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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

142 hedge funds and large institutions have $1.2B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+30
Holders Change %
+26.79%
% of All Funds
3.26%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.57%
New
44
Increased
61
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$88.6M
2
CPO
2
Cerity Partners OCIO
New York
$83.1M
3
TC
3
Trilogy Capital
California
$65.3M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$39.1M
5
BFG
5
Barber Financial Group
Kansas
$31.4M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$3.45M
3
HCM
3
Horan Capital Management
Maryland
$0
4
SHGA
4
Sand Hill Global Advisors
California
$0
5
DDPOM
5
Delta Dental Plan of Michigan
Michigan
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SigFig Wealth Management
California
$10M 354,969 +354,969 New
GFPC
27
Global Financial Private Capital
Florida
$9.38M 333,071 +296,593 +813%
WI
28
WrapManager Inc
California
$8.83M 313,673 +313,673 New
WCWM
29
Willow Creek Wealth Management
California
$7.79M 276,744 +276,744 New
MFS
30
McNamara Financial Services
Massachusetts
$7.42M 263,478 +5,620 +2%
AWMG
31
Alliance Wealth Management Group
New Jersey
$6.75M 239,855 +24,896 +12%
PWPS
32
Pinnacle Wealth Planning Services
Ohio
$6.23M 221,262 +196,272 +785%
AF
33
Advisornet Financial
Minnesota
$6.21M 220,523 +217,948 +8,464%
LFG
34
Larson Financial Group
Missouri
$5.76M 204,578 +165,261 +420%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$5.24M 186,346 +33,707 +22%
Jane Street
36
Jane Street
New York
$4.8M 170,408 +170,408 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$4.31M 154,294 +13,010 +9%
ACM
38
AlphaStar Capital Management
North Carolina
$3.93M 139,669 +139,669 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.87M 137,385 +62,904 +84%
QA
40
Quantitative Advantage
Minnesota
$3.84M 136,459 +136,459 New
SFS
41
Sowell Financial Services
Arkansas
$3.72M 134,079 -4,682 -3%
BBA
42
Braun-Bostich & Associates
Pennsylvania
$3.71M 131,694 +33,887 +35%
UBS Group
43
UBS Group
Switzerland
$3.45M 122,527 -375,120 -75%
Morgan Stanley
44
Morgan Stanley
New York
$3.42M 121,390 -9,412 -7%
LWS
45
Lucia Wealth Services
California
$3.24M 115,018 +62,371 +118%
WAM
46
Watermark Asset Management
California
$3.14M 111,660 +65,853 +144%
DDPOM
47
Delta Dental Plan of Michigan
Michigan
$2.82M 100,118 -135,334 -57%
CA
48
Continuum Advisory
Idaho
$2.75M 97,556 +82,990 +570%
OC
49
Oarsman Capital
Wisconsin
$2.74M 97,125 +12,642 +15%
WP
50
WealthSource Partners
California
$2.72M 96,571 +96,571 New
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