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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

248 hedge funds and large institutions have $2.96B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.45%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
$248M
2
Morgan Stanley
Morgan Stanley
New York
$64.9M
3
GFPC
Global Financial Private Capital
Florida
$36.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$21M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$28.4M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
$12.4M
2
FWM
Focused Wealth Management
New York
$12.7M
3
State Street
State Street
Massachusetts
$339M
4
BCI
Brinker Capital Investments
Pennsylvania
$48.2M
5
NAS
Nicolet Advisory Services
Wisconsin
$55.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
201
Wintrust Investments
Illinois
$208K +$208K +7,017 New
DAS
202
Dynamic Advisor Solutions
Arizona
$205K +$205K +6,900 New
WWM
203
Windsor Wealth Management
Indiana
$203K +$203K +6,854 New
BCMIO
204
Beacon Capital Management Inc (Ohio)
Ohio
$181K -$27.2K -918 -13%
BL
205
Balentine LLC
Georgia
$172K +$172K +5,795 New
TFO
206
Tarbox Family Office
California
$160K +$160K +5,384 New
HS
207
Horan Securities
United States
$149K +$18K +607 +14%
APA
208
American Portfolios Advisors
New York
$146K +$146K +4,935 New
GWM
209
Geneos Wealth Management
Colorado
$142K -$10.4K -353 -7%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$140K +$99K +3,339 +242%
CFN
211
Cordasco Financial Network
Florida
$139K -$41.5K -1,400 -23%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$125K +$15.8K +533 +14%
CAC
213
Certified Advisory Corp
Florida
$115K +$24.4K +822 +27%
SIS
214
Sound Income Strategies
Florida
$111K +$800 +27 +0.7%
WAS
215
Winch Advisory Services
Wisconsin
$103K +$103K +3,465 New
FPB
216
First PREMIER Bank
South Dakota
$84K – – –
FANJ
217
Financial Architects (New Jersey)
New Jersey
$83K +$33.8K +1,139 +69%
Deutsche Bank
218
Deutsche Bank
Germany
$77K +$77K +2,617 New
MA
219
MUFG Americas
New York
$68K +$68K +2,300 New
FHA
220
Flagship Harbor Advisors
Massachusetts
$55K – – –
SCA
221
Stuart Chaussee & Associates
California
$54K +$54K +1,830 New
CFGS
222
Concourse Financial Group Securities
Alabama
$47K -$466K -15,818 -91%
OSNBOA
223
Old Second National Bank of Aurora
Illinois
$38K +$27.7K +939 +268%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$36K +$17.8K +593 +98%
JWA
225
JFS Wealth Advisors
Pennsylvania
$34K +$3.27K +110 +11%
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9
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