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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

223 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$60.9M
2
AF
2
Allworth Financial
California
$358M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$26M
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$19.3M
5
MD
5
Money Design
Japan
$19.2M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
GI
2
Gradient Investments
Minnesota
$59.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$54.7M
4
RA
4
RFG Advisory
Alabama
$19.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
151
Bay Colony Advisors
Massachusetts
$353K 12,362 +12,362 New
TI
152
Truepoint Inc
Ohio
$327K 11,457 +67 +0.6%
CAM
153
Concorde Asset Management
Michigan
$317K 11,103 +11,103 New
HighTower Advisors
154
HighTower Advisors
Illinois
$310K 10,829 +3,592 +50%
GSWM
155
Golden State Wealth Management
California
$303K 10,612 +10,612 New
SPC
156
Sigma Planning Corp
Michigan
$302K 10,596 -2,319 -18%
JFA
157
JNBA Financial Advisors
Minnesota
$302K 10,596 +9,716 +1,104%
AWM
158
AE Wealth Management
Kansas
$298K 10,454 -5,010 -32%
ET
159
Equitable Trust
Tennessee
$285K 10,000 – –
PPA
160
Parametric Portfolio Associates
Washington
$285K 10,000 – –
SS
161
Simplicity Solutions
Minnesota
$284K 9,960 -9,547 -49%
VAS
162
Vestmark Advisory Solutions
Massachusetts
$284K 9,935 +9,935 New
IFWM
163
Institute for Wealth Management
Colorado
$283K 9,929 +1,502 +18%
SS
164
Sunbelt Securities
Texas
$281K 9,846 +590 +6%
RPGK
165
Retirement Planning Group (Kansas)
Kansas
$278K 9,751 +992 +11%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$268K 9,374 -302 -3%
SIA
167
Strategic Investment Advisors
Michigan
$263K 9,213 -847 -8%
RW
168
REDW Wealth
New Mexico
$261K 9,129 -78 -0.8%
LFAS
169
Level Four Advisory Services
Texas
$255K 8,878 +1,039 +13%
Citigroup
170
Citigroup
New York
$248K 8,673 +5,652 +187%
VF
171
Virtu Financial
New York
$248K 8,700 +8,700 New
CM
172
Cornerstone Management
Georgia
$239K 8,382 – –
CFGF
173
Compass Financial Group (Florida)
Florida
$235K 8,250 +8,250 New
TSS
174
Two Sigma Securities
New York
$232K 8,123 +8,123 New
BCMIO
175
Beacon Capital Management Inc (Ohio)
Ohio
$225K 7,868 -818 -9%
5 6
7
8 9