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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
151
Clear Creek Financial Management
Washington
$2.42M -$17.4M -584,785 -88%
BFA
152
Brown Financial Advisory
Alabama
$2.4M +$283K +9,541 +13%
NRI
153
NFP Retirement Inc
California
$2.38M +$338K +11,398 +17%
SS
154
Simplicity Solutions
Minnesota
$2.35M -$645K -21,763 -22%
CC
155
Cedar Capital
Illinois
$2.33M +$1.39M +46,972 +148%
SAM
156
Stringer Asset Management
Tennessee
$2.3M -$1.51M -50,973 -40%
Stifel Financial
157
Stifel Financial
Missouri
$2.23M +$5.16K +174 +0.2%
WWM
158
Wiser Wealth Management
Georgia
$2.22M +$234K +7,886 +12%
KAS
159
Kestra Advisory Services
Texas
$2.19M +$1.3M +43,849 +147%
CAAS
160
Capital Asset Advisory Services
Michigan
$2.01M +$63.7K +2,148 +3%
SW
161
SlateStone Wealth
Florida
$2.01M -$777K -26,206 -28%
FI
162
FormulaFolio Investments
Michigan
$2.01M -$1.28M -42,867 -39%
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$1.98M -$28.4M -959,112 -93%
Jane Street
164
Jane Street
New York
$1.96M +$1.61M +54,457 +473%
AO
165
Advisor OS
Illinois
$1.92M +$1.92M +64,619 New
SCP
166
Syntal Capital Partners
Texas
$1.88M +$324K +10,943 +21%
Mariner
167
Mariner
Kansas
$1.87M -$393K -13,245 -17%
ATPW
168
Ashton Thomas Private Wealth
Arizona
$1.84M -$192K -6,466 -9%
TLFA
169
True Link Financial Advisors
California
$1.81M +$193K +6,500 +12%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$1.81M -$81.3K -2,741 -4%
HIIFS
171
Harel Insurance Investments & Financial Services
Israel
$1.71M – – –
Goldman Sachs
172
Goldman Sachs
New York
$1.61M +$275K +9,290 +21%
OGF
173
Orin Green Financial
California
$1.59M +$102K +3,455 +7%
LFS
174
Lutz Financial Services
Nebraska
$1.59M -$21.1K -713 -1%
AC
175
Applied Capital
Arkansas
$1.5M +$1.5M +50,648 New
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7
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