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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

142 hedge funds and large institutions have $1.2B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+30
Holders Change %
+26.79%
% of All Funds
3.26%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.57%
New
44
Increased
61
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$88.6M
2
CPO
2
Cerity Partners OCIO
New York
$83.1M
3
TC
3
Trilogy Capital
California
$65.3M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$39.1M
5
BFG
5
Barber Financial Group
Kansas
$31.4M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$3.45M
3
HCM
3
Horan Capital Management
Maryland
$0
4
SHGA
4
Sand Hill Global Advisors
California
$0
5
DDPOM
5
Delta Dental Plan of Michigan
Michigan
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
126
INR Advisory Services
Pennsylvania
$53K +$53K +1,869 New
BFC
127
Bedel Financial Consulting
Indiana
$34K +$34K +1,204 New
OIA
128
OneDigital Investment Advisors
Kansas
$31K +$31K +1,110 New
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
OIA
130
Optimum Investment Advisors
Illinois
$23K +$23K +800 New
GWM
131
Geneos Wealth Management
Colorado
$21K +$15.7K +580 +299%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$20K -$6.91K -250 -26%
RCA
133
Rowland Carmichael Advisors
Arizona
$19K – – –
FCMT
134
Founders Capital Management (Texas)
Texas
$17K – – –
ADL
135
Asset Dedication LLC
California
$16K – – –
MOS
136
MGO One Seven
Ohio
$15K – – –
SWP
137
Stratos Wealth Partners
Ohio
$11K +$11K +405 New
APA
138
American Portfolios Advisors
New York
$10.4K – – –
AF
139
Allworth Financial
California
$4K +$4K +142 New
CJA
140
C-J Advisory
California
$2K – – –
BlackRock
141
BlackRock
New York
$1K – – –
AWM
142
Avior Wealth Management
Nebraska
$1K +$1K +44 New
BCM
143
Bluefin Capital Management
New York
– -$14.9M -516,767 Closed
HCM
144
Horan Capital Management
Maryland
– -$9.92M -345,126 Closed
SHGA
145
Sand Hill Global Advisors
California
– -$5.51M -191,768 Closed
FAM
146
Formidable Asset Management
Ohio
– -$2.14M -74,459 Closed
FTS
147
Fifth Third Securities
Ohio
– -$1.95M -67,728 Closed
BAM
148
Belpointe Asset Management
Nevada
– -$337K -11,724 Closed
Stifel Financial
149
Stifel Financial
Missouri
– -$325K -11,324 Closed
FAAS
150
First Allied Advisory Services
California
– -$148K -5,142 Closed
3 4 5
6
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