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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
351
Total Clarity Wealth Management
Illinois
$9K +$9K +289 New
EWM
352
EPG Wealth Management
Georgia
$8K +$8K +281 New
CTC
353
Central Trust Company
Missouri
$6K +$6K +189 New
OFG
354
Oxford Financial Group
Indiana
$3K – – –
LPWM
355
Lake Point Wealth Management
Texas
$2K – – –
WFA
356
West Financial Advisors
Iowa
$2K – – –
LWM
357
Liberty Wealth Management
California
$1K – – –
WIM
358
Westside Investment Management
California
$93 +$5 +166 +6%
JPMorgan Chase & Co
359
JPMorgan Chase & Co
New York
– -$252M -8,384,142 Closed
HR
360
Hayden Royal
North Carolina
– -$11.8M -393,551 Closed
LWAC
361
Laurel Wealth Advisors (California)
California
– -$10.5M -349,928 Closed
FTS
362
Fifth Third Securities
Ohio
– -$1.78M -59,357 Closed
TCWA
363
Ten Capital Wealth Advisors
Washington
– -$1.43M -47,519 Closed
WCFA
364
Walkner Condon Financial Advisors
Wisconsin
– -$1.27M -42,049 Closed
PWA
365
Peterson Wealth Advisors
Utah
– -$643K -21,411 Closed
CW
366
CreativeOne Wealth
Kansas
– -$485K -16,152 Closed
GI
367
Glovista Investments
New Jersey
– -$380K -12,680 Closed
JWCA
368
J.W. Cole Advisors
Florida
– -$322K -10,717 Closed
GL
369
Graypoint LLC
New York
– -$234K -7,808 Closed
Deutsche Bank
370
Deutsche Bank
Germany
– -$200K -6,661 Closed
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
– -$118K -3,931 Closed
Barclays
372
Barclays
United Kingdom
– -$91K -3,030 Closed
SCA
373
Stonebridge Capital Advisors
Minnesota
– -$82K -2,778 Closed
CFN
374
Cordasco Financial Network
Florida
– -$66K -2,210 Closed
PWM
375
Prentice Wealth Management
New York
– -$52K -1,719 Closed
12 13 14
15
16