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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
KW
4
KWB Wealth
California
$28.9M
5
TWM
5
Trinity Wealth Management
Pennsylvania
$24.9M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$36.9M 1,199,844 -34,487 -3%
BCI
27
Brinker Capital Investments
Pennsylvania
$36.5M 1,184,683 -50,374 -4%
WFPG
28
Waller Financial Planning Group
Ohio
$34.7M 1,127,089 +263,546 +31%
SPA
29
Sentinel Pension Advisors
Massachusetts
$34.5M 1,121,940 +48,360 +5%
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$33.9M 1,100,247 +201,038 +22%
Bank of America
31
Bank of America
North Carolina
$33.6M 1,091,144 +268,158 +33%
SA
32
Stewardship Advisors
Pennsylvania
$32.2M 1,046,363 +26,540 +3%
UBS Group
33
UBS Group
Switzerland
$31.9M 1,036,047 +59,765 +6%
MD
34
Money Design
Japan
$31.9M 1,035,956 -40,823 -4%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$31.6M 1,025,836 +132,710 +15%
GP
36
Girard Partners
Pennsylvania
$31.5M 1,023,779 +111,257 +12%
MFS
37
McNamara Financial Services
Massachusetts
$31.4M 1,018,443 – –
GLA
38
Good Life Advisors
Pennsylvania
$29.7M 962,979 +58,787 +7%
ASW
39
Astoria Strategic Wealth
Texas
$29.2M 949,595 -10,256 -1%
KW
40
KWB Wealth
California
$28.9M 937,441 +937,441 New
BSWM
41
Boston Standard Wealth Management
Massachusetts
$27.9M 905,637 +31,218 +4%
SMM
42
Stadion Money Management
Georgia
$27.7M 900,863 -3,728,562 -81%
WA
43
Waverly Advisors
Alabama
$26.8M 879,518 +86,729 +11%
Wells Fargo
44
Wells Fargo
California
$25.3M 822,976 +38,323 +5%
TWM
45
Trinity Wealth Management
Pennsylvania
$24.9M 808,942 +808,942 New
HWA
46
Heartwood Wealth Advisors
Virginia
$24.7M 802,196 +25,077 +3%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$24.4M 793,917 +104,010 +15%
UCFA
48
United Capital Financial Advisors
Texas
$23.6M 765,017 -149,498 -16%
ACM
49
AlphaStar Capital Management
North Carolina
$23.3M 762,447 +92,226 +14%
CCFM
50
Clear Creek Financial Management
Washington
$20.5M 666,106 +666,106 New
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