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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87M
2
AF
2
Allworth Financial
California
$388M
3
Creative Planning
3
Creative Planning
Kansas
$80.5M
4
RIM
4
Redwood Investment Management
Arizona
$22M
5
TC
5
TownSquare Capital
Utah
$55.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
State Street
4
State Street
Massachusetts
$344M
5
AssetMark Inc
5
AssetMark Inc
California
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
151
Narus Financial Partners
Utah
$469K +$469K +16,073 New
PWA
152
Peterson Wealth Advisors
Utah
$465K -$30.8K -1,055 -6%
MSAM
153
Moloney Securities Asset Management
Missouri
$443K +$443K +15,186 New
CFGF
154
Compass Financial Group (Florida)
Florida
$436K +$195K +6,704 +81%
TSS
155
Two Sigma Securities
New York
$434K +$197K +6,771 +83%
PAS
156
Park Avenue Securities
New York
$419K +$419K +14,377 New
Renaissance Technologies
157
Renaissance Technologies
New York
$394K -$551K -18,864 -58%
TCPWM
158
Traverso Chambers Private Wealth Management
California
$387K – – –
GSWM
159
Golden State Wealth Management
California
$387K +$78K +2,679 +25%
BCA
160
Bay Colony Advisors
Massachusetts
$368K +$7.5K +257 +2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$358K +$323K +11,068 +935%
CAM
162
Concorde Asset Management
Michigan
$350K +$27.2K +936 +8%
IA
163
IndexIQ Advisors
New York
$346K +$150K +5,152 +77%
SS
164
Simplicity Solutions
Minnesota
$345K +$54.5K +1,867 +19%
SS
165
Sunbelt Securities
Texas
$341K +$54K +1,853 +19%
FAAS
166
First Allied Advisory Services
California
$341K +$341K +11,706 New
ACM
167
Armbruster Capital Management
New York
$339K +$130K +4,445 +62%
AF
168
Aldebaran Financial
$338K -$250K -8,552 -42%
JFA
169
JNBA Financial Advisors
Minnesota
$338K +$28.9K +990 +9%
Citigroup
170
Citigroup
New York
$338K +$85K +2,913 +34%
CW
171
CreativeOne Wealth
Kansas
$335K +$335K +11,491 New
IFWM
172
Institute for Wealth Management
Colorado
$333K +$43.2K +1,479 +15%
BAM
173
Belpointe Asset Management
Nevada
$329K +$329K +11,285 New
TI
174
Truepoint Inc
Ohio
$325K -$9.34K -320 -3%
TA
175
TCG Advisors
Texas
$319K +$258K +8,835 +422%
5 6
7
8 9