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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 %
JPMorgan Chase & Co
326
JPMorgan Chase & Co
New York
$15K +$15K +488 New
TRCT
327
Tower Research Capital (TRC)
New York
$15K +$15K +500 New
OIM
328
Oder Investment Management
California
$15K +$15K +500 New
NFSG
329
Newbridge Financial Services Group
Florida
$11K +$59 +2 +0.5%
AIL
330
AGF Investments LLC
Ontario, Canada
$8K – – –
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$8K +$57 +2 +0.7%
CP
332
Corbenic Partners
Pennsylvania
$7K +$7K +215 New
AIP
333
Ameritas Investment Partners
Nebraska
$6K +$788 +26 +15%
AAP
334
Arax Advisory Partners
Colorado
$6K +$1.5K +52 +33%
VFA
335
Valeo Financial Advisors
Indiana
$5K +$5K +168 New
WFA
336
West Financial Advisors
Iowa
$2K +$2K +73 New
SCP
337
Syntal Capital Partners
Texas
$1.62K +$253 +8,227 +19%
FPCG
338
Fort Pitt Capital Group
Pennsylvania
$1K +$1K +29 New
HR
339
Hayden Royal
North Carolina
– -$13.7M -443,323 Closed
OMC
340
Old Mission Capital
Illinois
– -$3.82M -123,903 Closed
PWM
341
Paulson Wealth Management
Illinois
– -$3.13M -101,527 Closed
Susquehanna International Group
342
Susquehanna International Group
Pennsylvania
– -$2.9M -94,162 Closed
BAM
343
Bruderman Asset Management
New York
– -$1.56M -50,770 Closed
ACP
344
Aveo Capital Partners
Colorado
– -$1.24M -40,141 Closed
OFG
345
OTA Financial Group
New York
– -$780K -25,329 Closed
BI
346
Ballast Inc
Kentucky
– -$630K -20,474 Closed
VFA
347
Voya Financial Advisors
Connecticut
– -$384K -12,435 Closed
AIA
348
Alera Investment Advisors
Illinois
– -$369K -11,966 Closed
VPIM
349
Vanguard Personalized Indexing Management
California
– -$367K -11,905 Closed
AFP
350
Ausdal Financial Partners
Iowa
– -$282K -9,167 Closed
11 12 13
14
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