SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

223 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$60.9M
2
AF
2
Allworth Financial
California
$358M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$26M
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$19.3M
5
MD
5
Money Design
Japan
$19.2M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
GI
2
Gradient Investments
Minnesota
$59.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$54.7M
4
RA
4
RFG Advisory
Alabama
$19.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Pinnacle Advisory Group
Maryland
$737K +$51.4K +1,800 +7%
RVPG
127
Relative Value Partners Group
$709K – – –
AW
128
ACG Wealth
Georgia
$690K -$91.3K -3,197 -12%
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$668K +$668K +23,408 New
FC
130
Financial Consulate
Maryland
$650K -$2.08K -73 -0.3%
WAM
131
Wolverine Asset Management
Illinois
$638K -$541K -18,948 -46%
LFS
132
Lutz Financial Services
Nebraska
$628K +$37.4K +1,310 +6%
WP
133
WealthSource Partners
California
$594K -$2.85M -99,662 -83%
CF
134
Copperwynd Financial
Arizona
$594K +$594K +20,819 New
FC
135
Forte Capital
New York
$592K +$25.3K +887 +4%
AF
136
Aldebaran Financial
$574K +$172K +6,029 +43%
Deutsche Bank
137
Deutsche Bank
Germany
$543K -$21.6K -756 -4%
FCH
138
Freestone Capital Holdings
Washington
$529K – – –
BFA
139
Beaumont Financial Advisors
Massachusetts
$508K -$37.7K -1,318 -7%
PAG
140
Private Advisor Group
New Jersey
$498K +$3.28K +115 +0.7%
VCM
141
Virtue Capital Management
Tennessee
$492K -$260K -9,100 -35%
PWA
142
Peterson Wealth Advisors
Utah
$481K +$70.6K +2,492 +17%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$477K +$59.3K +2,079 +14%
AFP
144
Ausdal Financial Partners
Iowa
$473K +$473K +16,558 New
GBBWRPM
145
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$457K -$109K -3,837 -19%
VC
146
Vicus Capital
Pennsylvania
$455K +$455K +11,886 New
OIA
147
OneDigital Investment Advisors
Kansas
$418K +$5.65K +198 +1%
CFGS
148
Concourse Financial Group Securities
Alabama
$408K -$78.1K -2,739 -16%
TCPWM
149
Traverso Chambers Private Wealth Management
California
$379K – – –
SWP
150
Strategic Wealth Partners
Ohio
$360K +$175K +6,160 +94%
4 5
6
7 8