SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

142 hedge funds and large institutions have $1.2B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+30
Holders Change %
+26.79%
% of All Funds
3.26%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.57%
New
44
Increased
61
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$88.6M
2
CPO
2
Cerity Partners OCIO
New York
$83.1M
3
TC
3
Trilogy Capital
California
$65.3M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$39.1M
5
BFG
5
Barber Financial Group
Kansas
$31.4M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$3.45M
3
HCM
3
Horan Capital Management
Maryland
$0
4
SHGA
4
Sand Hill Global Advisors
California
$0
5
DDPOM
5
Delta Dental Plan of Michigan
Michigan
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
76
Arete Wealth Advisors
Illinois
$827K 29,361 +29,361 New
AG
77
Advisor Group
Arizona
$810K 28,763 +1,944 +7%
Mariner
78
Mariner
Kansas
$757K 26,874 +26,874 New
William Blair & Company
79
William Blair & Company
Illinois
$752K 26,692 -8,000 -23%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$729K 25,883 +6,151 +31%
RFA
81
Reilly Financial Advisors
California
$721K 25,594 +10,206 +66%
RVPG
82
Relative Value Partners Group
$699K 24,840 +24,840 New
WFWM
83
Wechter Feldman Wealth Management
New Jersey
$672K 23,853 +12,884 +117%
SPC
84
Sigma Planning Corp
Michigan
$665K 23,600 -1,158 -5%
FC
85
Financial Consulate
Maryland
$646K 22,943 +22,943 New
ACP
86
Aveo Capital Partners
Colorado
$629K 22,323 +5,013 +29%
IA
87
IFP Advisors
Florida
$605K 21,066 – –
SFG
88
SNS Financial Group
Minnesota
$587K 20,831 +20,831 New
GSC
89
G&S Capital
Colorado
$575K 20,433 +4,846 +31%
PAG
90
Private Advisor Group
New Jersey
$553K 19,632 +19,632 New
NB
91
Nicolet Bankshares
Wisconsin
$472K 16,768 +16,768 New
RJFSA
92
Raymond James Financial Services Advisors
Florida
$471K 16,717 -29,979 -64%
MA
93
Mutual Advisors
Nebraska
$459K 16,288 +16,288 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$452K 16,106 +16,106 New
FC
95
Forte Capital
New York
$450K 15,981 +15,981 New
PWA
96
Peterson Wealth Advisors
Utah
$435K 15,439 +15,439 New
AIS
97
Accurate Investment Solutions
Pennsylvania
$405K 14,390 +12,353 +606%
AA
98
Alesco Advisors
New York
$379K 13,450 +13,450 New
BCMIO
99
Beacon Capital Management Inc (Ohio)
Ohio
$363K 12,901 +646 +5%
RA
100
Rational Advisors
New York
$353K 12,534 +12,534 New
2 3
4
5 6