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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
126
GeoWealth Management
Illinois
$3.52M -$3.59M -121,001 -51%
FHA
127
Flagship Harbor Advisors
Massachusetts
$3.49M +$432K +14,559 +14%
TCWA
128
Ten Capital Wealth Advisors
Washington
$3.43M -$3.65M -123,177 -52%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$3.42M -$29.2K -984 -0.8%
CWM
130
Cornerstone Wealth Management
Missouri
$3.41M +$475K +16,015 +16%
SC
131
Savant Capital
Illinois
$3.33M -$85.1K -2,869 -2%
FFS
132
Founders Financial Securities
Maryland
$3.31M +$110K +3,698 +3%
NI
133
NYL Investors
New York
$3.26M +$59.3K +2,000 +2%
LA
134
Latitude Advisors
Florida
$3.26M +$1.31M +44,013 +67%
CA
135
CGN Advisors
Kansas
$3.14M +$618K +20,830 +24%
SFA
136
Source Financial Advisors
New York
$3.14M +$86.5K +2,917 +3%
Principal Financial Group
137
Principal Financial Group
Iowa
$3.03M +$281K +9,492 +10%
CAG
138
Csenge Advisory Group
Florida
$2.89M +$509K +17,121 +21%
HAS
139
HBW Advisory Services
California
$2.83M +$210K +7,088 +8%
OIA
140
OneDigital Investment Advisors
Kansas
$2.76M +$1.64M +55,280 +146%
FIM
141
Freedom Investment Management
Connecticut
$2.72M +$2.72M +91,559 New
US Bancorp
142
US Bancorp
Minnesota
$2.69M +$2.66M +89,639 +7,520%
APC
143
Aspire Private Capital
North Carolina
$2.68M -$768K -25,906 -22%
CFG
144
Cooper Financial Group
California
$2.65M +$258K +8,719 +11%
PWP
145
Personal Wealth Partners
Minnesota
$2.64M +$2.64M +89,148 New
TWP
146
Tempus Wealth Planning
California
$2.63M -$3.19M -107,608 -55%
AIC
147
Ameritas Investment Company
Nebraska
$2.57M +$2.57M +86,558 New
CF
148
Centaurus Financial
California
$2.54M -$2.61M -88,059 -51%
AWA
149
Arete Wealth Advisors
Illinois
$2.53M +$306K +10,314 +14%
FTS
150
Fifth Third Securities
Ohio
$2.45M -$484K -16,325 -17%
4 5
6
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