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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$20M 649,180 -796,609 -55%
RWM
52
Reston Wealth Management
Virginia
$19.5M 634,793 +28,179 +5%
Truist Financial
53
Truist Financial
North Carolina
$18.7M 607,688 -15,560 -2%
FSG
54
Financial Strategies Group
Michigan
$18.6M 604,025 +53,843 +10%
RA
55
Rational Advisors
New York
$18.4M 598,696 +406,816 +212%
FWM
56
Focused Wealth Management
New York
$17.5M 569,407 +31,149 +6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$17.5M 569,373 -85,208 -13%
AFG
58
Affinia Financial Group
Massachusetts
$17.4M 563,651 +35,949 +7%
W
59
Wealthquest
Ohio
$17.2M 557,593 +16,604 +3%
WI
60
WrapManager Inc
California
$16.9M 549,430 +35,455 +7%
MML Investors Services
61
MML Investors Services
Massachusetts
$16.8M 546,928 +454,634 +493%
T
62
TrueFG
Texas
$16.8M 545,467 +49,420 +10%
BC
63
Brio Consultants
California
$16.8M 544,911 +90,398 +20%
PI
64
PFS Investments
Georgia
$16.2M 530,719 -838,006 -61%
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$15.9M 520,937 +31,744 +6%
MCC
66
Money Concepts Capital
Florida
$14.4M 467,315 +467,315 New
WFS
67
Weitzel Financial Services
Iowa
$14.3M 470,864 +470,864 New
SWM
68
SigFig Wealth Management
California
$14.2M 462,666 +29,525 +7%
FAIM
69
Financial Advocates Investment Management
Washington
$14.2M 450,034 +53,656 +14%
JSL
70
JT Stratford LLC
Georgia
$12.9M 417,435 +12,574 +3%
WP
71
WealthPLAN Partners
Nebraska
$12.5M 409,672 +32,932 +9%
AC
72
Alexandria Capital
Virginia
$12.5M 405,037 +114,677 +39%
SFG
73
StrategIQ Financial Group
Indiana
$12.2M 397,025 -5,199 -1%
MGIA
74
Moneta Group Investment Advisors
Missouri
$12M 388,470 +24,530 +7%
BS
75
Banco Santander
Spain
$11.9M 386,212 -187,088 -33%
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