State Street SPDR Portfolio Aggregate Bond ETF
SPAB
291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.
183% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 24
91% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 70
30% more funds holding in top 10
Funds holding in top 10: 43 → 56 (+13)
17% more funds holding
Funds holding: 248 → 291 (+43)
7% more capital invested
Capital invested by funds: $2.96B → $3.17B (+$209M)
4.14% more ownership
Funds ownership: 62.73% → 66.87% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$81.8M |
| 2 |
EWF
Epstein & White Financial
San Diego,
California
|
+$36.3M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$32.4M |
| 4 |
MFS
McNamara Financial Services
Marshfield,
Massachusetts
|
+$20.9M |
| 5 |
HR
Hayden Royal
Charlotte,
North Carolina
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$214M |
| 2 |
Morgan Stanley
New York
|
-$27M |
| 3 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$16.3M |
| 4 |
Bank of New York Mellon
New York
|
-$14.7M |
| 5 |
AssetMark Inc
Concord,
California
|
-$13.7M |
SPAB Hedge Fund Activity: Q4 2019 in Review
291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.
The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.
- 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
- Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
- 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.
Based on aggregated 13F filings for Q4 2019.