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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$524K +$478K +16,228 +1,018%
NFP
202
Narus Financial Partners
Utah
$500K +$13.4K +454 +3%
LFG
203
LifePlan Financial Group
Ohio
$499K -$67.1K -2,275 -12%
GBBWRPM
204
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$492K -$10.5K -355 -2%
BCA
205
Bay Colony Advisors
Massachusetts
$492K +$116K +3,936 +31%
ACM
206
Armbruster Capital Management
New York
$489K +$80.8K +2,740 +20%
BFA
207
Beaumont Financial Advisors
Massachusetts
$486K +$2.95K +100 +0.6%
PPA
208
Parametric Portfolio Associates
Washington
$479K +$28.5K +966 +6%
PWA
209
Peterson Wealth Advisors
Utah
$437K +$8.4K +285 +2%
FIA
210
Foundations Investment Advisors
Arizona
$437K +$98.2K +3,333 +29%
CFGF
211
Compass Financial Group (Florida)
Florida
$432K -$1.44K -49 -0.3%
CW
212
CreativeOne Wealth
Kansas
$432K +$195K +6,621 +82%
NC
213
NovaPoint Capital
Georgia
$428K +$430K +14,577 New
5L
214
55I LLC
Massachusetts
$388K +$389K +13,197 New
TCA
215
Transcend Capital Advisors
New Jersey
$385K +$386K +13,106 New
TCPWM
216
Traverso Chambers Private Wealth Management
California
$383K -$7.01K -238 -2%
IFWM
217
Institute for Wealth Management
Colorado
$377K +$34.2K +1,159 +10%
VC
218
Vicus Capital
Pennsylvania
$375K +$12.1K +412 +3%
RPGK
219
Retirement Planning Group (Kansas)
Kansas
$374K +$82.9K +2,813 +28%
JFA
220
JNBA Financial Advisors
Minnesota
$369K +$28K +949 +8%
FHA
221
Flagship Harbor Advisors
Massachusetts
$346K +$292K +9,900 +529%
SPC
222
Sigma Planning Corp
Michigan
$329K +$57.7K +1,959 +21%
JWCA
223
J.W. Cole Advisors
Florida
$325K +$326K +11,067 New
EWM
224
Executive Wealth Management
Michigan
$318K -$1.17M -39,595 -79%
TI
225
Truepoint Inc
Ohio
$318K +$319K +10,835 New
7 8
9
10 11

SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.