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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$6.49M 210,922 +83,243 +65%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$6.41M 208,092 -2,524 -1%
TWP
103
Tempus Wealth Planning
California
$6.05M 196,393 -577 -0.3%
FPWM
104
FSB Premier Wealth Management
Iowa
$6.01M 195,139 +195,139 New
CGFA
105
Colton Groome Financial Advisors
North Carolina
$5.96M 193,528 +60,949 +46%
JCM
106
Jacobi Capital Management
Pennsylvania
$5.88M 191,053 +26,480 +16%
SWP
107
Stratos Wealth Partners
Ohio
$5.71M 185,319 +86,653 +88%
Renaissance Technologies
108
Renaissance Technologies
New York
$5.71M 185,300 +167,900 +965%
CF
109
Centaurus Financial
California
$5.35M 173,828 -18,753 -10%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$5.16M 167,713 +13,551 +9%
AP
111
Appleton Partners
Massachusetts
$4.87M 158,260 +6,839 +5%
DA
112
Detalus Advisors
Missouri
$4.82M 156,513 +12,774 +9%
FFG
113
Fullen Financial Group
Ohio
$4.65M 150,875 +1,251 +0.8%
ARG
114
Advisory Resource Group
Oklahoma
$4.36M 141,690 -4,589 -3%
OC
115
Oarsman Capital
Wisconsin
$4.33M 140,750 +5,900 +4%
RWM
116
Ritholtz Wealth Management
New York
$4.09M 132,668 -5,864 -4%
BlackRock
117
BlackRock
New York
$3.98M 129,201 +125,802 +3,701%
RC
118
Roundview Capital
New Jersey
$3.97M 128,808 +167 +0.1%
SAM
119
Stringer Asset Management
Tennessee
$3.96M 128,560 -153,382 -54%
VAG
120
VisionPoint Advisory Group
Texas
$3.96M 128,516 +81,020 +171%
WP
121
WealthShield Partners
North Carolina
$3.87M 125,812 +2,307 +2%
EFL
122
ERn Financial LLC
Wisconsin
$3.85M 124,961 -46,239 -27%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$3.58M 116,369 +21,476 +23%
APC
124
Aspire Private Capital
North Carolina
$3.58M 116,154 -92,494 -44%
SC
125
Savant Capital
Illinois
$3.54M 115,030 -1,853 -2%
3 4
5
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