SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

303 hedge funds and large institutions have $3.78B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.13%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$143M
2
WCWM
2
Willow Creek Wealth Management
California
$53.3M
3
LPL Financial
3
LPL Financial
California
$184M
4
UBS Group
4
UBS Group
Switzerland
$30.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$281M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HI
3
Horizon Investments
North Carolina
$61.4M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
176
Winch Advisory Services
Wisconsin
$1.08M +$113K +3,674 +12%
GI
177
Glovista Investments
New Jersey
$1.07M +$649K +21,075 +153%
BHWM
178
Bay Harbor Wealth Management
Maryland
$1.02M -$1.51M -49,121 -60%
MHR
179
Matthew Hamilton Rosenberg
$963K -$4.9K -159 -0.5%
WCFA
180
Walkner Condon Financial Advisors
Wisconsin
$960K +$96.8K +3,142 +11%
IC
181
Inscription Capital
Texas
$884K -$107K -3,475 -11%
BCA
182
Bay Colony Advisors
Massachusetts
$871K +$66.5K +2,159 +8%
RFA
183
Reilly Financial Advisors
California
$846K +$3.73K +121 +0.4%
MSAM
184
Moloney Securities Asset Management
Missouri
$824K +$483K +15,666 +141%
SWP
185
Strategic Wealth Partners
Ohio
$806K -$1.36M -43,996 -63%
GVAG
186
Great Valley Advisor Group
Delaware
$806K +$124K +4,030 +18%
KAS
187
Kestra Advisory Services
Texas
$803K +$803K +26,132 New
OFG
188
OTA Financial Group
New York
$780K +$780K +25,329 New
BJL
189
Brighton Jones LLC
Washington
$778K -$42.1K -1,364 -5%
RFN
190
RDA Financial Network
Iowa
$775K -$247 -8 -0%
RVPG
191
Relative Value Partners Group
$765K – – –
PAG
192
Pinnacle Advisory Group
Maryland
$762K -$2.43K -79 -0.3%
MA
193
Mutual Advisors
Nebraska
$754K +$67.7K +2,197 +10%
ACM
194
Allred Capital Management
Texas
$748K -$154 -5 -0%
AA
195
Alesco Advisors
New York
$735K -$541K -17,561 -42%
GL
196
Graypoint LLC
New York
$675K +$675K +21,902 New
FIA
197
Foundations Investment Advisors
Arizona
$641K +$53.9K +1,751 +9%
Citigroup
198
Citigroup
New York
$638K -$12K -389 -2%
PWA
199
Peterson Wealth Advisors
Utah
$637K +$55.7K +1,806 +10%
BI
200
Ballast Inc
Kentucky
$630K -$143K -4,645 -18%
6 7
8
9 10