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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

155 hedge funds and large institutions have $1.57B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
3.55%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
28
Increased
77
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$308M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$73.4M
3
State Street
3
State Street
Massachusetts
$327M
4
HCM
4
Horan Capital Management
Maryland
$12.4M
5
Creative Planning
5
Creative Planning
Kansas
$27M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.64M
2
JWM
2
Jackson Wealth Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$64K
5
LWS
5
Lucia Wealth Services
California
$300K
Name Market Value Shares Shares
Change 		Shares
Change %
DDPOM
51
Delta Dental Plan of Michigan
Michigan
$2.79M 100,118 – –
RIM
52
Redwood Investment Management
Arizona
$2.53M 90,671 -2,014 -2%
Renaissance Technologies
53
Renaissance Technologies
New York
$2.45M 87,664 +53,693 +158%
BS
54
Banco Santander
Spain
$2.34M 84,000 – –
RWM
55
Ritholtz Wealth Management
New York
$2.33M 83,575 +2,534 +3%
VF
56
Virtu Financial
New York
$2.32M 83,337 +83,337 New
MGIA
57
Moneta Group Investment Advisors
Missouri
$2.17M 77,827 +77,827 New
SFS
58
Sowell Financial Services
Arkansas
$2.12M 76,082 -57,997 -43%
AWA
59
Arete Wealth Advisors
Illinois
$2.09M 74,882 +45,521 +155%
OMC
60
Old Mission Capital
Illinois
$1.97M 70,560 +62,813 +811%
DWM
61
Darwin Wealth Management
Florida
– – – –
AIS
62
Accurate Investment Solutions
Pennsylvania
$1.84M 65,853 +51,463 +358%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.72M 61,775 +5,587 +10%
HIIFS
64
Harel Insurance Investments & Financial Services
Israel
$1.69M 60,674 – –
SEIA
65
Signature Estate & Investment Advisors
California
$1.66M 59,414 +59,414 New
FWM
66
Frontier Wealth Management
Missouri
$1.58M 56,466 +56,466 New
LPL Financial
67
LPL Financial
California
$1.57M 56,280 -6,075 -10%
Goldman Sachs
68
Goldman Sachs
New York
$1.5M 53,634 -26,951 -33%
BA
69
Boston Advisors
Massachusetts
$1.41M 50,627 +1,752 +4%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1.38M 49,612 +3,264 +7%
BFA
71
Beaumont Financial Advisors
Massachusetts
$1.27M 45,570 -5,648 -11%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$1.24M 44,286 -4,255 -9%
FCH
73
Freestone Capital Holdings
Washington
$1.17M 41,789 -2,623 -6%
SWP
74
Strategic Wealth Partners
Ohio
$1.16M 41,553 +9,706 +30%
LA
75
LexAurum Advisors
Kansas
$1.11M 39,897 +3,925 +11%
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