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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
101
Rockbridge Investment Management
New York
$7.36M 245,193 -663 -0.3%
UWM
102
USAdvisors Wealth Management
Minnesota
$7M 233,111 +47,647 +26%
CGFA
103
Colton Groome Financial Advisors
North Carolina
$6.51M 216,745 +3,843 +2%
DA
104
Detalus Advisors
Missouri
$6.38M 212,732 +15,290 +8%
HFS
105
Horizon Financial Services
North Carolina
$6.16M 205,312 +205,312 New
FWI
106
Facet Wealth Inc
Maryland
$6.1M 203,126 -1,277 -0.6%
IA
107
IFG Advisory
Georgia
$6.04M 201,239 +165,068 +456%
BWFA
108
Baltimore-Washington Financial Advisors
Maryland
$5.96M 198,737 -4,967 -2%
JCM
109
Jacobi Capital Management
Pennsylvania
$5.96M 198,566 +9,962 +5%
AF
110
Advisornet Financial
Minnesota
$5.73M 190,994 -25,322 -12%
TC
111
TownSquare Capital
Utah
$5.73M 190,115 -3,130,931 -94%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$5.72M 190,449 +21,824 +13%
AP
113
Appleton Partners
Massachusetts
$5.36M 178,699 +8,103 +5%
GM
114
GeoWealth Management
Illinois
$5.34M 177,983 +59,440 +50%
FPWM
115
FSB Premier Wealth Management
Iowa
$5.19M 172,849 -5,024 -3%
CAN
116
Cetera Advisor Networks
California
$5.04M 168,061 +168,061 New
GVAG
117
Great Valley Advisor Group
Delaware
$4.99M 166,391 +34,956 +27%
SFA
118
Source Financial Advisors
New York
$4.95M 164,789 +58,803 +55%
PWP
119
Personal Wealth Partners
Minnesota
$4.72M 157,235 +68,087 +76%
FFG
120
Fullen Financial Group
Ohio
$4.44M 147,903 -4,816 -3%
EFL
121
ERn Financial LLC
Wisconsin
$4.43M 147,507 +18,339 +14%
ARC
122
Advisor Resource Council
Texas
$4.41M 146,841 +146,841 New
VAG
123
VisionPoint Advisory Group
Texas
$4.29M 142,944 -9,946 -7%
RC
124
Roundview Capital
New Jersey
$4.05M 134,853 +4,978 +4%
RWM
125
Ritholtz Wealth Management
New York
$3.96M 131,796 -159 -0.1%
3 4
5
6 7