SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

218 hedge funds and large institutions have $2.15B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.86%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.76%
New
70
Increased
80
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$193M
2
RJA
2
Raymond James & Associates
Florida
$43.4M
3
RA
3
RFG Advisory
Alabama
$40.4M
4
State Street
4
State Street
Massachusetts
$347M
5
RWM
5
Ritholtz Wealth Management
New York
$21.5M

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$0
2
CPO
2
Cerity Partners OCIO
New York
$86.8M
3
WCWM
3
Willow Creek Wealth Management
California
$4.54M
4
PFA
4
Pure Financial Advisors
California
$12.7M
5
DWM
5
Darwin Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAS
126
INR Advisory Services
Pennsylvania
$828K 29,713 +18,147 +157%
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
$796K 28,591 -29,786 -51%
AW
128
ACG Wealth
Georgia
$762K 27,367 -3,908 -12%
ICMP
129
Integrated Capital Management (Pennsylvania)
Pennsylvania
$739K 26,560 +26,560 New
SHIM
130
Stone House Investment Management
Pennsylvania
$735K 26,376 +872 +3%
VCM
131
Virtue Capital Management
Tennessee
$733K 26,329 -9,065 -26%
RVPG
132
Relative Value Partners Group
$692K 24,840 – –
PAG
133
Pinnacle Advisory Group
Maryland
$669K 24,006 +13,512 +129%
FC
134
Financial Consulate
Maryland
$636K 22,837 -2,499 -10%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$632K 22,705 -19,978 -47%
TAIM
136
TD Ameritrade Investment Management
Nebraska
$621K 22,315 +1,793 +9%
LFS
137
Lutz Financial Services
Nebraska
$576K 20,696 +20,696 New
GBBWRPM
138
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$553K 19,865 +11,020 +125%
FC
139
Forte Capital
New York
$552K 19,840 -120 -0.6%
Deutsche Bank
140
Deutsche Bank
Germany
$551K 19,796 +19,796 New
BCP
141
Blue Chip Partners
Michigan
$551K 19,802 +19,802 New
SS
142
Simplicity Solutions
Minnesota
$544K 19,507 +19,507 New
BFA
143
Beaumont Financial Advisors
Massachusetts
$532K 19,101 -26,469 -58%
FCH
144
Freestone Capital Holdings
Washington
$517K 18,549 -216 -1%
PAG
145
Private Advisor Group
New Jersey
$483K 17,345 +625 +4%
EGA
146
E&G Advisors
Texas
$478K 17,150 +734 +4%
CFGS
147
Concourse Financial Group Securities
Alabama
$474K 17,047 +16,673 +4,458%
IA
148
IndexIQ Advisors
New York
$469K 16,853 +2,959 +21%
AWM
149
AE Wealth Management
Kansas
$431K 15,464 -476 -3%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$408K 14,642 +1,073 +8%
4 5
6
7 8