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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

223 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$51.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$60.9M
3
AF
3
Allworth Financial
California
$358M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26M
5
CWSR
5
Chessman Wealth Strategies RIA
Texas
$19.3M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
GI
2
Gradient Investments
Minnesota
$59.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$54.7M
4
RA
4
RFG Advisory
Alabama
$19.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$15.1M 528,615 +26,635 +5%
BC
27
Brio Consultants
California
$15M 524,870 -12,571 -2%
HCM
28
Horan Capital Management
Maryland
$13.5M 473,862 +22,544 +5%
GFPC
29
Global Financial Private Capital
Florida
$13.4M 469,105 -35,285 -7%
SFG
30
StrategIQ Financial Group
Indiana
$13.4M 469,032 +54,542 +13%
WI
31
WrapManager Inc
California
$12.6M 440,610 +69,057 +19%
PFA
32
Pure Financial Advisors
California
$12.2M 428,794 -27,228 -6%
PI
33
PFS Investments
Georgia
$12.1M 422,771 +145,085 +52%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$11.9M 415,522 +72,701 +21%
WP
35
WealthPLAN Partners
Nebraska
$11.1M 388,298 +14,689 +4%
Morgan Stanley
36
Morgan Stanley
New York
$10.8M 378,742 +14,485 +4%
SWM
37
SigFig Wealth Management
California
$10.5M 369,347 +11,956 +3%
Bank of America
38
Bank of America
North Carolina
$10.2M 357,310 -206,707 -37%
SAM
39
Stringer Asset Management
Tennessee
$9.84M 344,664 +9,594 +3%
ACA
40
Aptus Capital Advisors
Alabama
$9.29M 325,578 +75,915 +30%
ACM
41
AlphaStar Capital Management
North Carolina
$8.98M 318,585 +198,383 +165%
SB
42
Strategic Blueprint
Georgia
$8.45M 296,107 +163,518 +123%
FI
43
FormulaFolio Investments
Michigan
$8.22M 287,925 +131,264 +84%
AF
44
Advisornet Financial
Minnesota
$7.94M 278,139 +3,723 +1%
RWM
45
Ritholtz Wealth Management
New York
$7.81M 273,581 -499,690 -65%
TCM
46
Towercrest Capital Management
Pennsylvania
$7.64M 267,764 -10,452 -4%
WFPG
47
Waller Financial Planning Group
Ohio
$7.51M 265,319 +21,946 +9%
UCFA
48
United Capital Financial Advisors
Texas
$7.46M 261,473 +213,480 +445%
MFS
49
McNamara Financial Services
Massachusetts
$7.32M 262,833 +2,338 +0.9%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$7.31M 255,881 -56,327 -18%
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