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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
RJA
5
Raymond James & Associates
Florida
$79.2M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
201
OneDigital Investment Advisors
Kansas
$507K -$55.3K -1,832 -10%
TA
202
TCG Advisors
Texas
$504K -$371K -12,266 -42%
RCIM
203
Red Cedar Investment Management
Michigan
$501K +$501K +16,578 New
BFA
204
Beaumont Financial Advisors
Massachusetts
$500K – – –
PWM
205
Perigon Wealth Management
California
$487K -$238K -7,777 -33%
TCA
206
Transcend Capital Advisors
New Jersey
$486K +$89.9K +2,974 +23%
LFG
207
LifePlan Financial Group
Ohio
$481K -$32K -1,061 -6%
NRI
208
NFP Retirement Inc
California
$463K +$463K +15,305 New
VC
209
Vicus Capital
Pennsylvania
$460K +$74.4K +2,464 +19%
CFGF
210
Compass Financial Group (Florida)
Florida
$457K +$12K +398 +3%
SS
211
Sunbelt Securities
Texas
$433K -$241K -7,974 -36%
5L
212
55I LLC
Massachusetts
$432K +$28.9K +947 +7%
CAL
213
Capital Analysts LLC
Pennsylvania
$428K +$130K +4,299 +44%
CFG
214
Cooper Financial Group
California
$415K +$141K +4,675 +52%
TCPWM
215
Traverso Chambers Private Wealth Management
California
$394K – – –
CAC
216
Certified Advisory Corp
Florida
$391K +$232K +7,679 +146%
IFWM
217
Institute for Wealth Management
Colorado
$388K +$665 +22 +0.2%
BL
218
Balentine LLC
Georgia
$385K +$223K +7,364 +137%
IWC
219
Integrated Wealth Concepts
Massachusetts
$362K -$284K -9,377 -44%
VPIM
220
Vanguard Personalized Indexing Management
California
$360K +$360K +11,905 New
MSAM
221
Moloney Securities Asset Management
Missouri
$358K -$704K -23,298 -66%
ZIM
222
Zacks Investment Management
Illinois
$348K -$303K -10,023 -47%
SHIM
223
Stone House Investment Management
Pennsylvania
$347K -$1.37M -45,112 -80%
CW
224
CreativeOne Wealth
Kansas
$347K -$98.7K -3,258 -22%
PPWM
225
PFG Private Wealth Management
Florida
$324K +$20.4K +673 +7%
7 8
9
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