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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

223 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$60.9M
2
AF
2
Allworth Financial
California
$358M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$26M
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$19.3M
5
MD
5
Money Design
Japan
$19.2M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
GI
2
Gradient Investments
Minnesota
$59.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$54.7M
4
RA
4
RFG Advisory
Alabama
$19.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$7.17M -$1.71M -59,951 -19%
AG
52
Advisor Group
Arizona
$7.15M +$3.89M +136,361 +119%
AWMG
53
Alliance Wealth Management Group
New Jersey
$6.65M -$190K -6,644 -3%
EFL
54
ERn Financial LLC
Wisconsin
$6.31M -$11.2K -396 -0.2%
LFG
55
Larson Financial Group
Missouri
$6.26M +$410K +14,368 +7%
WFWM
56
Wechter Feldman Wealth Management
New Jersey
$6.13M +$115K +4,033 +2%
CA
57
Continuum Advisory
Idaho
$5.98M +$735K +25,933 +14%
UBS Group
58
UBS Group
Switzerland
$5.66M +$1.31M +45,776 +30%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$5.56M +$243K +8,507 +5%
DWM
60
Darwin Wealth Management
Florida
$5.55M +$5.55M +194,435 New
BS
61
Banco Santander
Spain
$5.51M +$3.11M +109,000 +130%
W
62
Wealthquest
Ohio
$5.1M -$60.7K -2,126 -1%
William Blair & Company
63
William Blair & Company
Illinois
$5M -$1.23M -20,944 -20%
OMC
64
Old Mission Capital
Illinois
$4.62M +$887K +31,072 +24%
WCWM
65
Willow Creek Wealth Management
California
$4.57M -$83.3K -2,920 -2%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$4.21M +$79.2K +2,776 +2%
MA
67
Mutual Advisors
Nebraska
$3.96M +$2.1M +73,506 +112%
SHGA
68
Sand Hill Global Advisors
California
$3.96M – – –
AC
69
Alexandria Capital
Virginia
$3.86M +$529K +18,523 +16%
WP
70
WealthShield Partners
North Carolina
$3.76M +$1.91M +66,786 +103%
RIM
71
Redwood Investment Management
Arizona
$3.66M +$278K +9,745 +8%
SEIA
72
Signature Estate & Investment Advisors
California
$3.41M +$1.79M +62,808 +111%
APC
73
Aspire Private Capital
North Carolina
$3.38M +$244K +8,555 +8%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$3.28M +$3.26M +114,258 +21,477%
QA
75
Quantitative Advantage
Minnesota
$3.2M -$73K -2,559 -2%
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3
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