SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

112 hedge funds and large institutions have $757M invested in SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 50 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
112
Holders Change
+51
Holders Change %
+83.61%
% of All Funds
2.54%
Holding in Top 10
14
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+366.67%
% of All Funds
0.32%
New
57
Increased
50
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$43.9M
2
BSWM
2
Boston Standard Wealth Management
Massachusetts
$17.3M
3
FWM
3
Focused Wealth Management
New York
$15.7M
4
BCM
4
Bluefin Capital Management
New York
$14.9M
5
AA
5
Advisory Alpha
Michigan
$12M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$67.4M
2
SFS
2
Sowell Financial Services
Arkansas
$3.96M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.76M
5
BAAM
5
Baker Avenue Asset Management
California
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$4.39M 152,639 +100,359 +192%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.06M 141,284 +54,032 +62%
BCI
28
Brinker Capital Investments
Pennsylvania
$4.06M 141,316 +141,316 New
SFS
29
Sowell Financial Services
Arkansas
$3.96M 138,761 -29,220 -17%
Morgan Stanley
30
Morgan Stanley
New York
$3.76M 130,802 +25,160 +24%
FI
31
FormulaFolio Investments
Michigan
$3.1M 108,010 +108,010 New
Creative Planning
32
Creative Planning
Kansas
$3.06M 106,310 +106,310 New
BBA
33
Braun-Bostich & Associates
Pennsylvania
$2.81M 97,807 +97,807 New
OC
34
Oarsman Capital
Wisconsin
$2.43M 84,483 +84,483 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.14M 74,481 +45,328 +155%
FAM
36
Formidable Asset Management
Ohio
$2.14M 74,459 +74,459 New
Goldman Sachs
37
Goldman Sachs
New York
$2.1M 72,958 +46,141 +172%
FTS
38
Fifth Third Securities
Ohio
$1.95M 67,728 +34,782 +106%
LPL Financial
39
LPL Financial
California
$1.91M 66,556 +39,202 +143%
CFGF
40
Compass Financial Group (Florida)
Florida
$1.85M 64,433 +36,192 +128%
HIIFS
41
Harel Insurance Investments & Financial Services
Israel
$1.74M 60,674 +30,337 +100%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.63M 56,671 +47,055 +489%
BFA
43
Beaumont Financial Advisors
Massachusetts
$1.57M 54,774 +24,149 +79%
LWS
44
Lucia Wealth Services
California
$1.51M 52,647 +52,647 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.44M 50,221 +23,985 +91%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.35M 47,024 +23,826 +103%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.34M 46,696 +27,713 +146%
LA
48
LexAurum Advisors
Kansas
$1.33M 46,501 +46,501 New
WAM
49
Watermark Asset Management
California
$1.32M 45,807 +45,807 New
FCH
50
Freestone Capital Holdings
Washington
$1.28M 44,412 +33,256 +298%
1
2
3 4 5