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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Market Value Shares Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$6.24M 208,915 +18,800 +10%
FWI
102
Facet Wealth Inc
Maryland
$6.12M 205,099 +1,973 +1%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$6.01M 201,408 +10,959 +6%
BWFA
104
Baltimore-Washington Financial Advisors
Maryland
$5.74M 192,406 -6,331 -3%
AP
105
Appleton Partners
Massachusetts
$5.59M 187,400 +8,701 +5%
GM
106
GeoWealth Management
Illinois
$5.57M 186,430 +8,447 +5%
FPWM
107
FSB Premier Wealth Management
Iowa
$5.51M 184,557 +11,708 +7%
PWP
108
Personal Wealth Partners
Minnesota
$5.36M 179,564 +22,329 +14%
CAN
109
Cetera Advisor Networks
California
$5.1M 170,891 +2,830 +2%
SFA
110
Source Financial Advisors
New York
$4.94M 165,481 +692 +0.4%
US Bancorp
111
US Bancorp
Minnesota
$4.79M 160,468 +69,752 +77%
MHR
112
Matthew Hamilton Rosenberg
$4.66M 156,010 +125,789 +416%
IWN
113
Independent Wealth Network
Iowa
$4.57M 153,594 +153,594 New
CSIC
114
Clifford Swan Investment Counsel
California
$4.42M 148,770 +148,770 New
FFG
115
Fullen Financial Group
Ohio
$4.37M 146,618 -1,285 -0.9%
EFL
116
ERn Financial LLC
Wisconsin
$4.34M 145,320 -2,187 -1%
CWM
117
Cornerstone Wealth Management
Missouri
$4.33M 145,204 +16,029 +12%
CG
118
Colony Group
Massachusetts
$4.33M 145,099 +145,099 New
HI
119
Horizon Investments
North Carolina
$4.33M 144,976 -142,364 -50%
SEIA
120
Signature Estate & Investment Advisors
California
$4.16M 139,390 +12,929 +10%
APC
121
Aspire Private Capital
North Carolina
$4.1M 137,378 +91,311 +198%
CF
122
Centaurus Financial
California
$4.1M 137,334 +52,664 +62%
HF
123
HRT Financial
New York
$4.08M 136,686 +136,686 New
RC
124
Roundview Capital
New Jersey
$4.03M 135,039 +186 +0.1%
CA
125
CGN Advisors
Kansas
$3.96M 132,485 +5,228 +4%
3 4
5
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