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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 %
LPWM
351
Lake Point Wealth Management
Texas
$2K +$2K +61 New
LWM
352
Liberty Wealth Management
California
$1K +$1K +34 New
WIM
353
Westside Investment Management
California
$89 +$89 +2,981 New
MCM
354
Model Capital Management
Massachusetts
– -$87.1M -2,937,695 Closed
VFA
355
Voya Financial Advisors
Connecticut
– -$4.71M -158,870 Closed
ARG
356
Advisory Resource Group
Oklahoma
– -$4.19M -141,283 Closed
LA
357
Latitude Advisors
Florida
– -$3.26M -109,805 Closed
CAG
358
Csenge Advisory Group
Florida
– -$2.89M -97,318 Closed
FTA
359
Financial & Tax Architects
Missouri
– -$644K -21,736 Closed
BTWM
360
Baker Tilly Wealth Management
Wisconsin
– -$551K -18,578 Closed
SPI
361
Santori & Peters Inc
Pennsylvania
– -$455K -15,367 Closed
MA
362
Mutual Advisors
Nebraska
– -$352K -11,882 Closed
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
– -$319K -10,742 Closed
LJAC
364
L.J. Altfest & Co
New York
– -$245K -8,274 Closed
RW
365
REDW Wealth
New Mexico
– -$235K -7,934 Closed
B
366
Bridgeworth
Alabama
– -$234K -7,883 Closed
HGWM
367
Horst & Graben Wealth Management
Oregon
– -$233K -7,858 Closed
IB
368
Intrust Bank
Kansas
– -$224K -7,563 Closed
DI
369
DFPG Investments
Utah
– -$203K -6,837 Closed
CL
370
COWA LLC
Oklahoma
– -$156K -5,254 Closed
BCMIO
371
Beacon Capital Management Inc (Ohio)
Ohio
– -$125K -4,221 Closed
ACM
372
Allred Capital Management
Texas
– -$55.8K -1,881 Closed
ICM
373
Islay Capital Management
Texas
– -$22K -746 Closed
TRCT
374
Tower Research Capital (TRC)
New York
– -$18K -600 Closed
WCM
375
Wealthcare Capital Management
Virginia
– -$16K -536 Closed
12 13 14
15
16