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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
RJA
5
Raymond James & Associates
Florida
$79.2M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$2.56M +$2.56M +84,078 New
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$2.47M +$303K +10,016 +14%
SB
128
Strategic Blueprint
Georgia
$2.46M -$8.21M -271,775 -77%
SWP
129
Strategic Wealth Partners
Ohio
$2.39M – – –
HAS
130
HBW Advisory Services
California
$2.29M -$132K -4,360 -5%
CIC
131
Carnegie Investment Counsel
Ohio
$2.29M +$140K +4,647 +7%
CAAS
132
Capital Asset Advisory Services
Michigan
$2.22M -$177K -5,825 -7%
Principal Financial Group
133
Principal Financial Group
Iowa
$2.17M -$296K -9,798 -12%
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$2.17M +$1.01M +33,524 +88%
AIS
135
Accurate Investment Solutions
Pennsylvania
$2.16M +$48K +1,588 +2%
MML Investors Services
136
MML Investors Services
Massachusetts
$2.11M +$152K +5,041 +8%
RA
137
Rational Advisors
New York
$2.09M -$496K -16,421 -19%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$2.07M -$721K -23,853 -26%
Stifel Financial
139
Stifel Financial
Missouri
$2.05M +$2.05M +67,994 New
FTS
140
Fifth Third Securities
Ohio
$1.92M +$1.92M +63,555 New
Mariner
141
Mariner
Kansas
$1.92M -$2.79M -92,484 -59%
CGFA
142
Colton Groome Financial Advisors
North Carolina
$1.89M +$1.89M +62,464 New
SWP
143
Stratos Wealth Partners
Ohio
$1.8M +$1.8M +59,571 New
HIIFS
144
Harel Insurance Investments & Financial Services
Israel
$1.74M -$96.1K -3,180 -5%
CWM
145
Cahaba Wealth Management
Georgia
$1.73M -$107K -3,536 -6%
SHGA
146
Sand Hill Global Advisors
California
$1.72M -$2.47M -81,726 -59%
FFS
147
Founders Financial Securities
Maryland
$1.69M -$1.21M -40,187 -42%
FAIM
148
Financial Advocates Investment Management
Washington
$1.66M +$1.43M +47,351 +632%
ACP
149
Aveo Capital Partners
Colorado
$1.62M -$320K -10,599 -17%
CWM
150
Cornerstone Wealth Management
Missouri
$1.61M +$1.39M +45,908 +623%
4 5
6
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