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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87M
2
AF
2
Allworth Financial
California
$388M
3
Creative Planning
3
Creative Planning
Kansas
$80.5M
4
RIM
4
Redwood Investment Management
Arizona
$22M
5
TC
5
TownSquare Capital
Utah
$55.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
State Street
4
State Street
Massachusetts
$344M
5
AssetMark Inc
5
AssetMark Inc
California
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SHGA
76
Sand Hill Global Advisors
California
$4.04M 138,610 – –
WFWM
77
Wechter Feldman Wealth Management
New Jersey
$3.99M 136,705 -78,045 -36%
QA
78
Quantitative Advantage
Minnesota
$3.99M 136,713 +24,740 +22%
AC
79
Alexandria Capital
Virginia
$3.98M 136,249 +1,117 +0.8%
EWM
80
Executive Wealth Management
Michigan
$3.9M 133,743 +133,743 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$3.52M 120,588 +5,798 +5%
HI
82
Horizon Investments
North Carolina
$3.38M 115,863 +6,421 +6%
NI
83
NYL Investors
New York
$3.21M 110,000 -700 -0.6%
OC
84
Oarsman Capital
Wisconsin
$3.19M 109,335 +1,815 +2%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$3.16M 108,363 +98,989 +1,056%
PWM
86
Paulson Wealth Management
Illinois
$3.12M 107,250 +3,170 +3%
APC
87
Aspire Private Capital
North Carolina
$3.1M 106,173 -12,113 -10%
AP
88
Appleton Partners
Massachusetts
$2.99M 102,548 +25,335 +33%
MWPCG
89
Measured Wealth Private Client Group
New Hampshire
$2.88M 98,755 +35,619 +56%
LA
90
LexAurum Advisors
Kansas
$2.87M 98,426 +10,486 +12%
RC
91
Roundview Capital
New Jersey
$2.82M 96,492 +88,885 +1,168%
BCM
92
Bluefin Capital Management
New York
$2.68M 91,890 +91,890 New
VDFA
93
Vickerman & Driscoll Financial Advisors
Washington
$2.66M 91,336 +3,043 +3%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2.61M 89,304 +46,641 +109%
FFS
95
Founders Financial Securities
Maryland
$2.58M 88,260 +7,045 +9%
AA
96
Alesco Advisors
New York
$2.37M 81,273 +5,042 +7%
MML Investors Services
97
MML Investors Services
Massachusetts
$2.34M 80,331 +320 +0.4%
Mariner
98
Mariner
Kansas
$2.24M 76,891 +271 +0.4%
Principal Financial Group
99
Principal Financial Group
Iowa
$2.24M 76,716 +5,203 +7%
WP
100
WealthShield Partners
North Carolina
$2.11M 72,442 -59,416 -45%
2 3
4
5 6