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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

297 hedge funds and large institutions have $3.61B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.1%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$139M
2
FWM
2
Frontier Wealth Management
Missouri
$65.5M
3
HI
3
Horizon Investments
North Carolina
$96.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$122M
5
PAG
5
Private Advisor Group
New Jersey
$55.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.1M
3
State Street
3
State Street
Massachusetts
$332M
4
RIG
4
RiverFront Investment Group
Virginia
$220M
5
Ameriprise
5
Ameriprise
Minnesota
$59.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$4.92M 159,310 +56,529 +55%
RWM
102
Ritholtz Wealth Management
New York
$4.54M 147,048 -83,294 -36%
First Trust Advisors
103
First Trust Advisors
Illinois
$4.5M 145,836 +99,140 +212%
AP
104
Appleton Partners
Massachusetts
$4.38M 141,962 +3,439 +2%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$4.36M 141,244 +2,644 +2%
FFG
106
Fullen Financial Group
Ohio
$4.31M 139,721 +139,721 New
WCWM
107
Willow Creek Wealth Management
California
$4.31M 139,614 -10,107 -7%
RC
108
Roundview Capital
New Jersey
$4.29M 138,860 +344 +0.2%
C
109
Clearshares
New York
$4.27M 138,436 – –
BWFA
110
Baltimore-Washington Financial Advisors
Maryland
$4.25M 137,735 +33,973 +33%
WP
111
WealthShield Partners
North Carolina
$4.25M 137,547 -5,485 -4%
AWA
112
Arete Wealth Advisors
Illinois
$4.18M 135,382 +23,461 +21%
QA
113
Quantitative Advantage
Minnesota
$3.97M 128,654 -1,814 -1%
CGFA
114
Colton Groome Financial Advisors
North Carolina
$3.95M 128,081 +65,617 +105%
FFS
115
Founders Financial Securities
Maryland
$3.94M 127,629 +71,886 +129%
OC
116
Oarsman Capital
Wisconsin
$3.83M 124,247 +25,870 +26%
SC
117
Savant Capital
Illinois
$3.78M 122,536 -9,294 -7%
FTS
118
Fifth Third Securities
Ohio
$3.73M 120,871 +57,316 +90%
ARG
119
Advisory Resource Group
Oklahoma
$3.63M 117,724 +28,750 +32%
VAG
120
VisionPoint Advisory Group
Texas
$3.59M 115,352 +115,352 New
GM
121
GeoWealth Management
Illinois
$3.53M 114,376 +72,916 +176%
BAM
122
Belpointe Asset Management
Nevada
$3.48M 112,622 +16,343 +17%
NI
123
NYL Investors
New York
$3.43M 111,200 -9,500 -8%
HCM
124
Horan Capital Management
Maryland
$3.38M 109,633 -11,450 -9%
CF
125
Centaurus Financial
California
$3.33M 107,873 +11,657 +12%
3 4
5
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