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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Continuum Advisory
Idaho
$1.5M -$454K -15,191 -23%
SWA
177
Stratos Wealth Advisors
Ohio
$1.47M -$296K -9,982 -17%
CWM
178
Cahaba Wealth Management
Georgia
$1.42M +$5.1K +172 +0.4%
SFG
179
SNS Financial Group
Minnesota
$1.4M +$130K +4,394 +10%
VAS
180
Vestmark Advisory Solutions
Massachusetts
$1.36M -$234K -7,887 -15%
HI
181
Harbour Investments
Wisconsin
$1.29M +$1.29M +43,412 New
CA
182
Cetera Advisors
Colorado
$1.28M +$166K +5,605 +15%
EH
183
Equitable Holdings
New York
$1.27M +$767K +25,846 +153%
DWM
184
Darwin Wealth Management
Florida
$1.26M -$584K -19,697 -32%
PAG
185
Pinnacle Advisory Group
Maryland
$1.26M +$528K +17,811 +72%
SWM
186
Spire Wealth Management
Virginia
$1.21M +$1.21M +40,799 New
MAS
187
Managed Account Services
Florida
$1.2M +$40K +1,348 +3%
AWM
188
Avior Wealth Management
Nebraska
$1.2M – – –
ACP
189
Aveo Capital Partners
Colorado
$1.19M +$1.19M +40,268 New
EA
190
Eclectic Associates
California
$1.17M – – –
SFS
191
Sowell Financial Services
Arkansas
$1.17M -$5.17K -173 -0.4%
TAIM
192
TD Ameritrade Investment Management
Nebraska
$1.16M – – –
WCFA
193
Walkner Condon Financial Advisors
Wisconsin
$1.16M +$143K +4,812 +14%
CWM
194
Collaborative Wealth Management
Florida
$1.13M +$1.13M +40,778 New
SSC
195
Syverson Strege & Co
Iowa
$1.11M +$2.64K +89 +0.2%
AWM
196
AE Wealth Management
Kansas
$1.09M -$98.1K -3,308 -8%
IA
197
IFG Advisory
Georgia
$1.07M +$647K +21,823 +152%
ASN
198
Advisory Services Network
Georgia
$1.03M -$119K -4,004 -10%
WWM
199
Western Wealth Management
Colorado
$1.01M -$409K -13,783 -29%
WAS
200
Winch Advisory Services
Wisconsin
$993K -$22K -743 -2%
6 7
8
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