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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
151
Kelly Financial Services
Massachusetts
$2.67M +$2.67M +80,067 New
CC
152
Cedar Capital
Illinois
$2.66M +$296K +9,859 +13%
CF
153
Centaurus Financial
California
$2.54M -$33K -1,099 -1%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$2.5M +$673K +22,432 +37%
KAS
155
Kestra Advisory Services
Texas
$2.46M +$248K +8,279 +11%
SAM
156
Stringer Asset Management
Tennessee
$2.41M +$83K +2,766 +4%
WWM
157
Wiser Wealth Management
Georgia
$2.39M +$149K +4,981 +7%
AO
158
Advisor OS
Illinois
$2.35M +$414K +13,790 +21%
WAS
159
Wealth Advisory Solutions
Indiana
$2.31M +$60.6K +2,020 +3%
BFA
160
Brown Financial Advisory
Alabama
$2.27M -$159K -5,307 -7%
IWM
161
IHT Wealth Management
Illinois
$2.24M -$1.9M -63,191 -46%
Mariner
162
Mariner
Kansas
$2.08M +$181K +6,026 +10%
VAS
163
Vestmark Advisory Solutions
Massachusetts
$2.04M +$662K +22,067 +48%
Principal Financial Group
164
Principal Financial Group
Iowa
$2.03M -$1.04M -34,523 -34%
FI
165
FormulaFolio Investments
Michigan
$2.03M +$8.55K +285 +0.4%
TLFA
166
True Link Financial Advisors
California
$1.98M +$150K +5,000 +8%
SCP
167
Syntal Capital Partners
Texas
$1.94M +$34.2K +1,141 +2%
CAAS
168
Capital Asset Advisory Services
Michigan
$1.94M -$97.1K -3,234 -5%
SW
169
SlateStone Wealth
Florida
$1.87M -$164K -5,470 -8%
SS
170
Simplicity Solutions
Minnesota
$1.84M -$537K -17,897 -23%
OGF
171
Orin Green Financial
California
$1.8M +$187K +6,228 +12%
FTS
172
Fifth Third Securities
Ohio
$1.78M -$696K -23,193 -28%
HIIFS
173
Harel Insurance Investments & Financial Services
Israel
$1.73M – – –
EH
174
Equitable Holdings
New York
$1.67M +$387K +12,897 +30%
ACP
175
Aveo Capital Partners
Colorado
$1.66M +$451K +15,038 +37%
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