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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
176
IAG Wealth Partners
Wisconsin
$1.54M +$1.54M +51,588 New
SFG
177
SNS Financial Group
Minnesota
$1.5M +$5.64K +189 +0.4%
VIA
178
Vickerman Investment Advisors
Washington
$1.46M +$1.46M +48,968 New
ATPW
179
Ashton Thomas Private Wealth
Arizona
$1.44M -$195K -6,543 -12%
IWM
180
IHT Wealth Management
Illinois
$1.42M -$810K -27,132 -36%
NRI
181
NFP Retirement Inc
California
$1.42M +$60 +2 +0%
Mariner
182
Mariner
Kansas
$1.39M -$675K -22,604 -33%
IA
183
IFP Advisors
Florida
$1.3M +$557K +18,604 +75%
CA
184
Continuum Advisory
Idaho
$1.28M -$85.9K -2,876 -6%
MAS
185
Managed Account Services
Florida
$1.25M -$72.8K -2,441 -6%
SWM
186
Spire Wealth Management
Virginia
$1.23M – – –
AWM
187
Avior Wealth Management
Nebraska
$1.21M +$836 +28 +0.1%
TAIM
188
TD Ameritrade Investment Management
Nebraska
$1.2M -$1.63M -52,899 -58%
ASN
189
Advisory Services Network
Georgia
$1.19M +$36.6K +1,227 +3%
AC
190
Applied Capital
Arkansas
$1.19M -$171K -5,745 -13%
EA
191
Eclectic Associates
California
$1.18M – – –
OPS
192
Orion Portfolio Solutions
Nebraska
$1.18M +$55.1K +1,847 +5%
WWM
193
Wolff Wiese Magana
California
$1.13M +$83.6K +2,801 +8%
SSC
194
Syverson Strege & Co
Iowa
$1.13M +$3.79K +127 +0.3%
APWA
195
Atlas Private Wealth Advisors
New Jersey
$1.09M +$1.04M +34,944 +2,213%
AF
196
Advisornet Financial
Minnesota
$1.04M -$4.66M -156,250 -82%
FPW
197
Flagship Private Wealth
Massachusetts
$1.03M +$47.8K +1,600 +5%
PFA
198
Pinnacle Family Advisors
Missouri
$977K +$167K +5,589 +21%
BAM
199
Belpointe Asset Management
Nevada
$955K +$223K +7,478 +31%
FIA
200
Foundations Investment Advisors
Arizona
$937K -$1.37K -46 -0.1%
6 7
8
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