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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

297 hedge funds and large institutions have $3.61B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

Funds ownership: 70.69% → 70.3% (-0.39%)

4% less funds holding

Funds holding: 309 → 297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 68 → 58 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.9M
2
FWM
Frontier Wealth Management
Missouri
+$64.8M
3
HI
Horizon Investments
North Carolina
+$59.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30M
5
PAG
Private Advisor Group
New Jersey
+$25.6M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$183M
2
Citadel Advisors
Citadel Advisors
Florida
-$54.3M
3
State Street
State Street
Massachusetts
-$36.5M
4
RIG
RiverFront Investment Group
Virginia
-$15.8M
5
Ameriprise
Ameriprise
Minnesota
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
151
Cornerstone Wealth Management
Missouri
$1.97M +$319K +10,449 +20%
SHGA
152
Sand Hill Global Advisors
California
$1.96M +$201K +6,577 +12%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$1.93M -$181K -5,937 -9%
Deutsche Bank
154
Deutsche Bank
Germany
$1.91M +$1.85M +60,612 +4,437%
SFS
155
Sowell Financial Services
Arkansas
$1.89M +$517K +16,929 +38%
FHA
156
Flagship Harbor Advisors
Massachusetts
$1.84M +$1.07M +35,013 +143%
MIAN
157
Mariner Independent Advisor Network
Kansas
$1.82M +$1.8M +59,041 New
SWP
158
Summit Wealth Partners
Florida
$1.8M +$1.78M +58,221 New
HIIFS
159
Harel Insurance Investments & Financial Services
Israel
$1.77M – – –
AO
160
Advisor OS
Illinois
$1.74M +$1.72M +56,399 New
LFS
161
Lutz Financial Services
Nebraska
$1.7M +$115K +3,753 +7%
BAM
162
Bruderman Asset Management
New York
$1.56M +$27.3K +894 +2%
SCM
163
Southport Capital Management
Tennessee
$1.55M +$1.53M +50,157 New
SB
164
Strategic Blueprint
Georgia
$1.5M -$998K -32,678 -40%
CWM
165
Cahaba Wealth Management
Georgia
$1.47M -$308K -10,071 -18%
BFA
166
Beacon Financial Advisory
Ohio
$1.45M -$117K -3,820 -8%
Goldman Sachs
167
Goldman Sachs
New York
$1.39M – – –
AA
168
Alesco Advisors
New York
$1.28M -$296K -9,696 -19%
PAS
169
Park Avenue Securities
New York
$1.28M +$143K +4,675 +13%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$1.26M -$3.73M -122,180 -75%
AWM
171
Avior Wealth Management
Nebraska
$1.25M -$100K -3,274 -7%
TAIM
172
TD Ameritrade Investment Management
Nebraska
$1.23M +$50.7K +1,661 +4%
SCP
173
Syntal Capital Partners
Texas
$1.23M +$38K +1,245 +3%
SFG
174
SNS Financial Group
Minnesota
$1.18M +$48.8K +1,598 +4%
CF
175
Copperwynd Financial
Arizona
$1.17M -$80.1K -2,623 -6%
5 6
7
8 9

SPAB Hedge Fund Activity: Q2 2020 in Review

297 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2020, worth a combined $3.61B — up 3.9% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SPAB and 30 opened new positions — a net loss of 8 holders — while 113 trimmed existing stakes and 128 added.

The largest buyer was LPL Financial, adding an estimated $79.9M. The largest seller was Stadion Money Management, cutting an estimated $183M.

  • 297 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2020, down from 309 in Q1 2020.
  • Funds reported $3.61B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2020 and 38 closed out, a net change of -8 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2020 was LPL Financial, an estimated $79.9M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2020 was Stadion Money Management, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.