SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
126
Ritholtz Wealth Management
New York
$3.92M 131,287 -509 -0.4%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$3.85M 129,092 +129,092 New
CIC
128
Carnegie Investment Counsel
Ohio
$3.85M 128,959 +233 +0.2%
SS
129
Simplicity Solutions
Minnesota
$3.85M 128,931 +67,696 +111%
FHA
130
Flagship Harbor Advisors
Massachusetts
$3.83M 127,753 – –
FFS
131
Founders Financial Securities
Maryland
$3.78M 126,759 +2,308 +2%
BCM
132
Brookstone Capital Management
Illinois
$3.76M 126,066 -121,466 -49%
WP
133
WealthShield Partners
North Carolina
$3.65M 122,220 +2,064 +2%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$3.63M 121,548 +4,471 +4%
JCM
135
Jacobi Capital Management
Pennsylvania
$3.56M 119,235 -79,331 -40%
KAS
136
Kestra Advisory Services
Texas
$3.48M 116,635 +34,662 +42%
AWA
137
Arete Wealth Advisors
Illinois
$3.46M 115,777 +19,963 +21%
Stifel Financial
138
Stifel Financial
Missouri
$3.37M 112,831 -1,679 -1%
NI
139
NYL Investors
New York
$3.36M 112,400 +4,900 +5%
FIM
140
Freedom Investment Management
Connecticut
$3.32M 111,077 -10,518 -9%
SC
141
Savant Capital
Illinois
$3.1M 103,787 -4,845 -4%
CFG
142
Cooper Financial Group
California
$3.09M 103,416 +8,774 +9%
C
143
Clearshares
New York
$3M 100,537 +2,452 +2%
HAS
144
HBW Advisory Services
California
$2.98M 99,801 +5,301 +6%
CC
145
Cedar Capital
Illinois
$2.98M 99,745 +11,237 +13%
WAS
146
Wealth Advisory Solutions
Indiana
$2.97M 99,426 +22,524 +29%
TWP
147
Tempus Wealth Planning
California
$2.95M 98,786 -11,153 -10%
CA
148
Cetera Advisors
Colorado
$2.72M 91,107 +44,085 +94%
OIA
149
OneDigital Investment Advisors
Kansas
$2.58M 86,333 -8,331 -9%
W
150
Wealthquest
Ohio
$2.54M 84,986 -640,422 -88%
4 5
6
7 8