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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

297 hedge funds and large institutions have $3.61B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.1%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$139M
2
FWM
2
Frontier Wealth Management
Missouri
$65.5M
3
HI
3
Horizon Investments
North Carolina
$96.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$122M
5
PAG
5
Private Advisor Group
New Jersey
$55.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.1M
3
State Street
3
State Street
Massachusetts
$332M
4
RIG
4
RiverFront Investment Group
Virginia
$220M
5
Ameriprise
5
Ameriprise
Minnesota
$59.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
76
Alexandria Capital
Virginia
$8.83M 286,051 +33,595 +13%
RIM
77
Rockbridge Investment Management
New York
$8.71M 282,221 +282,221 New
WFWM
78
Wechter Feldman Wealth Management
New Jersey
$8.25M 267,277 -1,869 -0.7%
SAM
79
Stringer Asset Management
Tennessee
$8.23M 266,553 -10,668 -4%
GSWM
80
Golden State Wealth Management
California
$8.19M 260,963 +153,986 +144%
LWAC
81
Laurel Wealth Advisors (California)
California
$8.18M 264,943 +234,057 +758%
TCM
82
Towercrest Capital Management
Pennsylvania
$8.16M 264,301 -14,285 -5%
LFG
83
Larson Financial Group
Missouri
$7.46M 241,765 +53,401 +28%
AWMG
84
Alliance Wealth Management Group
New Jersey
$7.39M 239,428 -23,364 -9%
FHC
85
First Heartland Consultants
Missouri
$7.34M 237,847 -58,483 -20%
PFA
86
Pure Financial Advisors
California
$7.27M 235,470 -7,931 -3%
OMC
87
Old Mission Capital
Illinois
$7.22M 234,062 -48,824 -17%
JCM
88
Jacobi Capital Management
Pennsylvania
$7.12M 230,667 +144,438 +168%
PWPS
89
Pinnacle Wealth Planning Services
Ohio
$6.98M 226,157 -19,121 -8%
UBS Group
90
UBS Group
Switzerland
$6.77M 219,481 +15,810 +8%
JSL
91
JT Stratford LLC
Georgia
$6.72M 217,891 -113,768 -34%
LA
92
LexAurum Advisors
Kansas
$6.18M 200,130 +3,822 +2%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$6.08M 197,066 +18,299 +10%
FAIM
94
Financial Advocates Investment Management
Washington
$6.04M 193,590 +138,752 +253%
TWP
95
Tempus Wealth Planning
California
$6.02M 194,969 +1,017 +0.5%
SW
96
SlateStone Wealth
Florida
$5.76M 186,563 +8,384 +5%
SS
97
Simplicity Solutions
Minnesota
$5.7M 184,716 +146,877 +388%
FI
98
FormulaFolio Investments
Michigan
$5.43M 175,851 -28,165 -14%
EFL
99
ERn Financial LLC
Wisconsin
$5.23M 169,352 -12,630 -7%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$5.11M 165,554 +123,532 +294%
2 3
4
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