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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

42 hedge funds and large institutions have $429M invested in SPDR Portfolio Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$5.61M
2
Bank of America
2
Bank of America
North Carolina
$7.43M
3
ZIM
3
Zacks Investment Management
Illinois
$4.03M
4
AssetMark Inc
4
AssetMark Inc
California
$52.1M
5
CWM
5
Concert Wealth Management
California
$3.62M

Top Sellers

1
State Street
1
State Street
Massachusetts
$298M
2
NL
2
NWAM LLC
Washington
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$1.57M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26K
5
SCA
5
Strategic Capital Alternatives
United States
$3.41M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$415K 7,121 +7,121 New
Stifel Financial
27
Stifel Financial
Missouri
$377K 6,463 +34 +0.5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$258K 4,420 +20 +0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$226K 3,873 +3,781 +4,110%
SPC
30
Sigma Planning Corp
Michigan
$217K 3,725 +3,725 New
GC
31
Guggenheim Capital
Illinois
$162K 2,778 -172 -6%
AIG
32
American International Group
New York
$110K 1,892 – –
NPC
33
National Planning Corporation
California
$75.8K 1,290 +1,290 New
BCM
34
Blume Capital Management
California
$71K 1,221 -400 -25%
Citigroup
35
Citigroup
New York
$42K 721 +310 +75%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$26K 441 -5,981 -93%
MFS
37
MSI Financial Services
Massachusetts
$20K 340 – –
CAL
38
Capital Analysts LLC
Pennsylvania
$17.6K 300 +1 +0.3%
Creative Planning
39
Creative Planning
Kansas
$15K 252 – –
SEI Investments
40
SEI Investments
Pennsylvania
$2K 44 +44 New
BRWA
41
B. Riley Wealth Advisors
Florida
$38 650 +650 New
NL
42
NWAM LLC
Washington
– – -50,877 Closed
PAG
43
Private Advisor Group
New Jersey
– – -2,610 Closed
Ameriprise
44
Ameriprise
Minnesota
– – -1,698 Closed
DBT
45
Dubuque Bank & Trust
Iowa
– – -670 Closed
Parallax Volatility Advisers
46
Parallax Volatility Advisers
California
$0 1 +1 New
1
2