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State Street SPDR Portfolio Aggregate Bond ETF

297 hedge funds and large institutions have $3.61B invested in State Street 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

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

4% more capital invested

Capital invested by funds: $3.47B → $3.61B (+$135M)

0.39% less ownership

Funds ownership: 70.69%70.3% (-0.39%)

4% less funds holding

Funds holding: 309297 (-12)

15% less funds holding in top 10

Funds holding in top 10: 6858 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.09%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
201
Citigroup
New York
$651K -$123K -4,011 -16%
DA
202
Detalus Advisors
Missouri
$642K +$636K +20,806 New
JWCA
203
J.W. Cole Advisors
Florida
$626K +$620K +20,291 New
APA
204
American Portfolios Advisors
New York
$593K +$49.4K +1,616 +9%
IA
205
IFP Advisors
Florida
$589K -$664K -21,745 -53%
FIA
206
Foundations Investment Advisors
Arizona
$589K +$48.4K +1,583 +9%
PWA
207
Peterson Wealth Advisors
Utah
$582K -$12.4K -405 -2%
SA
208
Shilanski & Associates
Alaska
$554K -$351K -11,492 -39%
PPA
209
Parametric Portfolio Associates
Washington
$538K -$9.07K -297 -2%
CW
210
CreativeOne Wealth
Kansas
$516K +$161K +5,275 +46%
RCIM
211
Red Cedar Investment Management
Michigan
$512K
CFGS
212
Concourse Financial Group Securities
Alabama
$490K -$36K -1,180 -7%
BFA
213
Beaumont Financial Advisors
Massachusetts
$483K -$27K -883 -5%
CFG
214
Cooper Financial Group
California
$479K +$54.8K +1,794 +13%
VC
215
Vicus Capital
Pennsylvania
$477K +$6.32K +207 +1%
5L
216
55I LLC
Massachusetts
$451K +$14K +457 +3%
CAL
217
Capital Analysts LLC
Pennsylvania
$448K +$11.1K +365 +3%
SS
218
Sunbelt Securities
Texas
$442K
GI
219
Glovista Investments
New Jersey
$425K +$422K +13,810 New
IWC
220
Integrated Wealth Concepts
Massachusetts
$423K +$53K +1,734 +14%
OIA
221
OneDigital Investment Advisors
Kansas
$419K -$98K -3,208 -19%
TCPWM
222
Traverso Chambers Private Wealth Management
California
$402K
CAC
223
Certified Advisory Corp
Florida
$398K -$1.47K -48 -0.4%
LFG
224
LifePlan Financial Group
Ohio
$393K -$97.1K -3,178 -20%
PWM
225
Perigon Wealth Management
California
$388K -$102K -3,350 -21%

SPAB Hedge Fund Activity: Q2 2020 in Review

297 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2020, worth a combined $3.61B — up 3.9% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SPAB and 30 opened new positions — a net loss of 8 holders — while 113 trimmed existing stakes and 128 added.

The largest buyer was LPL Financial, adding an estimated $79.9M. The largest seller was Stadion Money Management, cutting an estimated $183M.

  • 297 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2020, down from 309 in Q1 2020.
  • Funds reported $3.61B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2020 and 38 closed out, a net change of -8 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2020 was LPL Financial, an estimated $79.9M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2020 was Stadion Money Management, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2020.