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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

169 hedge funds and large institutions have $1.62B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$17.5M
2
AF
2
Allworth Financial
California
$320M
3
Creative Planning
3
Creative Planning
Kansas
$37.4M
4
Wells Fargo
4
Wells Fargo
California
$28.4M
5
CPO
5
Cerity Partners OCIO
New York
$93.4M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$59.8M
2
FWM
2
Focused Wealth Management
New York
$12.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.18M
4
BCM
4
Bluefin Capital Management
New York
$574K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Paulson Wealth Management
Illinois
$257K +$257K +9,407 New
GBBWRPM
127
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$245K -$6.12K -221 -2%
CM
128
Cornerstone Management
Georgia
$232K – – –
ADL
129
Asset Dedication LLC
California
$227K +$101K +3,659 +81%
CA
130
Cetera Advisors
Colorado
$224K +$224K +8,098 New
HighTower Advisors
131
HighTower Advisors
Illinois
$218K -$11.9K -429 -5%
PIA
132
Pinion Investment Advisors
Kansas
$212K -$2.22K -80 -1%
LFAS
133
Level Four Advisory Services
Texas
$209K +$209K +7,550 New
EWA
134
EP Wealth Advisors
California
$207K +$207K +7,465 New
LFG
135
LifePlan Financial Group
Ohio
$204K – – –
RCG
136
Ruggie Capital Group
Florida
$197K +$25.4K +920 +15%
HS
137
Horan Securities
United States
$121K -$29.5K -1,074 -20%
WP
138
WealthShield Partners
North Carolina
$107K +$17K +616 +19%
PMFA
139
Plante Moran Financial Advisors
Michigan
$103K +$103K +3,709 New
SIS
140
Sound Income Strategies
Florida
$101K +$778 +28 +0.8%
Citigroup
141
Citigroup
New York
$88K +$16.8K +610 +24%
FHA
142
Flagship Harbor Advisors
Massachusetts
$52K – – –
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$38K -$1.55K -56 -4%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$36K +1,297 New
CWSR
145
Chessman Wealth Strategies RIA
Texas
$35K +$35K +1,254 New
GWM
146
Geneos Wealth Management
Colorado
$34K +$3.96K +144 +13%
DWM
147
Destination Wealth Management
California
$33K – – –
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$30K +$2.13K +78 +8%
BBA
149
Braun-Bostich & Associates
Pennsylvania
$26K -$37.8K -1,368 -59%
OIA
150
Optimum Investment Advisors
Illinois
$22K – – –
4 5
6
7 8