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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SEIA
126
Signature Estate & Investment Advisors
California
$3.5M 113,560 +7,127 +7%
SMF
127
Sterling Manor Financial
New York
$3.47M 112,562 +112,562 New
CIC
128
Carnegie Investment Counsel
Ohio
$3.45M 111,910 +3,802 +4%
FI
129
FormulaFolio Investments
Michigan
$3.4M 110,339 -12,918 -10%
NI
130
NYL Investors
New York
$3.33M 108,000 -100 -0.1%
FFS
131
Founders Financial Securities
Maryland
$3.32M 107,898 -25,772 -19%
LWP
132
Legacy Wealth Partners
California
$3.32M 107,804 -19,565 -15%
HCM
133
Horan Capital Management
Maryland
$3.31M 107,484 -1,289 -1%
UWM
134
USAdvisors Wealth Management
Minnesota
$3.22M 104,680 +104,680 New
FHA
135
Flagship Harbor Advisors
Massachusetts
$3.18M 103,154 +22,583 +28%
SFA
136
Source Financial Advisors
New York
$3.17M 103,069 +103,069 New
SS
137
Simplicity Solutions
Minnesota
$3.11M 100,895 -31,034 -24%
IWM
138
IHT Wealth Management
Illinois
$3.07M 99,578 +62,964 +172%
CWM
139
Cornerstone Wealth Management
Missouri
$3.05M 98,929 +20,903 +27%
FTS
140
Fifth Third Securities
Ohio
$3.05M 98,875 -18,930 -16%
SW
141
SlateStone Wealth
Florida
$2.89M 93,929 -70,722 -43%
CCM
142
Crabel Capital Management
California
$2.88M 93,655 +93,655 New
Principal Financial Group
143
Principal Financial Group
Iowa
$2.86M 92,765 +7,368 +9%
HAS
144
HBW Advisory Services
California
$2.72M 88,187 +354 +0.4%
AI
145
Atria Investments
North Carolina
$2.63M 85,367 +1,883 +2%
CA
146
CGN Advisors
Kansas
$2.62M 85,189 +85,189 New
CFG
147
Cooper Financial Group
California
$2.49M 80,768 +6,044 +8%
CAG
148
Csenge Advisory Group
Florida
$2.47M 80,197 +80,197 New
Mariner
149
Mariner
Kansas
$2.35M 76,412 +2,664 +4%
WAS
150
Wealth Advisory Solutions
Indiana
$2.33M 75,728 -708 -0.9%
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