,905 Closed
SHIM
306
Stone House Investment Management
Pennsylvania
– -$347K -11,466 Closed
IWS
307
Insight Wealth Strategies
California
– -$320K -10,587 Closed
C1AG
308
Client 1st Advisory Group
Florida
– -$315K -10,425 Closed
JP Morgan Chase
309
JP Morgan Chase
New York
– -$314K -10,400 Closed
SW
310
SkyOak Wealth
Michigan
– -$282K -9,346 Closed
RPGK
311
Retirement Planning Group (Kansas)
Kansas
– -$272K -9,007 Closed
GBBWRPM
312
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$263K -8,719 Closed
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
– -$258K -8,538 Closed
HPC
314
Hobart Private Capital
North Carolina
– -$257K -8,506 Closed
ACM
315
Armbruster Capital Management
New York
– -$250K -8,275 Closed
AWM
316
Affinity Wealth Management
Delaware
– -$251K -8,219 Closed
AFP
317
Ausdal Financial Partners
Iowa
– -$218K -7,138 Closed
QCM
318
Quest Capital Management
Texas
– -$213K -7,034 Closed
DAS
319
Dynamic Advisor Solutions
Arizona
– -$209K -6,900 Closed
PCM
320
Penserra Capital Management
California
– -$48K -1,584 Closed
NFG
321
Next Financial Group
Texas
– -$45K -1,475 Closed
CAL
322
Capital Advisors Ltd
Ohio
– -$31K -1,014 Closed
MCM
323
McMillion Capital Management
North Carolina
– -$30K -1,000 Closed
MWM
324
MBE Wealth Management
Wisconsin
– -$21K -714 Closed
SFSG
325
Stearns Financial Services Group
North Carolina
– -$16K -529 Closed
10 11 12
13
14

SPAB Hedge Fund Activity: Q2 2020 in Review

297 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2020, worth a combined $3.61B — up 3.9% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SPAB and 30 opened new positions — a net loss of 8 holders — while 113 trimmed existing stakes and 128 added.

The largest buyer was LPL Financial, adding an estimated $79.9M. The largest seller was Stadion Money Management, cutting an estimated $183M.

  • 297 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2020, down from 309 in Q1 2020.
  • Funds reported $3.61B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2020 and 38 closed out, a net change of -8 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2020 was LPL Financial, an estimated $79.9M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2020 was Stadion Money Management, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.