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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

248 hedge funds and large institutions have $2.96B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.45%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$248M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.9M
3
GFPC
3
Global Financial Private Capital
Florida
$36.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$12.4M
2
FWM
2
Focused Wealth Management
New York
$12.7M
3
State Street
3
State Street
Massachusetts
$339M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$48.2M
5
NAS
5
Nicolet Advisory Services
Wisconsin
$55.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
151
Integrated Capital Management (Pennsylvania)
Pennsylvania
$799K +$4.36K +147 +0.5%
DRS
152
Deane Retirement Strategies
Louisiana
$798K +$14.5K +488 +2%
SA
153
Shilanski & Associates
Alaska
$783K -$4.24K -143 -0.5%
PAS
154
Park Avenue Securities
New York
$767K +$341K +11,512 +80%
PWM
155
Perigon Wealth Management
California
$748K +$748K +25,401 New
RVPG
156
Relative Value Partners Group
$736K – – –
MSAM
157
Moloney Securities Asset Management
Missouri
$659K +$209K +7,037 +46%
AW
158
ACG Wealth
Georgia
$653K -$1.31K -44 -0.2%
SS
159
Sunbelt Securities
Texas
$629K +$282K +9,522 +81%
PFS
160
Prospera Financial Services
Texas
$591K +$591K +19,926 New
LFG
161
LifePlan Financial Group
Ohio
$571K +$9.63K +325 +2%
GSWM
162
Golden State Wealth Management
California
$543K +$149K +5,030 +38%
OIA
163
OneDigital Investment Advisors
Kansas
$526K -$379K -12,782 -42%
GBBWRPM
164
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$506K -$676K -22,820 -57%
IWC
165
Integrated Wealth Concepts
Massachusetts
$506K +$166K +5,618 +49%
PAG
166
Private Advisor Group
New Jersey
$500K -$2.14K -72 -0.4%
NFP
167
Narus Financial Partners
Utah
$491K +$14.2K +479 +3%
BFA
168
Beaumont Financial Advisors
Massachusetts
$487K -$40K -1,351 -8%
TA
169
TCG Advisors
Texas
$487K +$163K +5,483 +50%
VAS
170
Vestmark Advisory Solutions
Massachusetts
$462K +$159K +5,372 +53%
PPA
171
Parametric Portfolio Associates
Washington
$455K +$158K +5,340 +53%
CFGF
172
Compass Financial Group (Florida)
Florida
$438K -$5.19K -175 -1%
PWA
173
Peterson Wealth Advisors
Utah
$432K -$40.1K -1,354 -9%
Citigroup
174
Citigroup
New York
$421K +$78K +2,633 +23%
ACM
175
Armbruster Capital Management
New York
$412K +$67.2K +2,265 +19%
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