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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$38M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
101
WealthShield Partners
North Carolina
$4.32M 143,032 -304 -0.2%
SEIA
102
Signature Estate & Investment Advisors
California
$4.3M 142,122 -669 -0.5%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$4.19M 138,600 +7,148 +5%
RC
104
Roundview Capital
New Jersey
$4.19M 138,516 -392 -0.3%
AP
105
Appleton Partners
Massachusetts
$4.19M 138,523 +6,740 +5%
C
106
Clearshares
New York
$4.18M 138,436 +138,436 New
SC
107
Savant Capital
Illinois
$3.98M 131,830 -20,907 -14%
QA
108
Quantitative Advantage
Minnesota
$3.94M 130,468 -7,857 -6%
BCM
109
Bluefin Capital Management
New York
$3.79M 125,473 +22,685 +22%
HCM
110
Horan Capital Management
Maryland
$3.66M 121,083 -125,859 -51%
NI
111
NYL Investors
New York
$3.65M 120,700 +10,200 +9%
AWA
112
Arete Wealth Advisors
Illinois
$3.38M 111,921 -24,814 -18%
WAS
113
Wealth Advisory Solutions
Indiana
$3.31M 109,459 -2,421 -2%
LWP
114
Legacy Wealth Partners
California
$3.26M 107,962 -17,395 -14%
GSWM
115
Golden State Wealth Management
California
$3.23M 106,977 +106,977 New
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
$3.14M 103,762 +22,234 +27%
BHWM
117
Bay Harbor Wealth Management
Maryland
$3.13M 103,564 -7,706 -7%
AWM
118
AE Wealth Management
Kansas
$3.11M 102,781 -42,786 -29%
OC
119
Oarsman Capital
Wisconsin
$2.97M 98,377 -24,849 -20%
PWM
120
Paulson Wealth Management
Illinois
$2.96M 96,671 -8,717 -8%
BAM
121
Belpointe Asset Management
Nevada
$2.91M 96,279 -38,484 -29%
CF
122
Centaurus Financial
California
$2.91M 96,216 +40,203 +72%
EWM
123
Executive Wealth Management
Michigan
$2.75M 90,903 +80,066 +739%
ARG
124
Advisory Resource Group
Oklahoma
$2.69M 88,974 -642 -0.7%
JCM
125
Jacobi Capital Management
Pennsylvania
$2.61M 86,229 +86,229 New
3 4
5
6 7