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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

218 hedge funds and large institutions have $2.15B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.86%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.76%
New
70
Increased
80
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$193M
2
RJA
2
Raymond James & Associates
Florida
$43.4M
3
RA
3
RFG Advisory
Alabama
$40.4M
4
State Street
4
State Street
Massachusetts
$347M
5
RWM
5
Ritholtz Wealth Management
New York
$21.5M

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$0
2
CPO
2
Cerity Partners OCIO
New York
$86.8M
3
WCWM
3
Willow Creek Wealth Management
California
$4.54M
4
PFA
4
Pure Financial Advisors
California
$12.7M
5
DWM
5
Darwin Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFG
51
Larson Financial Group
Missouri
$5.71M 204,990 +5,203 +3%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$5.19M 186,369 +4,703 +3%
CA
53
Continuum Advisory
Idaho
$5.15M 184,762 -572 -0.3%
W
54
Wealthquest
Ohio
$5.03M 180,729 +180,729 New
WCWM
55
Willow Creek Wealth Management
California
$4.54M 163,045 -201,619 -55%
FI
56
FormulaFolio Investments
Michigan
$4.34M 156,661 – –
UBS Group
57
UBS Group
Switzerland
$4.25M 152,653 -4,681 -3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$4.03M 144,553 +144,553 New
SHGA
59
Sand Hill Global Advisors
California
$3.86M 138,610 +8,412 +6%
CW
60
CreativeOne Wealth
Kansas
$3.75M 134,658 +134,658 New
SB
61
Strategic Blueprint
Georgia
$3.69M 132,589 +132,589 New
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
$3.67M 131,646 +131,646 New
OMC
63
Old Mission Capital
Illinois
$3.65M 130,878 +114,317 +690%
WP
64
WealthSource Partners
California
$3.36M 120,463 -5,999 -5%
ACM
65
AlphaStar Capital Management
North Carolina
$3.35M 120,202 +6,043 +5%
RIM
66
Redwood Investment Management
Arizona
$3.3M 118,635 +29,716 +33%
AC
67
Alexandria Capital
Virginia
$3.25M 116,609 +104,715 +880%
QA
68
Quantitative Advantage
Minnesota
$3.19M 114,532 -11,746 -9%
AG
69
Advisor Group
Arizona
$3.18M 114,247 +76,568 +203%
APC
70
Aspire Private Capital
North Carolina
$3.06M 109,731 +109,731 New
WAM
71
Watermark Asset Management
California
$3M 107,829 -6,166 -5%
NI
72
NYL Investors
New York
$2.98M 106,900 +106,900 New
LPL Financial
73
LPL Financial
California
$2.79M 100,170 +35,977 +56%
RCIM
74
Red Cedar Investment Management
Michigan
$2.79M 100,118 – –
OC
75
Oarsman Capital
Wisconsin
$2.52M 90,411 -18,653 -17%
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