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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$38M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
76
Towercrest Capital Management
Pennsylvania
$8.42M 278,586 +14,560 +6%
SAM
77
Stringer Asset Management
Tennessee
$8.38M 277,221 -35,057 -11%
FAAM
78
First Ascent Asset Management
Colorado
$8.2M 271,445 +42,728 +19%
WFWM
79
Wechter Feldman Wealth Management
New Jersey
$8.13M 269,146 +32,845 +14%
AWMG
80
Alliance Wealth Management Group
New Jersey
$7.94M 262,792 +7,605 +3%
AI
81
Atria Investments
North Carolina
$7.63M 252,584 +179,791 +247%
AC
82
Alexandria Capital
Virginia
$7.63M 252,456 +74,412 +42%
PWPS
83
Pinnacle Wealth Planning Services
Ohio
$7.41M 245,278 -15,196 -6%
PFA
84
Pure Financial Advisors
California
$7.36M 243,401 -188,685 -44%
RWM
85
Ritholtz Wealth Management
New York
$6.96M 230,342 -48,601 -17%
FI
86
FormulaFolio Investments
Michigan
$6.17M 204,016 -294,221 -59%
UBS Group
87
UBS Group
Switzerland
$6.16M 203,671 -26,861 -12%
LA
88
LexAurum Advisors
Kansas
$5.93M 196,308 +56,452 +40%
TWP
89
Tempus Wealth Planning
California
$5.86M 193,952 -2,145 -1%
WC
90
Waterloo Capital
Texas
$5.72M 189,306 +189,306 New
LFG
91
Larson Financial Group
Missouri
$5.69M 188,364 -45,696 -20%
VDFA
92
Vickerman & Driscoll Financial Advisors
Washington
$5.67M 187,751 -4,083 -2%
CIA
93
Compass Ion Advisors
Pennsylvania
$5.6M 185,263 +50,856 +38%
EFL
94
ERn Financial LLC
Wisconsin
$5.5M 181,982 -123,554 -40%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$5.42M 178,767 +19,164 +12%
SW
96
SlateStone Wealth
Florida
$5.39M 178,179 -4,285 -2%
BS
97
Banco Santander
Spain
$5.27M 174,400 – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$4.93M 163,020 +163,020 New
CA
99
Continuum Advisory
Idaho
$4.8M 158,762 -147,510 -48%
WCWM
100
Willow Creek Wealth Management
California
$4.53M 149,721 -6,962 -4%
2 3
4
5 6