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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
301
DFPG Investments
Utah
$203K +$203K +6,837 New
ADL
302
Asset Dedication LLC
California
$178K -$33.6K -1,138 -16%
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$174K -$21.5K -724 -11%
IHWM
304
Iron Horse Wealth Management
Iowa
$165K -$6.64K -224 -4%
JFA
305
JNBA Financial Advisors
Minnesota
$164K -$9.72K -327 -6%
CL
306
COWA LLC
Oklahoma
$156K -$54.6K -1,840 -26%
BHWM
307
Bay Harbor Wealth Management
Maryland
$152K -$126K -4,252 -45%
CIAS
308
Capital Investment Advisory Services
North Carolina
$133K – – –
Fidelity Investments
309
Fidelity Investments
Massachusetts
$128K -$43.9K -1,482 -26%
ACA
310
Aptus Capital Advisors
Alabama
$127K -$8.88M -298,450 -99%
SL
311
Savior LLC
Massachusetts
$127K -$194K -6,529 -60%
BCMIO
312
Beacon Capital Management Inc (Ohio)
Ohio
$125K -$19.9K -673 -14%
SIS
313
Sound Income Strategies
Florida
$115K +$415 +14 +0.4%
AWMS
314
Advocacy Wealth Management Services
Georgia
$85K – – –
FPB
315
First PREMIER Bank
South Dakota
$84K – – –
SCA
316
Stonebridge Capital Advisors
Minnesota
$82K +$82K +2,776 New
William Blair & Company
317
William Blair & Company
Illinois
$81K – – –
RPCA
318
Running Point Capital Advisors
California
$77K – – –
MA
319
MUFG Americas
New York
$68K – – –
CFN
320
Cordasco Financial Network
Florida
$66K – – –
JWA
321
JFS Wealth Advisors
Pennsylvania
$66K +$7.61K +256 +13%
QCG
322
Quadrant Capital Group
Ohio
$60K – – –
ACM
323
Allred Capital Management
Texas
$55.8K -$628K -21,167 -92%
PWM
324
Prentice Wealth Management
New York
$51K +$51K +1,719 New
AWM
325
Activest Wealth Management
Florida
$45K +$45K +1,516 New
11 12
13
14 15