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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

112 hedge funds and large institutions have $757M invested in SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 50 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
112
Holders Change
+51
Holders Change %
+83.61%
% of All Funds
2.54%
Holding in Top 10
14
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+366.67%
% of All Funds
0.32%
New
57
Increased
50
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$43.9M
2
BSWM
2
Boston Standard Wealth Management
Massachusetts
$17.3M
3
FWM
3
Focused Wealth Management
New York
$15.7M
4
BCM
4
Bluefin Capital Management
New York
$14.9M
5
AA
5
Advisory Alpha
Michigan
$12M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$67.4M
2
SFS
2
Sowell Financial Services
Arkansas
$3.96M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.76M
5
BAAM
5
Baker Avenue Asset Management
California
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
76
Parametric Portfolio Associates
Washington
$370K 12,866 +6,433 +100%
BCMIO
77
Beacon Capital Management Inc (Ohio)
Ohio
$352K 12,255 -2,169 -15%
BAM
78
Belpointe Asset Management
Nevada
$337K 11,724 +7,641 +187%
Renaissance Technologies
79
Renaissance Technologies
New York
$329K 11,464 +11,464 New
Stifel Financial
80
Stifel Financial
Missouri
$325K 11,324 +5,652 +100%
WFWM
81
Wechter Feldman Wealth Management
New Jersey
$315K 10,969 +10,969 New
CM
82
Cornerstone Management
Georgia
$302K 10,511 +10,511 New
HighTower Advisors
83
HighTower Advisors
Illinois
$257K 8,930 +2,263 +34%
SS
84
Sunbelt Securities
Texas
$251K 8,726 +8,726 New
UAS
85
United Asset Strategies
New York
$207K 7,204 +7,204 New
GBBWRPM
86
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$185K 6,495 +6,495 New
FAAS
87
First Allied Advisory Services
California
$148K 5,142 +5,142 New
CCA
88
Catalyst Capital Advisors
New York
$114K 3,950 +3,950 New
PA
89
Parallel Advisors
California
$101K 3,500 – –
US Bancorp
90
US Bancorp
Minnesota
$99K 3,460 +3,460 New
Citigroup
91
Citigroup
New York
$89K 3,099 +1,573 +103%
IA
92
IndexIQ Advisors
New York
$79K 2,758 +2,231 +423%
AF
93
Advisornet Financial
Minnesota
$74K 2,575 +2,575 New
AIS
94
Accurate Investment Solutions
Pennsylvania
$59K 2,037 +2,037 New
ACM
95
Armbruster Capital Management
New York
$43K 1,500 +1,500 New
PWM
96
Paulson Wealth Management
Illinois
$37K 1,298 +1,298 New
JFA
97
JNBA Financial Advisors
Minnesota
$35K 1,204 +1,204 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$29K 1,022 +900 +738%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$28K 974 – –
SWP
100
Strategic Wealth Partners
Ohio
$22K 762 +762 New
1 2 3
4
5