SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Market Value Shares Shares
Change 		Shares
Change %
WFPG
26
Waller Financial Planning Group
Ohio
$43.2M 1,448,839 +44,648 +3%
ACM
27
AlphaStar Capital Management
North Carolina
$40.5M 1,363,658 +508,620 +59%
GP
28
Girard Partners
Pennsylvania
$40.2M 1,346,421 +137,341 +11%
TFA
29
Tobias Financial Advisors
Florida
$37.5M 1,257,180 +95,182 +8%
KW
30
KWB Wealth
California
$36.8M 1,233,425 +143,455 +13%
MFS
31
McNamara Financial Services
Massachusetts
$35.4M 1,185,494 +26,663 +2%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$35M 1,173,975 +37,546 +3%
Truist Financial
33
Truist Financial
North Carolina
$34.1M 1,141,951 +8,903 +0.8%
RWM
34
Reston Wealth Management
Virginia
$33.3M 1,116,088 +41,421 +4%
GLA
35
Good Life Advisors
Pennsylvania
$31.3M 1,050,003 +69,620 +7%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$31.1M 1,042,863 +62,940 +6%
ASW
37
Astoria Strategic Wealth
Texas
$28.3M 946,985 +3,328 +0.4%
BCI
38
Brinker Capital Investments
Pennsylvania
$28.1M 942,557 -54,822 -5%
MD
39
Money Design
Japan
$28.1M 941,178 +51,263 +6%
WA
40
Waverly Advisors
Alabama
$28M 940,235 -70,265 -7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$27.9M 934,671 +40,644 +5%
SMM
42
Stadion Money Management
Georgia
$26.7M 893,618 -25,331 -3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$25.9M 866,444 +14,126 +2%
Citadel Advisors
44
Citadel Advisors
Florida
$25.4M 851,160 +339,071 +66%
BC
45
Brio Consultants
California
$24.8M 830,374 +81,916 +11%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$24.3M 814,564 +814,564 New
Wells Fargo
47
Wells Fargo
California
$24.3M 814,207 +2,503 +0.3%
MML Investors Services
48
MML Investors Services
Massachusetts
$23.3M 780,458 +31,333 +4%
FSG
49
Financial Strategies Group
Michigan
$22.4M 749,600 +23,755 +3%
MGIA
50
Moneta Group Investment Advisors
Missouri
$22.2M 743,786 +159,114 +27%
1
2
3 4 5