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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Market Value Shares Shares
Change 		Shares
Change %
ICMP
151
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.54M 84,978 +45,773 +117%
Renaissance Technologies
152
Renaissance Technologies
New York
$2.5M 83,600 -19,723 -19%
SWA
153
Stratos Wealth Advisors
Ohio
$2.4M 80,354 +30,872 +62%
AO
154
Advisor OS
Illinois
$2.37M 79,537 +1,128 +1%
BFA
155
Brown Financial Advisory
Alabama
$2.32M 77,790 +2,165 +3%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$2.19M 73,290 -10,011 -12%
WWM
157
Wiser Wealth Management
Georgia
$2.15M 71,865 -7,868 -10%
ACP
158
Aveo Capital Partners
Colorado
$2.13M 71,296 +15,990 +29%
GWM
159
Geneos Wealth Management
Colorado
$2.09M 69,829 +37,160 +114%
SAM
160
Stringer Asset Management
Tennessee
$2.04M 68,382 -11,971 -15%
VAS
161
Vestmark Advisory Solutions
Massachusetts
$2.03M 67,914 +59 +0.1%
SCP
162
Syntal Capital Partners
Texas
$2M 67,110 +2,520 +4%
TLFA
163
True Link Financial Advisors
California
$1.99M 66,749 +750 +1%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$1.93M 64,683 +64,683 New
VAG
165
VisionPoint Advisory Group
Texas
$1.9M 63,356 -79,588 -56%
EH
166
Equitable Holdings
New York
$1.86M 62,340 +6,687 +12%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$1.81M 60,563 -45,889 -43%
SW
168
SlateStone Wealth
Florida
$1.73M 58,105 -4,148 -7%
OGF
169
Orin Green Financial
California
$1.72M 57,519 -2,378 -4%
ARC
170
Advisor Resource Council
Texas
$1.72M 57,457 -89,384 -61%
HIIFS
171
Harel Insurance Investments & Financial Services
Israel
$1.72M 57,494 – –
HI
172
Harbour Investments
Wisconsin
$1.69M 56,763 +2,442 +4%
Goldman Sachs
173
Goldman Sachs
New York
$1.62M 54,384 – –
LFS
174
Lutz Financial Services
Nebraska
$1.6M 53,707 -263 -0.5%
CWM
175
Cahaba Wealth Management
Georgia
$1.58M 53,018 +32 +0.1%
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7
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