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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

248 hedge funds and large institutions have $2.96B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.45%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$248M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.9M
3
GFPC
3
Global Financial Private Capital
Florida
$36.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$12.4M
2
FWM
2
Focused Wealth Management
New York
$12.7M
3
State Street
3
State Street
Massachusetts
$339M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$48.2M
5
NAS
5
Nicolet Advisory Services
Wisconsin
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$3.26M 110,011 +89,829 +445%
FTUS
102
Flow Traders U.S.
New York
$3.18M 107,348 +107,348 New
VDFA
103
Vickerman & Driscoll Financial Advisors
Washington
$3.13M 105,735 +14,399 +16%
RC
104
Roundview Capital
New Jersey
$2.94M 99,027 +2,535 +3%
Renaissance Technologies
105
Renaissance Technologies
New York
$2.84M 95,700 +82,200 +609%
FFS
106
Founders Financial Securities
Maryland
$2.74M 92,320 +4,060 +5%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$2.43M 81,823 +16,127 +25%
Principal Financial Group
108
Principal Financial Group
Iowa
$2.38M 80,355 +3,639 +5%
HAS
109
HBW Advisory Services
California
$2.28M 76,542 +76,542 New
SEIA
110
Signature Estate & Investment Advisors
California
$2.23M 75,242 +12,668 +20%
RA
111
Rational Advisors
New York
$2.16M 72,998 +17,558 +32%
AIS
112
Accurate Investment Solutions
Pennsylvania
$2.13M 71,780 +878 +1%
ACP
113
Aveo Capital Partners
Colorado
$2.08M 70,459 +14,576 +26%
CWM
114
CCG Wealth Management
California
$2.06M 69,419 +46,619 +204%
BWFA
115
Baltimore-Washington Financial Advisors
Maryland
$2.05M 69,232 +40,151 +138%
CIC
116
Carnegie Investment Counsel
Ohio
$1.96M 66,229 +1,843 +3%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$1.92M 64,715 -24,589 -28%
MML Investors Services
118
MML Investors Services
Massachusetts
$1.92M 64,671 -15,660 -19%
SFS
119
Sowell Financial Services
Arkansas
$1.83M 61,843 +61,843 New
CWM
120
Cahaba Wealth Management
Georgia
$1.82M 61,348 +1,730 +3%
HIIFS
121
Harel Insurance Investments & Financial Services
Israel
$1.8M 60,674 – –
CF
122
Centaurus Financial
California
$1.61M 54,146 +54,146 New
Goldman Sachs
123
Goldman Sachs
New York
$1.59M 53,634 – –
SS
124
Simplicity Solutions
Minnesota
$1.58M 53,147 +41,320 +349%
LFS
125
Lutz Financial Services
Nebraska
$1.5M 50,708 +6,336 +14%
3 4
5
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