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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
101
Professional Financial Advisors
Nebraska
$4.29M +$4.3M +145,998 New
AWM
102
AE Wealth Management
Kansas
$4.28M +$1.05M +35,556 +32%
William Blair & Company
103
William Blair & Company
Illinois
$4.22M -$1.21M -41,084 -22%
WP
104
WealthShield Partners
North Carolina
$4.21M -$155K -5,251 -4%
SEIA
105
Signature Estate & Investment Advisors
California
$4.2M +$1.99M +67,549 +90%
LA
106
LexAurum Advisors
Kansas
$4.11M +$836K +28,350 +25%
WEPOG
107
Wealth Enhancement & Preservation of GA
Georgia
$4.11M +$4.12M +139,761 New
RC
108
Roundview Capital
New Jersey
$4.08M +$1.18M +39,881 +40%
SHGA
109
Sand Hill Global Advisors
California
$4.07M – – –
QA
110
Quantitative Advantage
Minnesota
$4.06M -$70.2K -2,382 -2%
AWA
111
Arete Wealth Advisors
Illinois
$4.02M -$690K -23,395 -15%
BAM
112
Belpointe Asset Management
Nevada
$3.96M +$3.18M +107,776 +399%
CIA
113
Compass Ion Advisors
Pennsylvania
$3.95M +$3.96M +134,407 New
AP
114
Appleton Partners
Massachusetts
$3.87M +$254K +8,602 +7%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$3.86M +$3.87M +131,452 New
LWPC
116
Legacy Wealth Partners (California)
California
$3.73M +$3.69M +125,357 New
HI
117
Horizon Investments
North Carolina
$3.68M +$106K +3,581 +3%
OC
118
Oarsman Capital
Wisconsin
$3.62M +$213K +7,225 +6%
WAS
119
Wealth Advisory Solutions
Indiana
$3.29M +$3.3M +111,880 New
BHWM
120
Bay Harbor Wealth Management
Maryland
$3.27M -$851K -28,865 -21%
NI
121
NYL Investors
New York
$3.25M – – –
CWM
122
CCG Wealth Management
California
$3.21M +$1.17M +39,653 +57%
PWM
123
Paulson Wealth Management
Illinois
$3.12M -$144K -4,875 -4%
BCM
124
Bluefin Capital Management
New York
$3.02M -$2.64M -89,614 -47%
Renaissance Technologies
125
Renaissance Technologies
New York
$2.94M +$124K +4,200 +4%
3 4
5
6 7

SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.