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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

169 hedge funds and large institutions have $1.62B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$17.5M
2
AF
2
Allworth Financial
California
$320M
3
Creative Planning
3
Creative Planning
Kansas
$37.4M
4
Wells Fargo
4
Wells Fargo
California
$28.4M
5
CPO
5
Cerity Partners OCIO
New York
$93.4M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$59.8M
2
FWM
2
Focused Wealth Management
New York
$12.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.18M
4
BCM
4
Bluefin Capital Management
New York
$574K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Ancora Advisors
Ohio
$21K +$21K +753 New
RCA
152
Rowland Carmichael Advisors
Arizona
$19K – – –
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$17K -$14.7K -525 -46%
JWA
154
JFS Wealth Advisors
Pennsylvania
$16K +$16K +566 New
SWP
155
Stratos Wealth Partners
Ohio
$11K +$11K +405 New
APA
156
American Portfolios Advisors
New York
$10.3K – – –
IWMA
157
Ironwood Wealth Management (Arizona)
Arizona
$10K +$2.56K +90 +34%
CFGS
158
Concourse Financial Group Securities
Alabama
$10K +$10K +374 New
FCMT
159
Founders Capital Management (Texas)
Texas
$8K – – –
HFM
160
Hartford Financial Management
Connecticut
$6K -$5.61K -188 -48%
VRM
161
Vectors Research Management
New York
$5K +$5K +194 New
RCAG
162
Rehmann Capital Advisory Group
Michigan
$3.08K +$3.08K +111 New
VFA
163
Valeo Financial Advisors
Indiana
$3K – – –
BlackRock
164
BlackRock
New York
$2K -$2.16K -97 -52%
CJA
165
C-J Advisory
California
$2K – – –
AWM
166
Avior Wealth Management
Nebraska
$2K +$508 +15 +34%
LNB
167
Ledyard National Bank
$2K +$2K +68 New
VIA
168
Vantage Investment Advisors
Pennsylvania
$1K +$429 +12 +75%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
– -$4.01M -143,811 Closed
DDPOM
170
Delta Dental Plan of Michigan
Michigan
– -$2.79M -100,118 Closed
VF
171
Virtu Financial
New York
– -$2.32M -83,337 Closed
MGIA
172
Moneta Group Investment Advisors
Missouri
– -$2.17M -77,827 Closed
SFS
173
Sowell Financial Services
Arkansas
– -$2.12M -76,082 Closed
SEIA
174
Signature Estate & Investment Advisors
California
– -$1.66M -59,414 Closed
CF
175
Centaurus Financial
California
– -$662K -23,719 Closed
4 5 6
7
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