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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87M
2
AF
2
Allworth Financial
California
$388M
3
Creative Planning
3
Creative Planning
Kansas
$80.5M
4
RIM
4
Redwood Investment Management
Arizona
$22M
5
TC
5
TownSquare Capital
Utah
$55.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
State Street
4
State Street
Massachusetts
$344M
5
AssetMark Inc
5
AssetMark Inc
California
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$2.07M 69,953 -35,301 -34%
AIS
102
Accurate Investment Solutions
Pennsylvania
$2.07M 70,902 -2,301 -3%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.92M 65,696 +12,204 +23%
CIC
104
Carnegie Investment Counsel
Ohio
$1.88M 64,386 -489 -0.8%
SEIA
105
Signature Estate & Investment Advisors
California
$1.83M 62,574 -56,742 -48%
HIIFS
106
Harel Insurance Investments & Financial Services
Israel
$1.77M 60,674 – –
CWM
107
Cahaba Wealth Management
Georgia
$1.74M 59,618 +1,327 +2%
MA
108
Mutual Advisors
Nebraska
$1.63M 55,829 -83,030 -60%
ACP
109
Aveo Capital Partners
Colorado
$1.63M 55,883 +10,388 +23%
RA
110
Rational Advisors
New York
$1.62M 55,440 +6,174 +13%
Goldman Sachs
111
Goldman Sachs
New York
$1.57M 53,634 – –
RFN
112
RDA Financial Network
Iowa
$1.47M 50,379 +3,584 +8%
CA
113
Cetera Advisors
Colorado
$1.46M 49,717 +531 +1%
BA
114
Boston Advisors
Massachusetts
$1.34M 45,997 -1,413 -3%
SCP
115
Syntal Capital Partners
Texas
$1.32M 45,282 +45,282 New
LFS
116
Lutz Financial Services
Nebraska
$1.29M 44,372 +22,366 +102%
MAFM
117
Mid Atlantic Financial Management
Pennsylvania
$1.25M 42,772 -30,431 -42%
ACM
118
Allred Capital Management
Texas
$1.18M 40,431 -4,891 -11%
GBBWRPM
119
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.16M 39,906 +23,878 +149%
AWM
120
Affinity Wealth Management
Delaware
$1.14M 39,141 -890 -2%
CF
121
Copperwynd Financial
Arizona
$1.14M 39,034 +18,215 +87%
BHWM
122
Bay Harbor Wealth Management
Maryland
$1.11M 38,006 -4,550 -11%
SFG
123
SNS Financial Group
Minnesota
$1.09M 37,474 -418 -1%
ACG
124
Allen Capital Group
Nebraska
$1.08M 36,944 -4,850 -12%
BI
125
Ballast Inc
Kentucky
$1.05M 36,123 -236 -0.6%
3 4
5
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