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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87M
2
AF
2
Allworth Financial
California
$388M
3
Creative Planning
3
Creative Planning
Kansas
$80.5M
4
RIM
4
Redwood Investment Management
Arizona
$22M
5
TC
5
TownSquare Capital
Utah
$55.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
State Street
4
State Street
Massachusetts
$344M
5
AssetMark Inc
5
AssetMark Inc
California
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
126
TD Ameritrade Investment Management
Nebraska
$1.03M 35,346 +4,022 +13%
MAS
127
Managed Account Services
Florida
$1M 34,459 +2,473 +8%
VFA
128
Voya Financial Advisors
Connecticut
$979K 33,586 +33,586 New
BJL
129
Brighton Jones LLC
Washington
$972K 33,336 -85 -0.3%
FA
130
FDx Advisors
Illinois
$935K 32,062 +32,062 New
PAG
131
Pinnacle Advisory Group
Maryland
$914K 31,346 +5,540 +21%
OIA
132
OneDigital Investment Advisors
Kansas
$890K 30,514 +15,870 +108%
RFA
133
Reilly Financial Advisors
California
$877K 30,061 +559 +2%
SHIM
134
Stone House Investment Management
Pennsylvania
$852K 29,212 +87 +0.3%
BWFA
135
Baltimore-Washington Financial Advisors
Maryland
$848K 29,081 +5,673 +24%
HH
136
Hilltop Holdings
Texas
$786K 26,929 – –
ICMP
137
Integrated Capital Management (Pennsylvania)
Pennsylvania
$782K 26,824 +5 +0%
WAM
138
Wolverine Asset Management
Illinois
$782K 26,828 +4,468 +20%
SA
139
Shilanski & Associates
Alaska
$775K 26,561 +26,561 New
DRS
140
Deane Retirement Strategies
Louisiana
$771K 26,440 -1,037 -4%
RVPG
141
Relative Value Partners Group
$725K 24,840 – –
CWM
142
CCG Wealth Management
California
$665K 22,800 +22,800 New
AW
143
ACG Wealth
Georgia
$643K 22,058 -2,112 -9%
AWM
144
AE Wealth Management
Kansas
$589K 20,182 +9,728 +93%
LFG
145
LifePlan Financial Group
Ohio
$552K 18,939 +11,056 +140%
SWP
146
Strategic Wealth Partners
Ohio
$550K 18,887 +6,194 +49%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$536K 18,390 +1,669 +10%
BFA
148
Beaumont Financial Advisors
Massachusetts
$519K 17,783 – –
CFGS
149
Concourse Financial Group Securities
Alabama
$508K 17,412 +3,104 +22%
PAG
150
Private Advisor Group
New Jersey
$494K 16,930 -530 -3%
4 5
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