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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$6.06M 204,326 +19,007 +10%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$6.04M 203,704 -4,388 -2%
DA
103
Detalus Advisors
Missouri
$5.85M 197,442 +40,929 +26%
PAS
104
Park Avenue Securities
New York
$5.7M 192,332 +143,282 +292%
JCM
105
Jacobi Capital Management
Pennsylvania
$5.59M 188,604 -2,449 -1%
UWM
106
USAdvisors Wealth Management
Minnesota
$5.5M 185,464 +80,784 +77%
FPWM
107
FSB Premier Wealth Management
Iowa
$5.27M 177,873 -17,266 -9%
AP
108
Appleton Partners
Massachusetts
$5.06M 170,596 +12,336 +8%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$5M 168,625 +912 +0.5%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$4.83M 162,791 -150,890 -48%
VFA
111
Voya Financial Advisors
Connecticut
$4.71M 158,870 +158,870 New
VAG
112
VisionPoint Advisory Group
Texas
$4.53M 152,890 +24,374 +19%
FFG
113
Fullen Financial Group
Ohio
$4.53M 152,719 +1,844 +1%
ARG
114
Advisory Resource Group
Oklahoma
$4.19M 141,283 -407 -0.3%
C
115
Clearshares
New York
$4.11M 138,436 +138,436 New
IWM
116
IHT Wealth Management
Illinois
$4.09M 137,946 +38,368 +39%
LWP
117
Legacy Wealth Partners
California
$4M 134,887 +27,083 +25%
RWM
118
Ritholtz Wealth Management
New York
$3.91M 131,955 -713 -0.5%
GVAG
119
Great Valley Advisor Group
Delaware
$3.9M 131,435 +98,960 +305%
HI
120
Horizon Investments
North Carolina
$3.88M 130,850 -121,426 -48%
RC
121
Roundview Capital
New Jersey
$3.85M 129,875 +1,067 +0.8%
EFL
122
ERn Financial LLC
Wisconsin
$3.83M 129,168 +4,207 +3%
WP
123
WealthShield Partners
North Carolina
$3.64M 122,742 -3,070 -2%
SEIA
124
Signature Estate & Investment Advisors
California
$3.64M 122,704 +9,144 +8%
CIC
125
Carnegie Investment Counsel
Ohio
$3.59M 121,104 +9,194 +8%
3 4
5
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