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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

53 hedge funds and large institutions have $731M invested in SPDR Portfolio Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
14
Increased
14
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$394M
2
Ameriprise
2
Ameriprise
Minnesota
$36.8M
3
WI
3
WBI Investments
New Jersey
$23.8M
4
BAAM
4
Baker Avenue Asset Management
California
$12.1M
5
AssetMark Inc
5
AssetMark Inc
California
$96.9M

Top Sellers

1
ZIM
1
Zacks Investment Management
Illinois
$0
2
X
2
Xponance
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$76.7M
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
IA
5
IndexIQ Advisors
New York
$3.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.29M 22,063 -2,800 -11%
BCMIO
27
Beacon Capital Management Inc (Ohio)
Ohio
$1.07M 18,339 -3,186 -15%
DWM
28
Destination Wealth Management
California
$1.06M 18,582 – –
RVPG
29
Relative Value Partners Group
$960K 16,820 +16,820 New
KeyBank National Association
30
KeyBank National Association
Ohio
$795K 13,580 – –
AI
31
Atria Investments
North Carolina
$683K 11,662 -2,104 -15%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$629K 10,741 +12 +0.1%
SCA
33
Strategic Capital Alternatives
United States
$545K 9,303 +9,303 New
Stifel Financial
34
Stifel Financial
Missouri
$511K 8,712 -1,497 -15%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$416K 7,108 +7,108 New
AIG
36
American International Group
New York
$410K 7,008 +4,791 +216%
PPA
37
Parametric Portfolio Associates
Washington
$377K 6,435 -13 -0.2%
YMRC
38
Yorktown Management & Research Company
Virginia
$351K 6,000 – –
SPWA
39
SteelBridge Private Wealth Advisors
Florida
$291K 4,970 +4,970 New
RJA
40
Raymond James & Associates
Florida
$276K 4,721 +4,721 New
CWM
41
Calamos Wealth Management
Illinois
$249K 4,260 – –
NPC
42
National Planning Corporation
California
$223K 3,796 -137 -3%
HighTower Advisors
43
HighTower Advisors
Illinois
$216K 3,693 +3,693 New
MFS
44
MSI Financial Services
Massachusetts
$195K 3,322 +1,575 +90%
SEI Investments
45
SEI Investments
Pennsylvania
$46K 777 -195 -20%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$45K 768 -668 -47%
Citigroup
47
Citigroup
New York
$33K 571 -56 -9%
RCA
48
Rowland Carmichael Advisors
Arizona
$20K 343 +343 New
GWM
49
Geneos Wealth Management
Colorado
$14K 250 +250 New
EDRH
50
Edmond de Rothschild Holding
Switzerland
$10K 174 – –
1
2
3