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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
RJA
5
Raymond James & Associates
Florida
$79.2M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
151
Lutz Financial Services
Nebraska
$1.55M -$10.5K -346 -0.7%
AA
152
Alesco Advisors
New York
$1.55M -$1.41M -46,539 -48%
BFA
153
Beacon Financial Advisory
Ohio
$1.53M -$185K -6,129 -11%
BAM
154
Bruderman Asset Management
New York
$1.51M +$1.51M +49,864 New
ACA
155
Aptus Capital Advisors
Alabama
$1.42M -$3.2M -105,843 -69%
First Trust Advisors
156
First Trust Advisors
Illinois
$1.41M +$1.41M +46,696 New
Goldman Sachs
157
Goldman Sachs
New York
$1.36M -$468K -15,476 -26%
SFS
158
Sowell Financial Services
Arkansas
$1.34M -$190K -6,301 -12%
AWM
159
Avior Wealth Management
Nebraska
$1.32M +$1.08M +35,750 +445%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$1.27M -$672K -22,242 -35%
GM
161
GeoWealth Management
Illinois
$1.25M +$1.25M +41,460 New
CF
162
Copperwynd Financial
Arizona
$1.22M -$93.8K -3,105 -7%
IA
163
IFP Advisors
Florida
$1.22M -$842K -28,207 -41%
MHR
164
Matthew Hamilton Rosenberg
$1.21M +$1.21M +40,117 New
SCP
165
Syntal Capital Partners
Texas
$1.16M +$454K +15,015 +64%
TAIM
166
TD Ameritrade Investment Management
Nebraska
$1.16M -$59.1K -1,955 -5%
SS
167
Simplicity Solutions
Minnesota
$1.14M -$620K -20,524 -35%
CA
168
Cetera Advisors
Colorado
$1.13M -$44.8K -1,481 -4%
PAS
169
Park Avenue Securities
New York
$1.11M -$725 -24 -0.1%
SFG
170
SNS Financial Group
Minnesota
$1.11M -$203K -6,707 -15%
IC
171
Inscription Capital
Texas
$1.05M -$18.1K -600 -2%
AF
172
Aldebaran Financial
$966K +$195K +6,461 +25%
SIA
173
Strategic Investment Advisors
Michigan
$951K +$113K +3,749 +14%
WAS
174
Winch Advisory Services
Wisconsin
$948K +$123K +4,078 +15%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$943K -$212K -7,012 -18%
5 6
7
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