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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87M
2
AF
2
Allworth Financial
California
$388M
3
Creative Planning
3
Creative Planning
Kansas
$80.5M
4
RIM
4
Redwood Investment Management
Arizona
$22M
5
TC
5
TownSquare Capital
Utah
$55.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
State Street
4
State Street
Massachusetts
$344M
5
AssetMark Inc
5
AssetMark Inc
California
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
176
Level Four Advisory Services
Texas
$304K +$45.1K +1,547 +17%
VAS
177
Vestmark Advisory Solutions
Massachusetts
$298K +$7.8K +267 +3%
ET
178
Equitable Trust
Tennessee
$292K – – –
PPA
179
Parametric Portfolio Associates
Washington
$292K – – –
RPGK
180
Retirement Planning Group (Kansas)
Kansas
$284K – – –
RW
181
REDW Wealth
New Mexico
$274K +$7.3K +250 +3%
SPC
182
Sigma Planning Corp
Michigan
$266K -$42.7K -1,467 -14%
MIM
183
Moseley Investment Management
Florida
$249K +$18.4K +629 +8%
VF
184
Virtu Financial
New York
$235K -$19.3K -660 -8%
TPA
185
Trivium Point Advisory
Connecticut
$230K -$146 -5 -0.1%
Jane Street
186
Jane Street
New York
$225K +$225K +7,724 New
HighTower Advisors
187
HighTower Advisors
Illinois
$221K -$94.6K -3,245 -30%
SIA
188
Strategic Investment Advisors
Michigan
$219K -$53.2K -1,800 -20%
DI
189
DFPG Investments
Utah
$218K +$218K +7,501 New
ADL
190
Asset Dedication LLC
California
$212K -$12.9K -445 -6%
CM
191
Cornerstone Management
Georgia
$206K -$38.2K -1,308 -16%
BCMIO
192
Beacon Capital Management Inc (Ohio)
Ohio
$205K -$24.2K -831 -11%
CFN
193
Cordasco Financial Network
Florida
$178K -$9.56K -327 -5%
GWM
194
Geneos Wealth Management
Colorado
$150K +$101K +3,487 +207%
CAL
195
Capital Analysts LLC
Pennsylvania
$136K +$136K +4,669 New
HS
196
Horan Securities
United States
$129K +$58 +2 +0%
SIS
197
Sound Income Strategies
Florida
$109K +$850 +29 +0.8%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$107K -$2.5K -86 -2%
CAC
199
Certified Advisory Corp
Florida
$89K +$89K +3,050 New
FPB
200
First PREMIER Bank
South Dakota
$83K – – –
6 7
8
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