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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
176
SNS Financial Group
Minnesota
$1.32M +$37K +1,200 +3%
BFA
177
Beacon Financial Advisory
Ohio
$1.27M +$10K +326 +0.8%
AWM
178
Avior Wealth Management
Nebraska
$1.25M – – –
AWM
179
AE Wealth Management
Kansas
$1.24M -$865K -28,109 -41%
EA
180
Eclectic Associates
California
$1.22M +$1.22M +39,482 New
SFS
181
Sowell Financial Services
Arkansas
$1.21M +$20.9K +678 +2%
CF
182
Copperwynd Financial
Arizona
$1.21M +$20.4K +662 +2%
CIAS
183
CFS Investment Advisory Services
New Jersey
$1.2M +$1.2M +39,116 New
MAS
184
Managed Account Services
Florida
$1.2M +$979 +32 +0.1%
ASN
185
Advisory Services Network
Georgia
$1.19M +$50.7K +1,646 +4%
TAIM
186
TD Ameritrade Investment Management
Nebraska
$1.16M -$39.2K -1,274 -3%
OIA
187
OneDigital Investment Advisors
Kansas
$1.16M -$473K -15,374 -29%
CA
188
Cetera Advisors
Colorado
$1.16M -$5.7K -185 -0.5%
SSC
189
Syverson Strege & Co
Iowa
$1.15M +$1.15M +37,414 New
WCFA
190
Walkner Condon Financial Advisors
Wisconsin
$1.06M +$96.8K +3,144 +10%
WAS
191
Winch Advisory Services
Wisconsin
$1.05M -$27.7K -899 -3%
SB
192
Strategic Blueprint
Georgia
$1.04M -$278K -9,033 -21%
GVAG
193
Great Valley Advisor Group
Delaware
$1M +$194K +6,289 +24%
CC
194
Cedar Capital
Illinois
$975K +$975K +31,677 New
MHR
195
Matthew Hamilton Rosenberg
$953K -$9.85K -320 -1%
BCA
196
Bay Colony Advisors
Massachusetts
$946K +$76.4K +2,481 +9%
KAS
197
Kestra Advisory Services
Texas
$918K +$114K +3,713 +14%
SWP
198
Strategic Wealth Partners
Ohio
$880K +$74.8K +2,431 +9%
RFA
199
Reilly Financial Advisors
California
$856K +$9.89K +321 +1%
PFA
200
Pinnacle Family Advisors
Missouri
$848K +$848K +27,557 New
6 7
8
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