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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$43M 1,432,670 -2,139,808 -60%
WFPG
27
Waller Financial Planning Group
Ohio
$42.1M 1,404,191 +51,318 +4%
BFG
28
Barber Financial Group
Kansas
$41.1M 1,370,541 +109,157 +9%
SPA
29
Sentinel Pension Advisors
Massachusetts
$38.3M 1,276,363 +72,298 +6%
GP
30
Girard Partners
Pennsylvania
$36.3M 1,209,080 +123,981 +11%
EWF
31
Epstein & White Financial
California
$35.7M 1,189,566 +47,747 +4%
TFA
32
Tobias Financial Advisors
Florida
$34.9M 1,161,998 -38,485 -3%
MFS
33
McNamara Financial Services
Massachusetts
$34.8M 1,158,831 +118,759 +11%
BSWM
34
Boston Standard Wealth Management
Massachusetts
$34.1M 1,136,429 +69,091 +6%
Truist Financial
35
Truist Financial
North Carolina
$34M 1,133,048 +462,051 +69%
KW
36
KWB Wealth
California
$32.3M 1,089,970 -6,471 -0.6%
RWM
37
Reston Wealth Management
Virginia
$32.3M 1,074,667 +165,278 +18%
WA
38
Waverly Advisors
Alabama
$30.5M 1,010,500 +56,542 +6%
BCI
39
Brinker Capital Investments
Pennsylvania
$29.9M 997,379 -33,035 -3%
GLA
40
Good Life Advisors
Pennsylvania
$29.4M 980,383 +109,020 +13%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$29.4M 979,923 +66,062 +7%
ASW
42
Astoria Strategic Wealth
Texas
$28.5M 943,657 -8,313 -0.9%
SMM
43
Stadion Money Management
Georgia
$27.6M 918,949 +15,608 +2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$26.8M 894,027 +255,015 +40%
MD
45
Money Design
Japan
$26.7M 889,915 -130,849 -13%
ACM
46
AlphaStar Capital Management
North Carolina
$25.7M 855,038 +179,769 +27%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$25.6M 852,318 +297,909 +54%
Wells Fargo
48
Wells Fargo
California
$24.4M 811,704 -18,282 -2%
TWM
49
Trinity Wealth Management
Pennsylvania
$23.5M 783,582 -36,582 -4%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$23.3M 776,449 +709,725 +1,064%
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