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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
76
Towercrest Capital Management
Pennsylvania
$10.8M 361,074 +12,206 +3%
VBFP
77
Valtinson Bruner Financial Planning
Minnesota
$10.4M 350,708 +11,559 +3%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$10.2M 342,163 +20,107 +6%
SFG
79
StrategIQ Financial Group
Indiana
$10.1M 338,832 -27,999 -8%
SWP
80
Stratos Wealth Partners
Ohio
$9.8M 328,420 +15,215 +5%
AWM
81
AE Wealth Management
Kansas
$9.73M 325,986 +280,754 +621%
HFS
82
Horizon Financial Services
North Carolina
$9.66M 323,654 +118,342 +58%
FAIM
83
Financial Advocates Investment Management
Washington
$9.66M 323,570 -31,989 -9%
AWMG
84
Alliance Wealth Management Group
New Jersey
$9.24M 309,659 +8,613 +3%
LA
85
LexAurum Advisors
Kansas
$8.87M 297,066 +5,795 +2%
NAS
86
Nicolet Advisory Services
Wisconsin
$8.5M 284,823 -26,816 -9%
DJSG
87
D.J. St. Germain
Massachusetts
$8.22M 275,421 +154,078 +127%
TA
88
TrueWealth Advisors
Alabama
$8.14M 272,847 -135,780 -33%
BS
89
Banco Santander
Spain
$8.01M 268,394 -12,972 -5%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$7.94M 265,917 +12,360 +5%
FWM
91
Focused Wealth Management
New York
$7.76M 259,982 +10,792 +4%
AFS
92
Amtrust Financial Services
New York
$7.48M 250,600 – –
UWM
93
USAdvisors Wealth Management
Minnesota
$7.31M 244,856 +11,745 +5%
RIM
94
Rockbridge Investment Management
New York
$7.23M 242,344 -2,849 -1%
EGA
95
E&G Advisors
Texas
$7.18M 240,493 +240,493 New
PFA
96
Pure Financial Advisors
California
$7.15M 239,667 -8,246 -3%
DA
97
Detalus Advisors
Missouri
$6.82M 228,524 +15,792 +7%
IA
98
IFG Advisory
Georgia
$6.51M 218,078 +16,839 +8%
CGFA
99
Colton Groome Financial Advisors
North Carolina
$6.48M 217,199 +454 +0.2%
GVAG
100
Great Valley Advisor Group
Delaware
$6.4M 214,326 +47,935 +29%
2 3
4
5 6