SPAB icon

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 %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$83K +$22.1K +723 +36%
RPCA
302
Running Point Capital Advisors
California
$80K +$80K +2,599 New
TA
303
Tectonic Advisors
Texas
$74K +$74K +2,417 New
MA
304
MUFG Americas
New York
$71K – – –
CFN
305
Cordasco Financial Network
Florida
$68K – – –
QCG
306
Quadrant Capital Group
Ohio
$62K – – –
JWA
307
JFS Wealth Advisors
Pennsylvania
$60K +$825 +27 +1%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$56K +$920 +30 +2%
SIAG
309
Safeguard Investment Advisory Group
California
$54K +$54K +1,774 New
OSNBOA
310
Old Second National Bank of Aurora
Illinois
$51K +$5.3K +172 +12%
HI
311
Hudock Inc
Pennsylvania
$42K – – –
AWM
312
Accel Wealth Management
Iowa
$41K +$41K +1,338 New
US Bancorp
313
US Bancorp
Minnesota
$37K +$37K +1,192 New
IRC
314
Investors Research Corp
Georgia
$33K +$11.7K +380 +55%
MCM
315
McMillion Capital Management
North Carolina
$31K +$31K +1,000 New
LDFR
316
Lehman & Derafelo Financial Resources
Pennsylvania
$30K – – –
OCM
317
Orion Capital Management
California
$30K +$30K +990 New
OIA
318
Optimum Investment Advisors
Illinois
$25K – – –
GRP
319
Global Retirement Partners
California
$23K +$93 +3 +0.4%
SPIA
320
Steward Partners Investment Advisory
New York
$22K -$18.5K -594 -46%
RCA
321
Rowland Carmichael Advisors
Arizona
$21K – – –
Jones Financial Companies
322
Jones Financial Companies
Missouri
$21K +$21K +690 New
PA
323
Parallel Advisors
California
$19K +$17.3K +572 +1,040%
APWA
324
Atlas Private Wealth Advisors
New Jersey
$17K +$5.93K +190 +54%
GEA
325
Glen Eagle Advisors
New Jersey
$15.2K – – –
11 12
13
14 15