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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$20.4M 688,589 -76,428 -10%
MML Investors Services
52
MML Investors Services
Massachusetts
$20.1M 678,383 +131,455 +24%
ACM
53
AlphaStar Capital Management
North Carolina
$20M 675,269 -87,178 -11%
FSG
54
Financial Strategies Group
Michigan
$20M 674,598 +70,573 +12%
Truist Financial
55
Truist Financial
North Carolina
$19.9M 670,997 +63,309 +10%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$18.9M 639,012 -10,168 -2%
W
57
Wealthquest
Ohio
$18.6M 626,161 +68,568 +12%
T
58
TrueFG
Texas
$18.5M 624,193 +78,726 +14%
BC
59
Brio Consultants
California
$18.2M 615,321 +70,410 +13%
WI
60
WrapManager Inc
California
$17.5M 591,768 +42,338 +8%
AFG
61
Affinia Financial Group
Massachusetts
$17.5M 585,320 +21,669 +4%
PI
62
PFS Investments
Georgia
$17.3M 584,015 +53,296 +10%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$16.4M 554,409 -14,964 -3%
SWM
64
SigFig Wealth Management
California
$15.3M 517,217 +54,551 +12%
WFS
65
Weitzel Financial Services
Iowa
$14.6M 493,278 +22,414 +5%
Bank of America
66
Bank of America
North Carolina
$14.5M 489,467 -601,677 -55%
MIAN
67
Mariner Independent Advisor Network
Kansas
$14.5M 489,560 +195,390 +66%
MGIA
68
Moneta Group Investment Advisors
Missouri
$14.2M 480,371 +91,901 +24%
UBS Group
69
UBS Group
Switzerland
$13.9M 469,663 -566,384 -55%
AC
70
Alexandria Capital
Virginia
$13.6M 457,854 +52,817 +13%
WP
71
WealthPLAN Partners
Nebraska
$13.4M 447,907 +38,235 +9%
TA
72
TrueWealth Advisors
Alabama
$13.4M 447,283 +157,580 +54%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$13.3M 449,206 +70,397 +19%
JSL
74
JT Stratford LLC
Georgia
$12.7M 429,131 +11,696 +3%
VBFP
75
Valtinson Bruner Financial Planning
Minnesota
$12.7M 423,603 -97,334 -19%
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