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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

297 hedge funds and large institutions have $3.61B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.1%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$139M
2
FWM
2
Frontier Wealth Management
Missouri
$65.5M
3
HI
3
Horizon Investments
North Carolina
$96.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$122M
5
PAG
5
Private Advisor Group
New Jersey
$55.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.1M
3
State Street
3
State Street
Massachusetts
$332M
4
RIG
4
RiverFront Investment Group
Virginia
$220M
5
Ameriprise
5
Ameriprise
Minnesota
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
201
Citigroup
New York
$651K -$124K -4,011 -16%
DA
202
Detalus Advisors
Missouri
$642K +$642K +20,806 New
JWCA
203
J.W. Cole Advisors
Florida
$626K +$626K +20,291 New
APA
204
American Portfolios Advisors
New York
$593K +$49.9K +1,616 +9%
IA
205
IFP Advisors
Florida
$589K -$671K -21,745 -53%
FIA
206
Foundations Investment Advisors
Arizona
$589K +$48.8K +1,583 +9%
PWA
207
Peterson Wealth Advisors
Utah
$582K -$12.5K -405 -2%
SA
208
Shilanski & Associates
Alaska
$554K -$354K -11,492 -39%
PPA
209
Parametric Portfolio Associates
Washington
$538K -$9.16K -297 -2%
CW
210
CreativeOne Wealth
Kansas
$516K +$163K +5,275 +46%
RCIM
211
Red Cedar Investment Management
Michigan
$512K – – –
CFGS
212
Concourse Financial Group Securities
Alabama
$490K -$36.4K -1,180 -7%
BFA
213
Beaumont Financial Advisors
Massachusetts
$483K -$27.3K -883 -5%
CFG
214
Cooper Financial Group
California
$479K +$55.4K +1,794 +13%
VC
215
Vicus Capital
Pennsylvania
$477K +$6.39K +207 +1%
5L
216
55I LLC
Massachusetts
$451K +$14.1K +457 +3%
CAL
217
Capital Analysts LLC
Pennsylvania
$448K +$11.3K +365 +3%
SS
218
Sunbelt Securities
Texas
$442K – – –
GI
219
Glovista Investments
New Jersey
$425K +$425K +13,810 New
IWC
220
Integrated Wealth Concepts
Massachusetts
$423K +$53.5K +1,734 +14%
OIA
221
OneDigital Investment Advisors
Kansas
$419K -$99K -3,208 -19%
TCPWM
222
Traverso Chambers Private Wealth Management
California
$402K – – –
CAC
223
Certified Advisory Corp
Florida
$398K -$1.48K -48 -0.4%
LFG
224
LifePlan Financial Group
Ohio
$393K -$98K -3,178 -20%
PWM
225
Perigon Wealth Management
California
$388K -$103K -3,350 -21%
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9
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