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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
76
Darwin Wealth Management
Florida
$8.39M +$833K +28,266 +11%
RWM
77
Ritholtz Wealth Management
New York
$8.2M +$54.5K +1,850 +0.7%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$7.78M -$4.56M -154,820 -37%
TCM
79
Towercrest Capital Management
Pennsylvania
$7.76M -$4.16K -141 -0.1%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$7.65M -$1.24M -41,961 -14%
AWMG
81
Alliance Wealth Management Group
New Jersey
$7.5M +$1.83K +62 +0%
HCM
82
Horan Capital Management
Maryland
$7.25M -$8.51M -288,838 -54%
WFWM
83
Wechter Feldman Wealth Management
New Jersey
$6.94M +$119K +4,045 +2%
LFG
84
Larson Financial Group
Missouri
$6.88M +$694K +23,534 +11%
UBS Group
85
UBS Group
Switzerland
$6.77M +$68.6K +2,326 +1%
FAAM
86
First Ascent Asset Management
Colorado
$6.72M +$6.74M +228,717 New
Bank of New York Mellon
87
Bank of New York Mellon
New York
$6.18M -$14.7M -498,034 -70%
TWP
88
Tempus Wealth Planning
California
$5.76M +$5.78M +196,097 New
VDFA
89
Vickerman & Driscoll Financial Advisors
Washington
$5.64M +$2.54M +86,099 +81%
Jane Street
90
Jane Street
New York
$5.58M -$4.18M -141,686 -43%
ACG
91
Allen Capital Group
Nebraska
$5.39M +$130K +4,421 +2%
SW
92
SlateStone Wealth
Florida
$5.36M -$215K -7,286 -4%
AC
93
Alexandria Capital
Virginia
$5.23M +$246K +8,349 +5%
BS
94
Banco Santander
Spain
$5.12M +$292K +9,900 +6%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$4.7M +$1.45M +49,105 +44%
WCWM
96
Willow Creek Wealth Management
California
$4.6M -$78.8K -2,675 -2%
Mariner
97
Mariner
Kansas
$4.58M +$958K +32,502 +26%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$4.51M +$36.2K +1,228 +0.8%
ACA
99
Aptus Capital Advisors
Alabama
$4.49M -$2.37M -80,521 -34%
SC
100
Savant Capital
Illinois
$4.49M -$1.87M -63,592 -29%
2 3
4
5 6

SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.