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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$21.8M +$1.25M +41,772 +6%
HWA
52
Heartwood Wealth Advisors
Virginia
$20.9M +$582K +19,500 +3%
SWM
53
SigFig Wealth Management
California
$19.6M +$1.62M +54,168 +9%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$19.3M -$3.9M -130,736 -17%
CCFM
55
Clear Creek Financial Management
Washington
$19.2M +$748K +25,047 +4%
Bank of America
56
Bank of America
North Carolina
$18.7M +$2.75M +92,251 +17%
T
57
TrueFG
Texas
$18.5M +$2.05M +68,899 +13%
PAS
58
Park Avenue Securities
New York
$17.8M +$7.96M +266,589 +81%
BlackRock
59
BlackRock
New York
$17.6M +$2.99M +100,203 +20%
WI
60
WrapManager Inc
California
$17.6M -$582K -19,490 -3%
PI
61
PFS Investments
Georgia
$17.5M +$432K +14,437 +3%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$17.4M +$543K +18,205 +3%
AC
63
Alexandria Capital
Virginia
$16.8M +$839K +28,120 +5%
WFS
64
Weitzel Financial Services
Iowa
$15.7M -$451M -15,091,218 -97%
WP
65
WealthPLAN Partners
Nebraska
$15.5M +$1.31M +43,937 +9%
TWM
66
Trinity Wealth Management
Pennsylvania
$14.4M -$9.03M -302,639 -39%
GSWM
67
Golden State Wealth Management
California
$13.4M +$801K +26,830 +6%
Jane Street
68
Jane Street
New York
$12.9M -$1.14M -38,060 -8%
SA
69
Stewardship Advisors
Pennsylvania
$12.8M -$106K -3,550 -0.8%
UBS Group
70
UBS Group
Switzerland
$12.5M -$150K -5,041 -1%
JSL
71
JT Stratford LLC
Georgia
$12.3M -$748K -25,052 -6%
OMC
72
Old Mission Capital
Illinois
$12.1M +$2.32M +77,561 +24%
PFG
73
PAX Financial Group
Texas
$12.1M +$1.53M +51,292 +14%
MIAN
74
Mariner Independent Advisor Network
Kansas
$12M -$4.16M -139,502 -26%
LFG
75
Larson Financial Group
Missouri
$10.9M +$878K +29,399 +9%
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