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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

44 hedge funds and large institutions have $511M invested in SPDR Portfolio Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
7
Increased
24
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$329M
2
AssetMark Inc
2
AssetMark Inc
California
$68.2M
3
GAG
3
GM Advisory Group
New York
$11.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.89M
5
UBS Group
5
UBS Group
Switzerland
$13.4M

Top Sellers

1
ZIM
1
Zacks Investment Management
Illinois
$0
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
FIM
3
Freedom Investment Management
Connecticut
$2.49M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$1.46M
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$443K 7,521 +400 +6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$408K 6,913 +2,493 +56%
Stifel Financial
28
Stifel Financial
Missouri
$392K 6,648 +185 +3%
Ameriprise
29
Ameriprise
Minnesota
$215K 3,649 +3,649 New
GC
30
Guggenheim Capital
Illinois
$164K 2,778 – –
AIG
31
American International Group
New York
$126K 2,135 +243 +13%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$96K 1,635 +1,635 New
BCM
33
Blume Capital Management
California
$72K 1,221 – –
Citigroup
34
Citigroup
New York
$44K 750 +29 +4%
GWM
35
Gupta Wealth Management
California
$35K 600 +600 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$30K 502 +61 +14%
PCM
37
Parsons Capital Management
Rhode Island
$22K 366 +366 New
OIA
38
Optimum Investment Advisors
Illinois
$18K 300 +300 New
CAL
39
Capital Analysts LLC
Pennsylvania
$17.9K 302 +2 +0.7%
Creative Planning
40
Creative Planning
Kansas
$15K 252 – –
AIM
41
Advantage Investment Management
Iowa
$8K 134 +134 New
MFS
42
MSI Financial Services
Massachusetts
$5K 80 -260 -76%
SEI Investments
43
SEI Investments
Pennsylvania
$3K 51 +7 +16%
ZIM
44
Zacks Investment Management
Illinois
– – -69,151 Closed
SPC
45
Sigma Planning Corp
Michigan
– – -3,725 Closed
NPC
46
National Planning Corporation
California
– – -1,290 Closed
BRWA
47
B. Riley Wealth Advisors
Florida
– – -650 Closed
Parallax Volatility Advisers
48
Parallax Volatility Advisers
California
$0 1 – –
1
2