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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

223 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$60.9M
2
AF
2
Allworth Financial
California
$358M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$26M
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$19.3M
5
MD
5
Money Design
Japan
$19.2M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
GI
2
Gradient Investments
Minnesota
$59.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$54.7M
4
RA
4
RFG Advisory
Alabama
$19.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPA
176
Trivium Point Advisory
Connecticut
$225K 7,880 -628 -7%
LFG
177
LifePlan Financial Group
Ohio
$225K 7,883 +509 +7%
MIM
178
Moseley Investment Management
Florida
$225K 7,891 +7,891 New
CFA
179
Carroll Financial Associates
North Carolina
$224K 7,860 +7,860 New
ADL
180
Asset Dedication LLC
California
$220K 7,736 -1,152 -13%
RC
181
Roundview Capital
New Jersey
$217K 7,607 +7,607 New
Millennium Management
182
Millennium Management
New York
$216K 7,565 +7,565 New
IWC
183
Integrated Wealth Concepts
Massachusetts
$212K 7,435 -800 -10%
ACM
184
Armbruster Capital Management
New York
$205K 7,185 +7,185 New
IA
185
IndexIQ Advisors
New York
$192K 6,725 -10,128 -60%
CFN
186
Cordasco Financial Network
Florida
$183K 6,417 – –
APA
187
American Portfolios Advisors
New York
$136K 4,766 +4,396 +1,188%
HS
188
Horan Securities
United States
$126K 4,414 +1 +0%
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$111K 3,881 – –
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$108K 3,770 +468 +14%
SIS
191
Sound Income Strategies
Florida
$105K 3,692 +19 +0.5%
FPB
192
First PREMIER Bank
South Dakota
$81K 2,844 – –
TA
193
TCG Advisors
Texas
$60K 2,096 +2,096 New
FHA
194
Flagship Harbor Advisors
Massachusetts
$53K 1,870 – –
GWM
195
Geneos Wealth Management
Colorado
$48K 1,688 -10 -0.6%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$45K 1,567 -26 -2%
AIC
197
Ameritas Investment Company
Nebraska
$44K 1,548 -4,161 -73%
LPWM
198
Lake Point Wealth Management
Texas
$36K 1,245 -44,607 -97%
RCG
199
Ruggie Capital Group
Florida
$34K 1,195 -82,535 -99%
DWM
200
Destination Wealth Management
California
$34K 1,200 – –
6 7
8
9 10