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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

248 hedge funds and large institutions have $2.96B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.45%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$248M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.9M
3
GFPC
3
Global Financial Private Capital
Florida
$36.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$12.4M
2
FWM
2
Focused Wealth Management
New York
$12.7M
3
State Street
3
State Street
Massachusetts
$339M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$48.2M
5
NAS
5
Nicolet Advisory Services
Wisconsin
$55.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
176
Hobart Private Capital
North Carolina
$399K +$399K +13,464 New
TCPWM
177
Traverso Chambers Private Wealth Management
California
$394K – – –
FAAS
178
First Allied Advisory Services
California
$392K +$45.2K +1,524 +13%
BCA
179
Bay Colony Advisors
Massachusetts
$375K +$1.33K +45 +0.4%
IFWM
180
Institute for Wealth Management
Colorado
$346K +$7.51K +253 +2%
JFA
181
JNBA Financial Advisors
Minnesota
$344K +$1.07K +36 +0.3%
FIA
182
Foundations Investment Advisors
Arizona
$341K +$341K +11,479 New
SMFS
183
Squar Milner Financial Services
California
$310K +$299K +9,703 +2,601%
ET
184
Equitable Trust
Tennessee
$296K – – –
RPGK
185
Retirement Planning Group (Kansas)
Kansas
$294K +$5.24K +177 +2%
RW
186
REDW Wealth
New Mexico
$281K +$2.76K +93 +1%
SCP
187
Syntal Capital Partners
Texas
$280K -$1.06M -35,806 -79%
SG
188
StoneX Group
New York
$277K +$277K +9,338 New
SPC
189
Sigma Planning Corp
Michigan
$274K +$2.94K +99 +1%
LFAS
190
Level Four Advisory Services
Texas
$273K -$38.9K -1,301 -12%
CAG
191
Csenge Advisory Group
Florida
$272K +$272K +9,158 New
GVAG
192
Great Valley Advisor Group
Delaware
$264K +$264K +8,899 New
SSWM
193
Sheets Smith Wealth Management
North Carolina
$252K +$252K +8,500 New
CAL
194
Capital Analysts LLC
Pennsylvania
$251K +$113K +3,819 +82%
MIM
195
Moseley Investment Management
Florida
$248K -$4.08K -138 -2%
CW
196
CreativeOne Wealth
Kansas
$240K -$101K -3,398 -30%
TPA
197
Trivium Point Advisory
Connecticut
$227K -$6.1K -206 -3%
DI
198
DFPG Investments
Utah
$219K -$4.44K -149 -2%
ADL
199
Asset Dedication LLC
California
$215K – – –
CM
200
Cornerstone Management
Georgia
$210K – – –
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8
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