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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

297 hedge funds and large institutions have $3.61B invested in State Street 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

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

Funds ownership: 70.69% → 70.3% (-0.39%)

4% less funds holding

Funds holding: 309 → 297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 68 → 58 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
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
LPL Financial
California
+$79.9M
2
FWM
Frontier Wealth Management
Missouri
+$64.8M
3
HI
Horizon Investments
North Carolina
+$59.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30M
5
PAG
Private Advisor Group
New Jersey
+$25.6M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$183M
2
Citadel Advisors
Citadel Advisors
Florida
-$54.3M
3
State Street
State Street
Massachusetts
-$36.5M
4
RIG
RiverFront Investment Group
Virginia
-$15.8M
5
Ameriprise
Ameriprise
Minnesota
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
126
Atria Investments
North Carolina
$3.26M -$4.49M -146,971 -58%
PWM
127
Paulson Wealth Management
Illinois
$3.08M +$99K +3,240 +3%
TFA
128
Transamerica Financial Advisors
Florida
$3.03M +$2.96M +96,834 +7,125%
SEIA
129
Signature Estate & Investment Advisors
California
$3.02M -$1.35M -44,263 -31%
ACA
130
Aptus Capital Advisors
Alabama
$2.84M +$1.38M +45,017 +96%
RA
131
Rational Advisors
New York
$2.75M +$613K +20,057 +29%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$2.65M +$128K +4,179 +5%
LWPC
133
Legacy Wealth Partners (California)
California
$2.59M -$735K -24,069 -22%
FVWA
134
Foster Victor Wealth Advisors
South Carolina
$2.59M -$7.27K -238 -0.3%
MML Investors Services
135
MML Investors Services
Massachusetts
$2.56M +$405K +13,275 +19%
CIC
136
Carnegie Investment Counsel
Ohio
$2.56M +$218K +7,124 +9%
BHWM
137
Bay Harbor Wealth Management
Maryland
$2.53M -$656K -21,477 -21%
Principal Financial Group
138
Principal Financial Group
Iowa
$2.48M +$258K +8,447 +12%
HAS
139
HBW Advisory Services
California
$2.46M +$117K +3,835 +5%
SWP
140
Stratos Wealth Partners
Ohio
$2.44M +$598K +19,576 +33%
CAAS
141
Capital Asset Advisory Services
Michigan
$2.44M +$171K +5,591 +8%
WAS
142
Wealth Advisory Solutions
Indiana
$2.35M -$1.02M -33,294 -30%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$2.23M +$16.6K +545 +0.8%
SWP
144
Strategic Wealth Partners
Ohio
$2.17M -$343K -11,240 -14%
CA
145
Continuum Advisory
Idaho
$2.16M -$2.7M -88,515 -56%
NRI
146
NFP Retirement Inc
California
$2.15M +$1.66M +54,467 +356%
SWA
147
Stratos Wealth Advisors
Ohio
$2.13M +$2.11M +69,022 New
EWM
148
Executive Wealth Management
Michigan
$2.12M -$679K -22,220 -24%
Stifel Financial
149
Stifel Financial
Missouri
$2.11M +$9.19K +301 +0.4%
Mariner
150
Mariner
Kansas
$2.03M +$71.7K +2,346 +4%
4 5
6
7 8

SPAB Hedge Fund Activity: Q2 2020 in Review

297 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2020, worth a combined $3.61B — up 3.9% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SPAB and 30 opened new positions — a net loss of 8 holders — while 113 trimmed existing stakes and 128 added.

The largest buyer was LPL Financial, adding an estimated $79.9M. The largest seller was Stadion Money Management, cutting an estimated $183M.

  • 297 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2020, down from 309 in Q1 2020.
  • Funds reported $3.61B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2020 and 38 closed out, a net change of -8 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2020 was LPL Financial, an estimated $79.9M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2020 was Stadion Money Management, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.