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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

248 hedge funds and large institutions have $2.96B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.45%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$248M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.9M
3
GFPC
3
Global Financial Private Capital
Florida
$36.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$12.4M
2
FWM
2
Focused Wealth Management
New York
$12.7M
3
State Street
3
State Street
Massachusetts
$339M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$48.2M
5
NAS
5
Nicolet Advisory Services
Wisconsin
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$21M 708,250 +708,250 New
CCFM
27
Clear Creek Financial Management
Washington
$20.6M 700,535 -18,864 -3%
RIM
28
Redwood Investment Management
Arizona
$20.3M 685,003 -70,589 -9%
Bank of America
29
Bank of America
North Carolina
$19.2M 647,300 +270,585 +72%
GP
30
Girard Partners
Pennsylvania
$18.3M 617,509 +36,363 +6%
WA
31
Waverly Advisors
Alabama
$18M 606,956 +52,887 +10%
VBFP
32
Valtinson Bruner Financial Planning
Minnesota
$17.4M 591,512 +591,512 New
AG
33
Advisor Group
Arizona
$16.9M 571,331 +223,021 +64%
HCM
34
Horan Capital Management
Maryland
$15.9M 535,780 +26,266 +5%
WI
35
WrapManager Inc
California
$15.3M 517,346 +52,865 +11%
SFG
36
StrategIQ Financial Group
Indiana
$14.7M 495,737 +14,631 +3%
BC
37
Brio Consultants
California
$14.5M 490,744 -25,547 -5%
Citadel Advisors
38
Citadel Advisors
Florida
$14.5M 489,491 +266,378 +119%
PI
39
PFS Investments
Georgia
$14.4M 485,959 +30,606 +7%
FI
40
FormulaFolio Investments
Michigan
$13.3M 448,703 +145,399 +48%
FWM
41
Focused Wealth Management
New York
$12.7M 428,668 -456,627 -52%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$12.4M 419,548 +33,573 +9%
PFA
43
Pure Financial Advisors
California
$12.4M 418,473 -21,184 -5%
VC
44
Vicus Capital
Pennsylvania
$12.4M 12,362 -348,296 -97%
APC
45
Aspire Private Capital
North Carolina
$12M 406,516 +300,343 +283%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$12M 406,070 +20,586 +5%
WP
47
WealthPLAN Partners
Nebraska
$11.6M 395,174 +2,903 +0.7%
MGIA
48
Moneta Group Investment Advisors
Missouri
$11.6M 390,823 -12,742 -3%
SWM
49
SigFig Wealth Management
California
$11.1M 375,785 +1,709 +0.5%
William Blair & Company
50
William Blair & Company
Illinois
$10.8M 184,650 +22,000 +14%
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