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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 %
PA
301
Parallel Advisors
California
$2K – – –
F
302
F3Logic
Minnesota
$226 +$6 +190 +3%
Citadel Advisors
303
Citadel Advisors
Florida
– -$37.1M -1,202,682 Closed
CCFM
304
Clear Creek Financial Management
Washington
– -$23.1M -748,372 Closed
NC
305
NewSquare Capital
Pennsylvania
– -$17.3M -560,649 Closed
First Trust Advisors
306
First Trust Advisors
Illinois
– -$4.5M -145,836 Closed
TFA
307
Transamerica Financial Advisors
Florida
– -$3.03M -98,193 Closed
FVWA
308
Foster Victor Wealth Advisors
South Carolina
– -$2.59M -83,840 Closed
EWM
309
Executive Wealth Management
Michigan
– -$2.12M -68,683 Closed
SHGA
310
Sand Hill Global Advisors
California
– -$1.96M -63,461 Closed
AO
311
Advisor OS
Illinois
– -$1.74M -56,399 Closed
FAAM
312
First Ascent Asset Management
Colorado
– -$857K -27,767 Closed
DRS
313
Deane Retirement Strategies
Louisiana
– -$792K -25,662 Closed
JWCA
314
J.W. Cole Advisors
Florida
– -$626K -20,291 Closed
PWM
315
Perigon Wealth Management
California
– -$388K -12,587 Closed
IFWM
316
Institute for Wealth Management
Colorado
– -$373K -12,077 Closed
Baird Financial Group
317
Baird Financial Group
Wisconsin
– -$369K -11,945 Closed
SMFS
318
Squar Milner Financial Services
California
– -$327K -10,581 Closed
TSS
319
Two Sigma Securities
New York
– -$229K -7,426 Closed
GFPC
320
Global Financial Private Client
Florida
– -$215K -6,990 Closed
CAS
321
Cascadia Advisory Services
Oregon
– -$209K -6,781 Closed
KBFS
322
Kohmann Bosshard Financial Services
Ohio
– -$188K -6,075 Closed
FANJ
323
Financial Architects (New Jersey)
New Jersey
– -$106K -3,436 Closed
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
– -$89K -2,880 Closed
CAN
325
Cetera Advisor Networks
California
– -$82K -2,654 Closed
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