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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$87M
2
AF
Allworth Financial
California
$388M
3
Creative Planning
Creative Planning
Kansas
$80.5M
4
RIM
Redwood Investment Management
Arizona
$22M
5
TC
TownSquare Capital
Utah
$55.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$0
2
CWSR
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
Wells Fargo
California
$22.7M
4
State Street
State Street
Massachusetts
$344M
5
AssetMark Inc
AssetMark Inc
California
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$81.3K +$81.3K +2,788 New
IWC
202
Integrated Wealth Concepts
Massachusetts
$60K +$21.1K +4,033 +54%
FHA
203
Flagship Harbor Advisors
Massachusetts
$54K – – –
FANJ
204
Financial Architects (New Jersey)
New Jersey
$48K +$18.2K +630 +61%
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$5.36K -185 -12%
LPWM
206
Lake Point Wealth Management
Texas
$36K – – –
DWM
207
Destination Wealth Management
California
$35K – – –
LWM
208
Liberty Wealth Management
California
$34K – – –
JWA
209
JFS Wealth Advisors
Pennsylvania
$30K +$3.69K +127 +14%
MCM
210
McMillion Capital Management
North Carolina
$29K +$29K +1,000 New
BBA
211
Braun-Bostich & Associates
Pennsylvania
$27K – – –
OIA
212
Optimum Investment Advisors
Illinois
$23K – – –
FGAM
213
Financial Gravity Asset Management
Texas
$22K – – –
RCA
214
Rowland Carmichael Advisors
Arizona
$20K – – –
RIA
215
Realta Investment Advisors
Delaware
$18K – – –
Fidelity Investments
216
Fidelity Investments
Massachusetts
$18K +$18K +604 +60,400%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$17K +$17K +580 New
CIAS
218
Capital Investment Advisory Services
North Carolina
$13K -$177 -6 -1%
SMFS
219
Squar Milner Financial Services
California
$11K +$11K +373 New
OSNBOA
220
Old Second National Bank of Aurora
Illinois
$10K – – –
VFA
221
Valeo Financial Advisors
Indiana
$10K – – –
CIM
222
Contravisory Investment Management
Massachusetts
$8K – – –
HWM
223
Holloway Wealth Management
Florida
$8K – – –
NFG
224
Next Financial Group
Texas
$7K +$7K +246 New
HFM
225
Hartford Financial Management
Connecticut
$6K – – –
7 8
9
10 11