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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

169 hedge funds and large institutions have $1.62B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$17.5M
2
AF
2
Allworth Financial
California
$320M
3
Creative Planning
3
Creative Planning
Kansas
$37.4M
4
Wells Fargo
4
Wells Fargo
California
$28.4M
5
CPO
5
Cerity Partners OCIO
New York
$93.4M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$59.8M
2
FWM
2
Focused Wealth Management
New York
$12.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.18M
4
BCM
4
Bluefin Capital Management
New York
$574K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
101
Landmark Financial Advisors
Kentucky
$476K 17,204 +17,204 New
PAG
102
Private Advisor Group
New Jersey
$463K 16,720 +16,720 New
OMC
103
Old Mission Capital
Illinois
$459K 16,561 -53,999 -77%
EGA
104
E&G Advisors
Texas
$455K 16,416 +7,003 +74%
AWM
105
AE Wealth Management
Kansas
$442K 15,940 +15,940 New
PWA
106
Peterson Wealth Advisors
Utah
$429K 15,466 +42 +0.3%
CWM
107
Cornerstone Wealth Management
Missouri
$419K 24,111 -752 -3%
ACI
108
Alpha Cubed Investments
California
$406K 14,834 +14,834 New
IA
109
IndexIQ Advisors
New York
$385K 13,894 +3,935 +40%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$376K 13,569 +2,227 +20%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$369K 13,331 -820 -6%
CFGF
112
Compass Financial Group (Florida)
Florida
$343K 12,395 +213 +2%
AC
113
Alexandria Capital
Virginia
$330K 11,894 +1,011 +9%
NB
114
Nicolet Bankshares
Wisconsin
$321K 11,587 -2,659 -19%
IAS
115
INR Advisory Services
Pennsylvania
$320K 11,566 +8,057 +230%
BAM
116
Belpointe Asset Management
Nevada
$311K 11,235 +11,235 New
JWS
117
Juncture Wealth Strategies
Arizona
$304K 10,977 +1,639 +18%
TI
118
Truepoint Inc
Ohio
$298K 10,758 +10,758 New
ACM
119
Armbruster Capital Management
New York
$291K 10,493 +2,548 +32%
PAG
120
Pinnacle Advisory Group
Maryland
$291K 10,494 +10,494 New
LWS
121
Lucia Wealth Services
California
$282K 10,161 -603 -6%
PPA
122
Parametric Portfolio Associates
Washington
$277K 10,000 – –
ET
123
Equitable Trust
Tennessee
$277K 10,000 +10,000 New
BCMIO
124
Beacon Capital Management Inc (Ohio)
Ohio
$269K 9,711 -2,846 -23%
SS
125
Sunbelt Securities
Texas
$269K 9,701 – –
3 4
5
6 7