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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

297 hedge funds and large institutions have $3.61B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.1%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$139M
2
FWM
2
Frontier Wealth Management
Missouri
$65.5M
3
HI
3
Horizon Investments
North Carolina
$96.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$122M
5
PAG
5
Private Advisor Group
New Jersey
$55.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.1M
3
State Street
3
State Street
Massachusetts
$332M
4
RIG
4
RiverFront Investment Group
Virginia
$220M
5
Ameriprise
5
Ameriprise
Minnesota
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$3.26M -$4.54M -146,971 -58%
PWM
127
Paulson Wealth Management
Illinois
$3.08M +$100K +3,240 +3%
TFA
128
Transamerica Financial Advisors
Florida
$3.03M +$2.99M +96,834 +7,125%
SEIA
129
Signature Estate & Investment Advisors
California
$3.02M -$1.37M -44,263 -31%
ACA
130
Aptus Capital Advisors
Alabama
$2.84M +$1.39M +45,017 +96%
RA
131
Rational Advisors
New York
$2.75M +$619K +20,057 +29%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$2.65M +$129K +4,179 +5%
LWP
133
Legacy Wealth Partners
California
$2.59M -$743K -24,069 -22%
FVWA
134
Foster Victor Wealth Advisors
South Carolina
$2.59M -$7.34K -238 -0.3%
MML Investors Services
135
MML Investors Services
Massachusetts
$2.56M +$410K +13,275 +19%
CIC
136
Carnegie Investment Counsel
Ohio
$2.56M +$220K +7,124 +9%
BHWM
137
Bay Harbor Wealth Management
Maryland
$2.53M -$663K -21,477 -21%
Principal Financial Group
138
Principal Financial Group
Iowa
$2.48M +$261K +8,447 +12%
HAS
139
HBW Advisory Services
California
$2.46M +$118K +3,835 +5%
SWP
140
Stratos Wealth Partners
Ohio
$2.44M +$604K +19,576 +33%
CAAS
141
Capital Asset Advisory Services
Michigan
$2.44M +$174K +5,591 +8%
WAS
142
Wealth Advisory Solutions
Indiana
$2.35M -$1.03M -33,294 -30%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$2.23M +$16.8K +545 +0.8%
SWP
144
Strategic Wealth Partners
Ohio
$2.17M -$347K -11,240 -14%
CA
145
Continuum Advisory
Idaho
$2.16M -$2.73M -88,515 -56%
NRI
146
NFP Retirement Inc
California
$2.15M +$1.68M +54,467 +356%
SWA
147
Stratos Wealth Advisors
Ohio
$2.13M +$2.13M +69,022 New
EWM
148
Executive Wealth Management
Michigan
$2.12M -$686K -22,220 -24%
Stifel Financial
149
Stifel Financial
Missouri
$2.11M +$9.29K +301 +0.4%
Mariner
150
Mariner
Kansas
$2.03M +$72.4K +2,346 +4%
4 5
6
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