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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

297 hedge funds and large institutions have $3.61B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

Funds ownership: 70.69% → 70.3% (-0.39%)

4% less funds holding

Funds holding: 309 → 297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 68 → 58 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$79.9M
2
FWM
Frontier Wealth Management
Missouri
+$64.8M
3
HI
Horizon Investments
North Carolina
+$59.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30M
5
PAG
Private Advisor Group
New Jersey
+$25.6M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$183M
2
Citadel Advisors
Citadel Advisors
Florida
-$54.3M
3
State Street
State Street
Massachusetts
-$36.5M
4
RIG
RiverFront Investment Group
Virginia
-$15.8M
5
Ameriprise
Ameriprise
Minnesota
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
176
Advisory Services Network
Georgia
$1.15M +$465K +15,220 +69%
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$1.14M +$177K +5,802 +19%
MAS
178
Managed Account Services
Florida
$1.14M +$166K +5,443 +17%
CA
179
Cetera Advisors
Colorado
$1.13M -$25.5K -836 -2%
AF
180
Aldebaran Financial
$1.08M +$98.1K +3,212 +10%
IC
181
Inscription Capital
Texas
$992K -$74.2K -2,429 -7%
WAS
182
Winch Advisory Services
Wisconsin
$971K +$2.81K +92 +0.3%
MHR
183
Matthew Hamilton Rosenberg
$970K -$265K -8,689 -22%
PFS
184
Prospera Financial Services
Texas
$869K -$4.67K -153 -0.5%
WCFA
185
Walkner Condon Financial Advisors
Wisconsin
$864K +$87.3K +2,857 +11%
FAAM
186
First Ascent Asset Management
Colorado
$857K -$7.44M -243,678 -90%
RFA
187
Reilly Financial Advisors
California
$844K -$98.9K -3,239 -11%
BJL
188
Brighton Jones LLC
Washington
$821K -$93.3K -3,054 -10%
OPS
189
Orion Portfolio Solutions
Nebraska
$812K +$779K +25,496 +3,148%
BCA
190
Bay Colony Advisors
Massachusetts
$805K +$5.1K +167 +0.6%
DRS
191
Deane Retirement Strategies
Louisiana
$792K -$5.68K -186 -0.7%
WWM
192
Western Wealth Management
Colorado
$782K +$774K +25,350 New
SIA
193
Strategic Investment Advisors
Michigan
$776K -$193K -6,335 -20%
RFN
194
RDA Financial Network
Iowa
$776K -$39.5K -1,292 -5%
BI
195
Ballast Inc
Kentucky
$775K +$524K +17,139 +215%
RVPG
196
Relative Value Partners Group
$767K – – –
PAG
197
Pinnacle Advisory Group
Maryland
$766K -$5.44K -178 -0.7%
ACM
198
Allred Capital Management
Texas
$750K -$174K -5,691 -19%
MA
199
Mutual Advisors
Nebraska
$687K -$11.2M -365,623 -94%
GVAG
200
Great Valley Advisor Group
Delaware
$683K +$677K +22,156 New
6 7
8
9 10

SPAB Hedge Fund Activity: Q2 2020 in Review

297 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2020, worth a combined $3.61B — up 3.9% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SPAB and 30 opened new positions — a net loss of 8 holders — while 113 trimmed existing stakes and 128 added.

The largest buyer was LPL Financial, adding an estimated $79.9M. The largest seller was Stadion Money Management, cutting an estimated $183M.

  • 297 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2020, down from 309 in Q1 2020.
  • Funds reported $3.61B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2020 and 38 closed out, a net change of -8 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2020 was LPL Financial, an estimated $79.9M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2020 was Stadion Money Management, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.