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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
76
TrueWealth Advisors
Alabama
$12.3M 408,627 -38,656 -9%
HR
77
Hayden Royal
North Carolina
$11.8M 393,551 -9,682 -2%
SFG
78
StrategIQ Financial Group
Indiana
$11M 366,831 -32,236 -8%
FAIM
79
Financial Advocates Investment Management
Washington
$10.7M 355,559 -19,519 -5%
PFG
80
PAX Financial Group
Texas
$10.6M 353,939 +11,102 +3%
LWAC
81
Laurel Wealth Advisors (California)
California
$10.5M 349,928 -26,381 -7%
TCM
82
Towercrest Capital Management
Pennsylvania
$10.5M 348,868 +5 +0%
VBFP
83
Valtinson Bruner Financial Planning
Minnesota
$10.3M 339,149 -84,454 -20%
LFG
84
Larson Financial Group
Missouri
$10M 334,314 +28,292 +9%
PAS
85
Park Avenue Securities
New York
$9.9M 329,708 +137,376 +71%
OMC
86
Old Mission Capital
Illinois
$9.88M 329,042 +44,877 +16%
WFWM
87
Wechter Feldman Wealth Management
New Jersey
$9.85M 328,333 +4,447 +1%
PWPS
88
Pinnacle Wealth Planning Services
Ohio
$9.67M 322,056 +6,516 +2%
SWP
89
Stratos Wealth Partners
Ohio
$9.4M 313,205 +108,879 +53%
NAS
90
Nicolet Advisory Services
Wisconsin
$9.35M 311,639 -21,719 -7%
AWMG
91
Alliance Wealth Management Group
New Jersey
$9.03M 301,046 -2,612 -0.9%
LA
92
LexAurum Advisors
Kansas
$8.74M 291,271 +24,970 +9%
HI
93
Horizon Investments
North Carolina
$8.62M 287,340 +156,490 +120%
BS
94
Banco Santander
Spain
$8.44M 281,366 +45,949 +20%
EGA
95
E&G Advisors
Texas
– – -273,031 Closed
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$7.61M 253,557 -24,704 -9%
AFS
97
Amtrust Financial Services
New York
$7.52M 250,600 -70,000 -22%
FWM
98
Focused Wealth Management
New York
$7.48M 249,190 -457,340 -65%
PFA
99
Pure Financial Advisors
California
$7.44M 247,913 +4,770 +2%
BCM
100
Brookstone Capital Management
Illinois
$7.43M 247,532 +247,532 New
2 3
4
5 6