SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

169 hedge funds and large institutions have $1.62B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$17.5M
2
AF
2
Allworth Financial
California
$320M
3
Creative Planning
3
Creative Planning
Kansas
$37.4M
4
Wells Fargo
4
Wells Fargo
California
$28.4M
5
CPO
5
Cerity Partners OCIO
New York
$93.4M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$59.8M
2
FWM
2
Focused Wealth Management
New York
$12.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.18M
4
BCM
4
Bluefin Capital Management
New York
$574K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$2.49M 89,851 -17,767 -17%
RIM
52
Redwood Investment Management
Arizona
$2.46M 88,919 -1,752 -2%
RWM
53
Ritholtz Wealth Management
New York
$2.38M 85,912 +2,337 +3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$2.33M 84,164 +39,878 +90%
BS
55
Banco Santander
Spain
$2.33M 84,000 – –
William Blair & Company
56
William Blair & Company
Illinois
$2.21M 79,738 +51,546 +183%
FWM
57
Frontier Wealth Management
Missouri
$2.03M 73,203 +16,737 +30%
AIS
58
Accurate Investment Solutions
Pennsylvania
$2.01M 72,617 +6,764 +10%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.86M 66,960 +5,185 +8%
AWA
60
Arete Wealth Advisors
Illinois
$1.84M 66,394 -8,488 -11%
LPL Financial
61
LPL Financial
California
$1.78M 64,193 +7,913 +14%
HIIFS
62
Harel Insurance Investments & Financial Services
Israel
$1.68M 60,674 – –
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$1.62M 58,377 +22,436 +62%
LA
64
LexAurum Advisors
Kansas
$1.53M 55,341 +15,444 +39%
Renaissance Technologies
65
Renaissance Technologies
New York
$1.53M 55,064 -32,600 -37%
Goldman Sachs
66
Goldman Sachs
New York
$1.49M 53,634 – –
WFWM
67
Wechter Feldman Wealth Management
New Jersey
$1.42M 51,137 +14,101 +38%
BA
68
Boston Advisors
Massachusetts
$1.38M 49,662 -965 -2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.36M 49,143 -469 -0.9%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.32M 48,247 +11,024 +30%
BFA
71
Beaumont Financial Advisors
Massachusetts
$1.26M 45,570 – –
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.18M 42,683 -175,348 -80%
SWP
73
Strategic Wealth Partners
Ohio
$1.16M 41,868 +315 +0.8%
AG
74
Advisor Group
Arizona
$1.05M 37,679 +9,151 +32%
SFG
75
SNS Financial Group
Minnesota
$1.03M 37,092 +3,619 +11%
1 2
3
4 5