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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

303 hedge funds and large institutions have $3.78B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.13%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$143M
2
WCWM
2
Willow Creek Wealth Management
California
$53.3M
3
LPL Financial
3
LPL Financial
California
$184M
4
UBS Group
4
UBS Group
Switzerland
$30.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$281M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HI
3
Horizon Investments
North Carolina
$61.4M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGF
201
Compass Financial Group (Florida)
Florida
$603K +$603K +19,559 New
APA
202
American Portfolios Advisors
New York
$593K +$1.79K +58 +0.3%
CFGS
203
Concourse Financial Group Securities
Alabama
$577K +$88K +2,860 +18%
FCH
204
Freestone Capital Holdings
Washington
$571K +$32K +1,037 +6%
PFS
205
Prospera Financial Services
Texas
$566K -$302K -9,800 -35%
PPA
206
Parametric Portfolio Associates
Washington
$556K +$18.9K +613 +4%
SA
207
Shilanski & Associates
Alaska
$553K – – –
Renaissance Technologies
208
Renaissance Technologies
New York
$536K +$536K +17,400 New
RCIM
209
Red Cedar Investment Management
Michigan
$511K – – –
5L
210
55I LLC
Massachusetts
$485K +$35K +1,137 +8%
BFA
211
Beaumont Financial Advisors
Massachusetts
$482K – – –
GWM
212
Geneos Wealth Management
Colorado
$478K +$93K +3,021 +24%
AP
213
Advisor Partners
California
$478K +$121K +3,935 +34%
CAL
214
Capital Analysts LLC
Pennsylvania
$475K +$28.1K +913 +6%
LFAS
215
Level Four Advisory Services
Texas
$453K +$153K +4,953 +51%
SS
216
Sunbelt Securities
Texas
$448K +$1.59K +51 +0.4%
C
217
Certuity
Florida
$446K +$75K +2,434 +20%
VC
218
Vicus Capital
Pennsylvania
$428K -$47.5K -1,543 -10%
FFA
219
Founders Financial Alliance
North Carolina
$428K +$428K +13,873 New
FHC
220
First Heartland Consultants
Missouri
$418K -$6.92M -224,290 -94%
BL
221
Balentine LLC
Georgia
$416K +$40.3K +1,306 +11%
IA
222
IFP Advisors
Florida
$400K -$193K -6,204 -33%
TCPWM
223
Traverso Chambers Private Wealth Management
California
$394K -$7.45K -242 -2%
LFG
224
LifePlan Financial Group
Ohio
$393K – – –
SL
225
Savior LLC
Massachusetts
$386K +$334K +10,858 +649%
7 8
9
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