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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

112 hedge funds and large institutions have $757M invested in SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 50 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
112
Holders Change
+51
Holders Change %
+83.61%
% of All Funds
2.54%
Holding in Top 10
14
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+366.67%
% of All Funds
0.32%
New
57
Increased
50
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$43.9M
2
BSWM
2
Boston Standard Wealth Management
Massachusetts
$17.3M
3
FWM
3
Focused Wealth Management
New York
$15.7M
4
BCM
4
Bluefin Capital Management
New York
$14.9M
5
AA
5
Advisory Alpha
Michigan
$12M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$67.4M
2
SFS
2
Sowell Financial Services
Arkansas
$3.96M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.76M
5
BAAM
5
Baker Avenue Asset Management
California
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
51
Cerity Partners OCIO
New York
$1.14M 39,666 +39,666 New
LFG
52
Larson Financial Group
Missouri
$1.13M 39,317 +39,317 New
BA
53
Boston Advisors
Massachusetts
$1.11M 38,659 +21,249 +122%
DWM
54
Destination Wealth Management
California
$1.1M 38,364 +19,182 +100%
GFPC
55
Global Financial Private Capital
Florida
$1.05M 36,478 +17,443 +92%
William Blair & Company
56
William Blair & Company
Illinois
$997K 34,692 +34,692 New
ACG
57
Allen Capital Group
Nebraska
$937K 32,614 +32,614 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$924K 32,161 +18,255 +131%
BS
59
Banco Santander
Spain
$824K 22,000 +17,000 +340%
AG
60
Advisor Group
Arizona
$771K 26,819 +20,750 +342%
RA
61
RFG Advisory
Alabama
$734K 25,536 +25,536 New
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$718K 24,990 +24,990 New
SPC
63
Sigma Planning Corp
Michigan
$712K 24,758 +17,388 +236%
MAS
64
Managed Account Services
Florida
$620K 21,556 +21,556 New
IA
65
IFP Advisors
Florida
$605K 21,066 +10,549 +100%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$567K 19,732 +19,732 New
OMC
67
Old Mission Capital
Illinois
$558K 19,419 +19,419 New
DWM
68
Darwin Wealth Management
Florida
$542K 18,856 +18,856 New
ACP
69
Aveo Capital Partners
Colorado
$497K 17,310 +9,439 +120%
MML Investors Services
70
MML Investors Services
Massachusetts
$457K 15,900 +8,913 +128%
UCFA
71
United Capital Financial Advisors
Texas
$450K 15,644 +2,295 +17%
GSC
72
G&S Capital
Colorado
$448K 15,587 +15,587 New
RFA
73
Reilly Financial Advisors
California
$442K 15,388 +15,388 New
CA
74
Continuum Advisory
Idaho
$419K 14,566 +14,566 New
HS
75
Horan Securities
United States
$383K 13,405 +4,872 +57%
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3
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