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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

169 hedge funds and large institutions have $1.62B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$17.5M
2
AF
2
Allworth Financial
California
$320M
3
Creative Planning
3
Creative Planning
Kansas
$37.4M
4
Wells Fargo
4
Wells Fargo
California
$28.4M
5
CPO
5
Cerity Partners OCIO
New York
$93.4M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$59.8M
2
FWM
2
Focused Wealth Management
New York
$12.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.18M
4
BCM
4
Bluefin Capital Management
New York
$574K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$1.02M +$403K +14,538 +65%
RA
77
Rational Advisors
New York
$982K +$309K +11,153 +46%
VCM
78
Virtue Capital Management
Tennessee
$981K +$981K +35,394 New
ACG
79
Allen Capital Group
Nebraska
$977K -$78.5K -2,832 -7%
BJL
80
Brighton Jones LLC
Washington
$976K +$36K +1,300 +4%
AA
81
Alesco Advisors
New York
$942K +$362K +13,052 +62%
FFA
82
Fragasso Financial Advisors
Pennsylvania
$919K +$572K +20,949 +165%
MAS
83
Managed Account Services
Florida
$911K -$9.57K -349 -1%
NEIRG
84
New England Investment & Retirement Group
Massachusetts
$894K -$30.1K -1,084 -3%
MWPCG
85
Measured Wealth Private Client Group
New Hampshire
$874K +$260K +9,373 +42%
ACP
86
Aveo Capital Partners
Colorado
$869K +$293K +10,730 +51%
AW
87
ACG Wealth
Georgia
$867K +$867K +31,275 New
Mariner
88
Mariner
Kansas
$864K -$8.73K -315 -1%
RFA
89
Reilly Financial Advisors
California
$828K +$54.3K +1,957 +7%
SHIM
90
Stone House Investment Management
Pennsylvania
$707K +$707K +25,504 New
FC
91
Financial Consulate
Maryland
$702K +$86.1K +3,106 +14%
RIA
92
Regal Investment Advisors
Michigan
$698K +$698K +25,174 New
RVPG
93
Relative Value Partners Group
$688K – – –
GSC
94
G&S Capital
Colorado
$595K +$22.8K +822 +4%
BCM
95
Bluefin Capital Management
New York
$574K -$4.17M -150,475 -88%
TAIM
96
TD Ameritrade Investment Management
Nebraska
$569K +$499K +17,995 +712%
FC
97
Forte Capital
New York
$553K +$46K +1,660 +9%
FCH
98
Freestone Capital Holdings
Washington
$520K -$638K -23,024 -55%
MA
99
Mutual Advisors
Nebraska
$506K +$17.8K +643 +4%
SPC
100
Sigma Planning Corp
Michigan
$486K -$75.7K -2,733 -13%
2 3
4
5 6