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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
RJA
5
Raymond James & Associates
Florida
$79.2M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$32.5M 1,077,029 -196,296 -15%
SPA
27
Sentinel Pension Advisors
Massachusetts
$32.5M 1,075,590 +119,542 +13%
MD
28
Money Design
Japan
$31.6M 1,044,308 +73,773 +8%
CCFM
29
Clear Creek Financial Management
Washington
$30.1M 985,437 +327,138 +50%
MFS
30
McNamara Financial Services
Massachusetts
$29.7M 983,743 +15,840 +2%
PAG
31
Private Advisor Group
New Jersey
$29.2M 966,569 +929,400 +2,500%
ASW
32
Astoria Strategic Wealth
Texas
$29.1M 962,183 -54,654 -5%
GFPC
33
Global Financial Private Capital
Florida
$28.3M 937,597 -36,222 -4%
Wells Fargo
34
Wells Fargo
California
$27.4M 907,672 +63,694 +8%
NAS
35
Nicolet Advisory Services
Wisconsin
$26.8M 887,110 -431,405 -33%
UCFA
36
United Capital Financial Advisors
Texas
$26.8M 886,968 +8,375 +1%
GP
37
Girard Partners
Pennsylvania
$25.5M 845,363 +180,182 +27%
BSWM
38
Boston Standard Wealth Management
Massachusetts
$25.4M 838,683 -38,868 -4%
Bank of America
39
Bank of America
North Carolina
$25M 828,126 +142,796 +21%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$24.8M 820,816 +409,084 +99%
NC
41
NewSquare Capital
Pennsylvania
$24.1M 796,639 +796,639 New
SA
42
Stewardship Advisors
Pennsylvania
$24.1M 795,880 +304,560 +62%
HWA
43
Heartwood Wealth Advisors
Virginia
$22.6M 746,549 +188,097 +34%
WA
44
Waverly Advisors
Alabama
$21.3M 705,748 +43,277 +7%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$19M 628,848 +49,398 +9%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$18.7M 620,342 +466,979 +304%
GLA
47
Good Life Advisors
Pennsylvania
$18.7M 619,386 +619,386 New
Truist Financial
48
Truist Financial
North Carolina
$17.7M 586,981 +586,981 New
FSG
49
Financial Strategies Group
Michigan
$16.7M 554,019 -81,323 -13%
BC
50
Brio Consultants
California
$16.5M 547,108 -9,762 -2%
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