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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
WCWM
4
Willow Creek Wealth Management
California
$75.6M
5
CPO
5
Cerity Partners OCIO
New York
$151M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
201
Bridge Advisory
California
$828K +$828K +26,903 New
BAM
202
Belpointe Asset Management
Nevada
$807K -$1.47M -47,837 -65%
GSC
203
G&S Capital
Colorado
$791K -$1.01M -32,948 -56%
BJL
204
Brighton Jones LLC
Washington
$789K +$11.6K +378 +1%
MA
205
Mutual Advisors
Nebraska
$782K +$28.1K +911 +4%
GKWIM
206
Gerber Kawasaki Wealth & Investment Management
California
$774K +$536K +17,402 +225%
RVPG
207
Relative Value Partners Group
$765K – – –
PAG
208
Pinnacle Advisory Group
Maryland
$762K – – –
RFN
209
RDA Financial Network
Iowa
$749K -$25K -811 -3%
RCIM
210
Red Cedar Investment Management
Michigan
$746K +$236K +7,658 +46%
GWM
211
Geneos Wealth Management
Colorado
$739K +$730K +1,325,442 +8,536%
SFG
212
SageGuard Financial Group
Tennessee
$733K +$733K +23,829 New
SWP
213
Summit Wealth Partners
Florida
$728K -$1.18M -38,430 -62%
AA
214
Alesco Advisors
New York
$716K -$18.2K -590 -2%
ACM
215
Allred Capital Management
Texas
$709K -$38.6K -1,254 -5%
WWM
216
Wolff Wiese Magana
California
$703K +$703K +22,822 New
OPS
217
Orion Portfolio Solutions
Nebraska
$678K +$321K +10,417 +90%
GL
218
Graypoint LLC
New York
$674K – – –
CFGF
219
Compass Financial Group (Florida)
Florida
$658K +$56K +1,821 +9%
PWA
220
Peterson Wealth Advisors
Utah
$654K +$17.5K +569 +3%
FIA
221
Foundations Investment Advisors
Arizona
$642K +$5.26K +172 +0.8%
IC
222
Inscription Capital
Texas
$640K -$244K -7,910 -28%
SA
223
Shilanski & Associates
Alaska
$629K +$75.7K +2,459 +14%
Citigroup
224
Citigroup
New York
$622K -$16K -519 -3%
HS
225
Horan Securities
United States
$594K +$220K +7,138 +59%
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