SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

155 hedge funds and large institutions have $1.57B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
3.55%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
28
Increased
77
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$308M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$73.4M
3
State Street
3
State Street
Massachusetts
$327M
4
HCM
4
Horan Capital Management
Maryland
$12.4M
5
Creative Planning
5
Creative Planning
Kansas
$27M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.64M
2
JWM
2
Jackson Wealth Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$64K
5
LWS
5
Lucia Wealth Services
California
$300K
Name Market Value Shares Shares
Change 		Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$9.79M 350,829 -8,914 -2%
TCM
27
Towercrest Capital Management
Pennsylvania
$8.72M 312,815 +245,625 +366%
WI
28
WrapManager Inc
California
$8.16M 292,633 -21,040 -7%
MFS
29
McNamara Financial Services
Massachusetts
$7.23M 259,313 -4,165 -2%
AF
30
Advisornet Financial
Minnesota
$6.92M 248,083 +27,560 +12%
AWMG
31
Alliance Wealth Management Group
New Jersey
$6.84M 245,189 +5,334 +2%
PWPS
32
Pinnacle Wealth Planning Services
Ohio
$6.53M 233,962 +12,700 +6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.08M 218,031 +192,148 +742%
LFG
34
Larson Financial Group
Missouri
$5.63M 202,010 -2,568 -1%
SHGA
35
Sand Hill Global Advisors
California
$5.35M 191,768 +191,768 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$5.24M 186,346 – –
BCM
37
Bluefin Capital Management
New York
$4.77M 171,177 +171,177 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.68M 167,716 +30,331 +22%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.49M 160,867 +6,573 +4%
UBS Group
40
UBS Group
Switzerland
$4.38M 157,100 +34,573 +28%
CA
41
Continuum Advisory
Idaho
$4.35M 155,792 +58,236 +60%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$4.01M 143,811 +96,595 +205%
QA
43
Quantitative Advantage
Minnesota
$3.72M 133,436 -3,023 -2%
Morgan Stanley
44
Morgan Stanley
New York
$3.67M 131,722 +10,332 +9%
FI
45
FormulaFolio Investments
Michigan
$3.64M 130,326 -595,468 -82%
WP
46
WealthSource Partners
California
$3.48M 124,841 +28,270 +29%
ACM
47
AlphaStar Capital Management
North Carolina
$3.39M 121,584 -18,085 -13%
WAM
48
Watermark Asset Management
California
$3.13M 112,333 +673 +0.6%
AI
49
Atria Investments
North Carolina
$3M 107,618 +55,714 +107%
OC
50
Oarsman Capital
Wisconsin
$2.88M 103,180 +6,055 +6%
1
2
3 4 5