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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

223 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$51.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$60.9M
3
AF
3
Allworth Financial
California
$358M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26M
5
CWSR
5
Chessman Wealth Strategies RIA
Texas
$19.3M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
GI
2
Gradient Investments
Minnesota
$59.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$54.7M
4
RA
4
RFG Advisory
Alabama
$19.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NI
76
NYL Investors
New York
$3.16M 110,700 +3,800 +4%
HI
77
Horizon Investments
North Carolina
$3.12M 109,442 +34,788 +47%
OC
78
Oarsman Capital
Wisconsin
$3.07M 107,520 +17,109 +19%
AI
79
Atria Investments
North Carolina
$3M 105,254 +33,109 +46%
PWM
80
Paulson Wealth Management
Illinois
$2.97M 104,080 +62,942 +153%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$2.96M 104,415 +37,984 +57%
AWA
82
Arete Wealth Advisors
Illinois
$2.94M 102,972 +41,629 +68%
EGA
83
E&G Advisors
Texas
$2.87M 100,583 +83,433 +486%
RCIM
84
Red Cedar Investment Management
Michigan
$2.84M 100,118 – –
FWM
85
Frontier Wealth Management
Missouri
$2.72M 95,183 +16,089 +20%
VDFA
86
Vickerman & Driscoll Financial Advisors
Washington
$2.52M 88,293 +88,293 New
LA
87
LexAurum Advisors
Kansas
$2.51M 87,940 +13,712 +18%
LPL Financial
88
LPL Financial
California
$2.33M 81,477 -18,693 -19%
FFS
89
Founders Financial Securities
Maryland
$2.32M 81,215 +28,925 +55%
MML Investors Services
90
MML Investors Services
Massachusetts
$2.28M 80,011 +5,685 +8%
AP
91
Appleton Partners
Massachusetts
$2.2M 77,213 +30,705 +66%
Mariner
92
Mariner
Kansas
$2.19M 76,620 +39,612 +107%
AA
93
Alesco Advisors
New York
$2.18M 76,231 +28,900 +61%
MAFM
94
Mid Atlantic Financial Management
Pennsylvania
$2.09M 73,203 -58,443 -44%
AIS
95
Accurate Investment Solutions
Pennsylvania
$2.09M 73,203 -11,807 -14%
Principal Financial Group
96
Principal Financial Group
Iowa
$2.04M 71,513 +231 +0.3%
CIC
97
Carnegie Investment Counsel
Ohio
$1.85M 64,875 -146 -0.2%
MWPCG
98
Measured Wealth Private Client Group
New Hampshire
$1.8M 63,136 +16,740 +36%
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
$1.73M 60,674 – –
CWM
100
Cahaba Wealth Management
Georgia
$1.66M 58,291 +249 +0.4%
2 3
4
5 6