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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
301
Asset Dedication LLC
California
$183K +$2.55K +85 +1%
IHWM
302
Iron Horse Wealth Management
Iowa
$183K +$15.6K +519 +9%
CFGS
303
Concourse Financial Group Securities
Alabama
$181K -$80.4K -2,682 -31%
BHWM
304
Bay Harbor Wealth Management
Maryland
$174K +$20.1K +670 +13%
GRP
305
Global Retirement Partners
California
$166K +$142K +4,730 +595%
ACA
306
Aptus Capital Advisors
Alabama
$163K +$35K +1,167 +27%
JFA
307
JNBA Financial Advisors
Minnesota
$162K -$4.06K -135 -2%
Fidelity Investments
308
Fidelity Investments
Massachusetts
$158K +$28.3K +943 +22%
CIAS
309
Capital Investment Advisory Services
North Carolina
$134K – – –
HWMA
310
Heritage Wealth Management (Arizona)
Arizona
$134K +$134K +4,481 New
AWMS
311
Advocacy Wealth Management Services
Georgia
$133K +$46.8K +1,557 +54%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$118K +$91.9K +3,062 +352%
Barclays
313
Barclays
United Kingdom
$91K +$91K +3,030 New
CP
314
Castleview Partners
Texas
$91K +$91K +3,034 New
FPB
315
First PREMIER Bank
South Dakota
$85K – – –
William Blair & Company
316
William Blair & Company
Illinois
$82K – – –
SCA
317
Stonebridge Capital Advisors
Minnesota
$82K +$59 +2 +0.1%
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$95.5K -3,193 -54%
RPCA
319
Running Point Capital Advisors
California
$78K – – –
MA
320
MUFG Americas
New York
$69K – – –
JWA
321
JFS Wealth Advisors
Pennsylvania
$67K +$420 +14 +0.6%
CFN
322
Cordasco Financial Network
Florida
$66K – – –
QCG
323
Quadrant Capital Group
Ohio
$61K – – –
HI
324
Hudock Inc
Pennsylvania
$59K +$18K +606 +44%
AWM
325
Activest Wealth Management
Florida
$53K +$7.55K +252 +17%
11 12
13
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