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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$3.88M 129,175 +14,231 +12%
CIC
127
Carnegie Investment Counsel
Ohio
$3.86M 128,726 +7,622 +6%
FHA
128
Flagship Harbor Advisors
Massachusetts
$3.83M 127,753 +10,040 +9%
CA
129
CGN Advisors
Kansas
$3.82M 127,257 +21,238 +20%
SEIA
130
Signature Estate & Investment Advisors
California
$3.8M 126,461 +3,757 +3%
FFS
131
Founders Financial Securities
Maryland
$3.74M 124,451 +12,855 +12%
FIM
132
Freedom Investment Management
Connecticut
$3.65M 121,595 +30,036 +33%
LWP
133
Legacy Wealth Partners
California
$3.65M 121,510 -13,377 -10%
DJSG
134
D.J. St. Germain
Massachusetts
$3.64M 121,343 +121,343 New
WP
135
WealthShield Partners
North Carolina
$3.61M 120,156 -2,586 -2%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$3.51M 117,077 +1,692 +1%
Stifel Financial
137
Stifel Financial
Missouri
$3.44M 114,510 +39,185 +52%
TWP
138
Tempus Wealth Planning
California
$3.3M 109,939 +21,154 +24%
SC
139
Savant Capital
Illinois
$3.26M 108,632 -3,529 -3%
NI
140
NYL Investors
New York
$3.23M 107,500 -2,500 -2%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$3.2M 106,452 -56,339 -35%
Renaissance Technologies
142
Renaissance Technologies
New York
$3.1M 103,323 +103,323 New
CCM
143
Crabel Capital Management
California
$3.02M 100,480 +100,480 New
C
144
Clearshares
New York
$2.94M 98,085 -40,351 -29%
OIA
145
OneDigital Investment Advisors
Kansas
$2.84M 94,664 +1,609 +2%
CFG
146
Cooper Financial Group
California
$2.84M 94,642 +5,155 +6%
HAS
147
HBW Advisory Services
California
$2.84M 94,500 -775 -0.8%
AWA
148
Arete Wealth Advisors
Illinois
$2.84M 95,814 +10,643 +12%
TAIM
149
TD Ameritrade Investment Management
Nebraska
$2.76M 91,966 +54,173 +143%
US Bancorp
150
US Bancorp
Minnesota
$2.72M 90,716 -115 -0.1%
4 5
6
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