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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$11.7M 378,809 -11,233 -3%
NAS
77
Nicolet Advisory Services
Wisconsin
$11.5M 373,052 -22,131 -6%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$10.8M 349,316 +31,178 +10%
PFG
79
PAX Financial Group
Texas
$10.2M 332,380 +734 +0.2%
TCM
80
Towercrest Capital Management
Pennsylvania
$9.89M 321,242 +27,536 +9%
AFS
81
Amtrust Financial Services
New York
$9.87M 320,600 +320,600 New
LWAC
82
Laurel Wealth Advisors (California)
California
$9.73M 315,849 +45,044 +17%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$9.66M 313,681 +79,748 +34%
ACA
84
Aptus Capital Advisors
Alabama
$9.32M 302,719 +92,547 +44%
MIAN
85
Mariner Independent Advisor Network
Kansas
$9.06M 294,170 +191,630 +187%
EGA
86
E&G Advisors
Texas
$9.04M 293,729 -11,489 -4%
GSWM
87
Golden State Wealth Management
California
$8.97M 291,174 +62,840 +28%
TA
88
TrueWealth Advisors
Alabama
$8.83M 289,703 +289,703 New
AWMG
89
Alliance Wealth Management Group
New Jersey
$8.71M 282,898 +24,404 +9%
RIM
90
Rockbridge Investment Management
New York
$8.43M 273,740 -7,557 -3%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$8.42M 273,366 +189,355 +225%
LFG
92
Larson Financial Group
Missouri
$8.35M 271,330 +17,774 +7%
HI
93
Horizon Investments
North Carolina
$7.77M 252,276 -1,739,422 -87%
PFA
94
Pure Financial Advisors
California
$7.52M 244,344 +2,476 +1%
LA
95
LexAurum Advisors
Kansas
$7.51M 243,956 +15,781 +7%
WFWM
96
Wechter Feldman Wealth Management
New Jersey
$7.39M 239,846 -25,689 -10%
GM
97
GeoWealth Management
Illinois
$7.38M 239,544 +131,039 +121%
TCWA
98
Ten Capital Wealth Advisors
Washington
$7.36M 239,007 -2,738 -1%
AF
99
Advisornet Financial
Minnesota
$6.88M 223,388 -17,743 -7%
FWI
100
Facet Wealth Inc
Maryland
$6.51M 211,344 +211,344 New
2 3
4
5 6