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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

303 hedge funds and large institutions have $3.78B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.13%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$143M
2
WCWM
2
Willow Creek Wealth Management
California
$53.3M
3
LPL Financial
3
LPL Financial
California
$184M
4
UBS Group
4
UBS Group
Switzerland
$30.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$281M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HI
3
Horizon Investments
North Carolina
$61.4M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Barber Financial Group
Kansas
$40.7M 1,320,235 +133,482 +11%
RA
27
RFG Advisory
Alabama
$39.9M 1,293,746 +79,224 +7%
BCI
28
Brinker Capital Investments
Pennsylvania
$38.1M 1,235,057 -20,930 -2%
Morgan Stanley
29
Morgan Stanley
New York
$38M 1,234,331 +11,791 +1%
MD
30
Money Design
Japan
$33.2M 1,076,779 +10,316 +1%
SPA
31
Sentinel Pension Advisors
Massachusetts
$33.1M 1,073,580 +74,313 +7%
EWF
32
Epstein & White Financial
California
$33M 1,070,914 +89,343 +9%
MFS
33
McNamara Financial Services
Massachusetts
$31.4M 1,018,443 +30,611 +3%
SA
34
Stewardship Advisors
Pennsylvania
$31.4M 1,019,823 +194,983 +24%
UBS Group
35
UBS Group
Switzerland
$30.1M 976,282 +756,801 +345%
ASW
36
Astoria Strategic Wealth
Texas
$29.5M 959,851 -1,985 -0.2%
UCFA
37
United Capital Financial Advisors
Texas
$28.2M 914,515 +65,309 +8%
GP
38
Girard Partners
Pennsylvania
$28.1M 912,522 +68,953 +8%
GLA
39
Good Life Advisors
Pennsylvania
$27.9M 904,192 +62,299 +7%
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$27.7M 899,209 +77,777 +9%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$27.5M 893,126 +145,907 +20%
BSWM
42
Boston Standard Wealth Management
Massachusetts
$26.9M 874,419 +44,760 +5%
WFPG
43
Waller Financial Planning Group
Ohio
$26.6M 863,543 +67,203 +8%
Bank of America
44
Bank of America
North Carolina
$25.4M 822,986 -121,761 -13%
WA
45
Waverly Advisors
Alabama
$24.2M 792,789 +19,561 +3%
Wells Fargo
46
Wells Fargo
California
$24.2M 784,653 -326,275 -29%
HWA
47
Heartwood Wealth Advisors
Virginia
$23.9M 777,119 -116,463 -13%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$21.3M 689,907 +82,651 +14%
ACM
49
AlphaStar Capital Management
North Carolina
$20.6M 670,221 +125,981 +23%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$20.2M 654,581 +71,290 +12%
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