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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

169 hedge funds and large institutions have $1.62B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$17.5M
2
AF
2
Allworth Financial
California
$320M
3
Creative Planning
3
Creative Planning
Kansas
$37.4M
4
Wells Fargo
4
Wells Fargo
California
$28.4M
5
CPO
5
Cerity Partners OCIO
New York
$93.4M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$59.8M
2
FWM
2
Focused Wealth Management
New York
$12.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.18M
4
BCM
4
Bluefin Capital Management
New York
$574K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$10.1M 369,462 +18,633 +5%
WCWM
27
Willow Creek Wealth Management
California
$10.1M 364,664 -4,487 -1%
SWM
28
SigFig Wealth Management
California
$9.88M 356,662 +1,188 +0.3%
GFPC
29
Global Financial Private Capital
Florida
$9.14M 329,996 -28,487 -8%
TCM
30
Towercrest Capital Management
Pennsylvania
$8.7M 314,042 +1,227 +0.4%
AF
31
Advisornet Financial
Minnesota
$7.28M 262,781 +14,698 +6%
MFS
32
McNamara Financial Services
Massachusetts
$7.25M 261,477 +2,164 +0.8%
PWPS
33
Pinnacle Wealth Planning Services
Ohio
$7.05M 254,563 +20,601 +9%
AWMG
34
Alliance Wealth Management Group
New Jersey
$6.81M 245,612 +423 +0.2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$6.08M 219,479 +33,133 +18%
LFG
36
Larson Financial Group
Missouri
$5.54M 199,787 -2,223 -1%
CA
37
Continuum Advisory
Idaho
$5.12M 185,334 +29,542 +19%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$5.03M 181,666 +13,950 +8%
UBS Group
39
UBS Group
Switzerland
$4.36M 157,334 +234 +0.1%
FI
40
FormulaFolio Investments
Michigan
$4.34M 156,661 +26,335 +20%
Morgan Stanley
41
Morgan Stanley
New York
$3.82M 137,718 +5,996 +5%
SHGA
42
Sand Hill Global Advisors
California
$3.61M 130,198 -61,570 -32%
WP
43
WealthSource Partners
California
$3.5M 126,462 +1,621 +1%
QA
44
Quantitative Advantage
Minnesota
$3.5M 126,278 -7,158 -5%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$3.4M 122,598 -38,269 -24%
ACM
46
AlphaStar Capital Management
North Carolina
$3.16M 114,159 -7,425 -6%
WAM
47
Watermark Asset Management
California
$3.16M 113,995 +1,662 +1%
DWM
48
Darwin Wealth Management
Florida
$3.15M 113,667 +113,667 New
OC
49
Oarsman Capital
Wisconsin
$3.02M 109,064 +5,884 +6%
RCIM
50
Red Cedar Investment Management
Michigan
$2.77M 100,118 +100,118 New
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