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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$2.31M +$81.2K +2,636 +4%
AWA
152
Arete Wealth Advisors
Illinois
$2.31M +$213K +6,932 +10%
BFA
153
Brown Financial Advisory
Alabama
$2.2M +$2.2M +71,391 New
NRI
154
NFP Retirement Inc
California
$2.12M -$22.3K -724 -1%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$2.11M +$276K +8,972 +15%
WWM
156
Wiser Wealth Management
Georgia
$2.06M +$2.06M +66,866 New
LA
157
Latitude Advisors
Florida
$2.03M +$2.03M +65,792 New
CAAS
158
Capital Asset Advisory Services
Michigan
$2.02M -$81.6K -2,651 -4%
CA
159
Continuum Advisory
Idaho
$2.01M -$9.27K -301 -0.5%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$1.96M -$76.3K -2,478 -4%
DWM
161
Darwin Wealth Management
Florida
$1.92M -$818K -26,587 -30%
SWA
162
Stratos Wealth Advisors
Ohio
$1.84M -$221K -7,164 -11%
CAS
163
Coppell Advisory Solutions
Texas
$1.77M +$1.77M +57,568 New
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$1.77M – – –
TLFA
165
True Link Financial Advisors
California
$1.68M +$1.68M +54,499 New
LFS
166
Lutz Financial Services
Nebraska
$1.67M -$49.3K -1,600 -3%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$1.65M -$218K -7,082 -12%
5L
168
55I LLC
Massachusetts
$1.62M +$1.13M +36,736 +233%
OGF
169
Orin Green Financial
California
$1.55M +$1.55M +50,214 New
PAS
170
Park Avenue Securities
New York
$1.51M +$229K +7,454 +18%
GI
171
Glovista Investments
New Jersey
$1.48M +$410K +13,310 +38%
WWM
172
Western Wealth Management
Colorado
$1.48M +$374K +12,153 +34%
CWM
173
Cahaba Wealth Management
Georgia
$1.46M +$10.5K +344 +0.7%
ZIM
174
Zacks Investment Management
Illinois
$1.4M +$1.19M +38,513 +559%
Goldman Sachs
175
Goldman Sachs
New York
$1.39M – – –
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7
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