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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WFPG
26
Waller Financial Planning Group
Ohio
$40.1M 1,352,873 +225,784 +20%
WP
27
WealthSource Partners
California
$38.6M 1,302,248 +1,302,248 New
BFG
28
Barber Financial Group
Kansas
$37.4M 1,261,384 +3,553 +0.3%
SPA
29
Sentinel Pension Advisors
Massachusetts
$35.7M 1,204,065 +82,125 +7%
TFA
30
Tobias Financial Advisors
Florida
$35.6M 1,200,483 -300,667 -20%
EWF
31
Epstein & White Financial
California
$33.9M 1,141,819 -78,869 -6%
Morgan Stanley
32
Morgan Stanley
New York
$33.3M 1,122,553 -77,291 -6%
KW
33
KWB Wealth
California
$32.5M 1,096,441 +159,000 +17%
GP
34
Girard Partners
Pennsylvania
$32.2M 1,085,099 +61,320 +6%
MFS
35
McNamara Financial Services
Massachusetts
$32M 1,040,072 +21,629 +2%
BSWM
36
Boston Standard Wealth Management
Massachusetts
$31.6M 1,067,338 +161,701 +18%
BCI
37
Brinker Capital Investments
Pennsylvania
$30.6M 1,030,414 -154,269 -13%
MD
38
Money Design
Japan
$30.3M 1,020,764 -15,192 -1%
WA
39
Waverly Advisors
Alabama
$28.4M 953,958 +74,440 +8%
ASW
40
Astoria Strategic Wealth
Texas
$28.2M 951,970 +2,375 +0.3%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$27.1M 913,861 +119,944 +15%
RWM
42
Reston Wealth Management
Virginia
$27M 909,389 +274,596 +43%
SMM
43
Stadion Money Management
Georgia
$26.8M 903,341 +2,478 +0.3%
HWA
44
Heartwood Wealth Advisors
Virginia
$26M 876,198 +74,002 +9%
GLA
45
Good Life Advisors
Pennsylvania
$25.8M 871,363 -91,616 -10%
Wells Fargo
46
Wells Fargo
California
$24.6M 829,986 +7,010 +0.9%
TWM
47
Trinity Wealth Management
Pennsylvania
$24.3M 820,164 +11,222 +1%
SA
48
Stewardship Advisors
Pennsylvania
$24.3M 818,622 -227,741 -22%
Citadel Advisors
49
Citadel Advisors
Florida
$24.1M 812,577 +812,577 New
FWM
50
Focused Wealth Management
New York
$20.9M 706,530 +137,123 +24%
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