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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

248 hedge funds and large institutions have $2.96B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.45%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$248M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.9M
3
GFPC
3
Global Financial Private Capital
Florida
$36.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$12.4M
2
FWM
2
Focused Wealth Management
New York
$12.7M
3
State Street
3
State Street
Massachusetts
$339M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$48.2M
5
NAS
5
Nicolet Advisory Services
Wisconsin
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
76
SlateStone Wealth
Florida
$5.62M 189,750 +6,128 +3%
ACG
77
Allen Capital Group
Nebraska
$5.31M 178,952 +142,008 +384%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$5.25M 177,112 +68,749 +63%
AC
79
Alexandria Capital
Virginia
$5.03M 169,695 +33,446 +25%
BS
80
Banco Santander
Spain
$4.88M 164,500 – –
AWA
81
Arete Wealth Advisors
Illinois
$4.75M 160,130 +8,263 +5%
WCWM
82
Willow Creek Wealth Management
California
$4.72M 159,358 +4,417 +3%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$4.51M 152,135 +4,599 +3%
OMC
84
Old Mission Capital
Illinois
$4.49M 151,346 -25,858 -15%
WP
85
WealthShield Partners
North Carolina
$4.4M 148,587 +76,145 +105%
QA
86
Quantitative Advantage
Minnesota
$4.17M 140,707 +3,994 +3%
BHWM
87
Bay Harbor Wealth Management
Maryland
$4.15M 140,135 +102,129 +269%
SHGA
88
Sand Hill Global Advisors
California
$4.11M 138,610 – –
IA
89
IFP Advisors
Florida
$3.91M 131,972 +131,972 New
JSL
90
JT Stratford LLC
Georgia
$3.67M 123,690 +123,690 New
Mariner
91
Mariner
Kansas
$3.66M 123,523 +46,632 +61%
AP
92
Appleton Partners
Massachusetts
$3.65M 123,181 +20,633 +20%
HI
93
Horizon Investments
North Carolina
$3.61M 121,758 +5,895 +5%
AA
94
Alesco Advisors
New York
$3.48M 117,226 +35,953 +44%
OC
95
Oarsman Capital
Wisconsin
$3.44M 116,001 +6,666 +6%
AI
96
Atria Investments
North Carolina
$3.31M 111,774 +41,821 +60%
LA
97
LexAurum Advisors
Kansas
$3.31M 111,506 +13,080 +13%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$3.28M 110,498 -10,090 -8%
NI
99
NYL Investors
New York
$3.28M 110,500 +500 +0.5%
PWM
100
Paulson Wealth Management
Illinois
$3.27M 110,263 +3,013 +3%
2 3
4
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