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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$859K +$862K +29,231 New
TA
177
TCG Advisors
Texas
$850K +$369K +12,533 +76%
SIA
178
Strategic Investment Advisors
Michigan
$815K -$156K -5,294 -16%
ICMP
179
Integrated Capital Management (Pennsylvania)
Pennsylvania
$810K +$17.8K +604 +2%
LWAC
180
Laurel Wealth Advisors (California)
California
$810K +$813K +27,572 New
SA
181
Shilanski & Associates
Alaska
$806K +$29.7K +1,007 +4%
WAS
182
Winch Advisory Services
Wisconsin
$802K +$702K +23,833 +688%
HH
183
Hilltop Holdings
Texas
$799K -$4.72K -160 -0.6%
DRS
184
Deane Retirement Strategies
Louisiana
$785K -$6.19K -210 -0.8%
AF
185
Aldebaran Financial
$749K -$348K -11,812 -32%
RVPG
186
Relative Value Partners Group
$730K – – –
RWM
187
Reston Wealth Management
Virginia
$719K +$721K +24,463 New
PWM
188
Perigon Wealth Management
California
$700K -$49.7K -1,687 -7%
Citigroup
189
Citigroup
New York
$698K +$281K +9,533 +67%
SCP
190
Syntal Capital Partners
Texas
$689K +$412K +13,995 +148%
PFS
191
Prospera Financial Services
Texas
$683K +$97.9K +3,320 +17%
CWA
192
Clarus Wealth Advisors
Arizona
$677K +$678K +22,987 New
SS
193
Sunbelt Securities
Texas
$655K +$32.1K +1,088 +5%
APA
194
American Portfolios Advisors
New York
$642K +$499K +16,929 +343%
ZIM
195
Zacks Investment Management
Illinois
$632K +$634K +21,525 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$627K +$125K +4,258 +25%
MAFM
197
Mid Atlantic Financial Management
Pennsylvania
$598K -$279K -9,482 -32%
C1AG
198
Client 1st Advisory Group
Florida
$596K +$598K +20,301 New
ASN
199
Advisory Services Network
Georgia
$564K +$566K +19,201 New
OIA
200
OneDigital Investment Advisors
Kansas
$547K +$26.3K +891 +5%
6 7
8
9 10

SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.