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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

155 hedge funds and large institutions have $1.57B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
3.55%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
28
Increased
77
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$308M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$73.4M
3
State Street
3
State Street
Massachusetts
$327M
4
HCM
4
Horan Capital Management
Maryland
$12.4M
5
Creative Planning
5
Creative Planning
Kansas
$27M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.64M
2
JWM
2
Jackson Wealth Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$64K
5
LWS
5
Lucia Wealth Services
California
$300K
Name Market Value Shares Shares
Change 		Shares
Change %
ACG
76
Allen Capital Group
Nebraska
$1.06M 38,076 -12,504 -25%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.04M 37,223 +21,117 +131%
WFWM
78
Wechter Feldman Wealth Management
New Jersey
$1.03M 37,036 +13,183 +55%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$1M 35,941 +4,549 +14%
BJL
80
Brighton Jones LLC
Washington
$946K 33,913 +33,913 New
MAS
81
Managed Account Services
Florida
$936K 33,574 -5,284 -14%
SFG
82
SNS Financial Group
Minnesota
$934K 33,473 +12,642 +61%
NEIRG
83
New England Investment & Retirement Group
Massachusetts
$930K 33,331 +356 +1%
CWM
84
Cornerstone Wealth Management
Missouri
$894K 24,863 +24,863 New
Mariner
85
Mariner
Kansas
$879K 31,509 +4,635 +17%
AG
86
Advisor Group
Arizona
$796K 28,528 -235 -0.8%
William Blair & Company
87
William Blair & Company
Illinois
$786K 28,192 +1,500 +6%
RFA
88
Reilly Financial Advisors
California
$778K 27,907 +2,313 +9%
RVPG
89
Relative Value Partners Group
$693K 24,840 – –
RA
90
Rational Advisors
New York
$677K 24,277 +11,743 +94%
CF
91
Centaurus Financial
California
$662K 23,719 +23,719 New
FC
92
Financial Consulate
Maryland
$620K 22,230 -713 -3%
IA
93
IFP Advisors
Florida
$620K 22,235 +1,169 +6%
MWPCG
94
Measured Wealth Private Client Group
New Hampshire
$618K 22,184 +22,184 New
ACP
95
Aveo Capital Partners
Colorado
$587K 21,045 -1,278 -6%
AA
96
Alesco Advisors
New York
$584K 20,953 +7,503 +56%
GSC
97
G&S Capital
Colorado
$576K 20,653 +220 +1%
SPC
98
Sigma Planning Corp
Michigan
$566K 20,284 -3,316 -14%
FC
99
Forte Capital
New York
$510K 18,300 +2,319 +15%
MA
100
Mutual Advisors
Nebraska
$491K 17,615 +1,327 +8%
2 3
4
5 6