SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87M
2
AF
2
Allworth Financial
California
$388M
3
Creative Planning
3
Creative Planning
Kansas
$80.5M
4
CCFM
4
Clear Creek Financial Management
Washington
$21M
5
RIM
5
Redwood Investment Management
Arizona
$22M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
State Street
4
State Street
Massachusetts
$344M
5
AssetMark Inc
5
AssetMark Inc
California
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GP
26
Girard Partners
Pennsylvania
$17M 581,146 +37,631 +7%
WA
27
Waverly Advisors
Alabama
$16.2M 554,069 +25,454 +5%
BC
28
Brio Consultants
California
$15.1M 516,291 -8,579 -2%
HCM
29
Horan Capital Management
Maryland
$14.9M 509,514 +35,652 +8%
UCFA
30
United Capital Financial Advisors
Texas
$14.1M 483,508 +222,035 +85%
SFG
31
StrategIQ Financial Group
Indiana
$14M 481,106 +12,074 +3%
WI
32
WrapManager Inc
California
$13.5M 464,481 +23,871 +5%
PI
33
PFS Investments
Georgia
$13.3M 455,353 +32,582 +8%
PFA
34
Pure Financial Advisors
California
$12.8M 439,657 +10,863 +3%
VC
35
Vicus Capital
Pennsylvania
$12.4M 360,658 +348,772 +2,934%
MGIA
36
Moneta Group Investment Advisors
Missouri
$11.8M 403,565 +403,565 New
WP
37
WealthPLAN Partners
Nebraska
$11.6M 392,271 +3,973 +1%
ACA
38
Aptus Capital Advisors
Alabama
$11.3M 386,355 +60,777 +19%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$11.3M 385,975 +191,099 +98%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$11.2M 385,484 -30,038 -7%
Bank of America
41
Bank of America
North Carolina
$11M 376,715 +19,405 +5%
SWM
42
SigFig Wealth Management
California
$10.9M 374,076 +4,729 +1%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$10.4M 355,667 +251,252 +241%
GFPC
44
Global Financial Private Capital
Florida
$10.3M 351,873 -117,232 -25%
AG
45
Advisor Group
Arizona
$10.2M 348,310 +97,702 +39%
SAM
46
Stringer Asset Management
Tennessee
$9.55M 327,282 -17,382 -5%
William Blair & Company
47
William Blair & Company
Illinois
$9.54M 162,650 +77,450 +91%
AF
48
Advisornet Financial
Minnesota
$9.16M 314,066 +35,927 +13%
SB
49
Strategic Blueprint
Georgia
$9.03M 309,450 +13,343 +5%
FI
50
FormulaFolio Investments
Michigan
$8.85M 303,304 +15,379 +5%
1
2
3 4 5