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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

218 hedge funds and large institutions have $2.15B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.86%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.76%
New
70
Increased
80
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$193M
2
RJA
2
Raymond James & Associates
Florida
$43.4M
3
RA
3
RFG Advisory
Alabama
$40.4M
4
State Street
4
State Street
Massachusetts
$347M
5
RWM
5
Ritholtz Wealth Management
New York
$21.5M

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$0
2
CPO
2
Cerity Partners OCIO
New York
$86.8M
3
WCWM
3
Willow Creek Wealth Management
California
$4.54M
4
PFA
4
Pure Financial Advisors
California
$12.7M
5
DWM
5
Darwin Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GFPC
26
Global Financial Private Capital
Florida
$14M 504,390 +174,394 +53%
WA
27
Waverly Advisors
Alabama
$14M 501,980 +17,058 +4%
FWM
28
Focused Wealth Management
New York
$13.5M 485,567 +37,717 +8%
PFA
29
Pure Financial Advisors
California
$12.7M 456,022 -176,262 -28%
HCM
30
Horan Capital Management
Maryland
$12.6M 451,318 +2,300 +0.5%
SFG
31
StrategIQ Financial Group
Indiana
$11.5M 414,490 -42,310 -9%
WP
32
WealthPLAN Partners
Nebraska
$10.5M 373,609 +4,147 +1%
WI
33
WrapManager Inc
California
$10.3M 371,553 -14,740 -4%
Morgan Stanley
34
Morgan Stanley
New York
$10.1M 364,257 +226,539 +164%
SWM
35
SigFig Wealth Management
California
$9.93M 357,391 +729 +0.2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$9.55M 342,821 +293,678 +598%
SAM
37
Stringer Asset Management
Tennessee
$9.33M 335,070 +335,070 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$8.69M 312,208 +92,729 +42%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$8.66M 311,079 +56,516 +22%
TCM
40
Towercrest Capital Management
Pennsylvania
$7.75M 278,216 -35,826 -11%
PI
41
PFS Investments
Georgia
$7.73M 277,686 +277,686 New
ZIM
42
Zacks Investment Management
Illinois
$7.73M 277,477 +277,477 New
AF
43
Advisornet Financial
Minnesota
$7.64M 274,416 +11,635 +4%
MFS
44
McNamara Financial Services
Massachusetts
$7.22M 260,495 -982 -0.4%
ACA
45
Aptus Capital Advisors
Alabama
$6.95M 249,663 +249,663 New
WFPG
46
Waller Financial Planning Group
Ohio
$6.78M 243,373 +243,373 New
AWMG
47
Alliance Wealth Management Group
New Jersey
$6.67M 239,506 -6,106 -2%
William Blair & Company
48
William Blair & Company
Illinois
$6.23M 106,144 +26,406 +33%
EFL
49
ERn Financial LLC
Wisconsin
$6.22M 223,272 +223,272 New
WFWM
50
Wechter Feldman Wealth Management
New Jersey
$5.87M 210,717 +159,580 +312%
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