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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87M
2
AF
2
Allworth Financial
California
$388M
3
Creative Planning
3
Creative Planning
Kansas
$80.5M
4
RIM
4
Redwood Investment Management
Arizona
$22M
5
TC
5
TownSquare Capital
Utah
$55.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
State Street
4
State Street
Massachusetts
$344M
5
AssetMark Inc
5
AssetMark Inc
California
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
51
Waller Financial Planning Group
Ohio
$8.37M +$676K +23,320 +9%
RWM
52
Ritholtz Wealth Management
New York
$8.09M +$110K +3,777 +1%
ACM
53
AlphaStar Capital Management
North Carolina
$7.82M -$1.47M -50,455 -16%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$7.69M +$221K +7,579 +3%
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$7.49M +$164K +5,633 +2%
MFS
56
McNamara Financial Services
Massachusetts
$7.43M -$71.8K -2,515 -1%
TCM
57
Towercrest Capital Management
Pennsylvania
$7.36M -$454K -15,576 -6%
CA
58
Continuum Advisory
Idaho
$7.27M +$1.14M +39,317 +19%
EFL
59
ERn Financial LLC
Wisconsin
$7.17M +$668K +22,904 +10%
AWMG
60
Alliance Wealth Management Group
New Jersey
$7.09M +$297K +10,176 +4%
LFG
61
Larson Financial Group
Missouri
$6.86M +$456K +15,634 +7%
DWM
62
Darwin Wealth Management
Florida
$6.54M +$869K +29,782 +15%
Citadel Advisors
63
Citadel Advisors
Florida
$6.51M +$6.51M +223,113 New
EGA
64
E&G Advisors
Texas
$6.46M +$3.53M +121,017 +120%
SC
65
Savant Capital
Illinois
$6.13M +$6.13M +210,057 New
W
66
Wealthquest
Ohio
$5.91M +$698K +23,921 +13%
UBS Group
67
UBS Group
Switzerland
$5.88M +$91.4K +3,132 +2%
SW
68
SlateStone Wealth
Florida
$5.36M +$5.36M +183,622 New
LPL Financial
69
LPL Financial
California
$5.23M +$2.85M +97,779 +120%
OMC
70
Old Mission Capital
Illinois
$5.17M +$445K +15,254 +9%
BS
71
Banco Santander
Spain
$4.8M -$831K -28,500 -15%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$4.8M +$4.8M +164,423 New
WCWM
73
Willow Creek Wealth Management
California
$4.52M -$151K -5,184 -3%
AWA
74
Arete Wealth Advisors
Illinois
$4.43M +$1.43M +48,895 +47%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$4.3M +$6.04K +207 +0.1%
1 2
3
4 5