We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$14.2M -$3.24M -110,054 -19%
T
52
TrueFG
Texas
$14.1M +$14.1M +479,656 New
ACM
53
AlphaStar Capital Management
North Carolina
$12.8M +$2.19M +74,193 +21%
PFA
54
Pure Financial Advisors
California
$12.7M +$401K +13,613 +3%
VCM
55
Virtue Capital Management
Tennessee
$12.2M +$12.3M +415,866 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$12.1M +$167K +5,662 +1%
WP
57
WealthPLAN Partners
Nebraska
$12.1M +$277K +9,414 +2%
OMC
58
Old Mission Capital
Illinois
$11.9M +$7.43M +252,240 +167%
MGIA
59
Moneta Group Investment Advisors
Missouri
$11.7M +$253K +8,598 +2%
SWM
60
SigFig Wealth Management
California
$11.3M +$298K +10,123 +3%
APC
61
Aspire Private Capital
North Carolina
$11.2M -$724K -24,574 -6%
TWM
62
Trinity Wealth Management
Pennsylvania
$10.6M +$10.7M +361,852 New
PFG
63
PAX Financial Group
Texas
$10.6M +$10.4M +353,503 New
MA
64
Mutual Advisors
Nebraska
$10.5M +$2.62M +89,000 +33%
W
65
Wealthquest
Ohio
$10.5M +$1.91M +64,813 +22%
SB
66
Strategic Blueprint
Georgia
$10.4M +$835K +28,344 +9%
EGA
67
E&G Advisors
Texas
$9.49M +$20.2K +684 +0.2%
AF
68
Advisornet Financial
Minnesota
$9.39M -$101K -3,443 -1%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$9.33M +$1.08M +36,805 +13%
SAM
70
Stringer Asset Management
Tennessee
$9.18M +$41.9K +1,422 +0.5%
JSL
71
JT Stratford LLC
Georgia
$9.05M +$5.44M +184,446 +149%
WFPG
72
Waller Financial Planning Group
Ohio
$9.01M +$14.4K +490 +0.2%
CA
73
Continuum Advisory
Idaho
$9M +$846K +28,691 +10%
EFL
74
ERn Financial LLC
Wisconsin
$8.98M +$1.11M +37,553 +14%
Citadel Advisors
75
Citadel Advisors
Florida
$8.72M -$5.68M -192,814 -39%
1 2
3
4 5

SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.