SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
201
Flagship Private Wealth
Massachusetts
$994K +$81.7K +2,708 +9%
GWM
202
Geneos Wealth Management
Colorado
$980K -$40.9M -1,364,141 -98%
FIA
203
Foundations Investment Advisors
Arizona
$948K +$219K +7,287 +30%
BRWM
204
B. Riley Wealth Management
Tennessee
$914K +$6.2K +203 +0.7%
WAS
205
Winch Advisory Services
Wisconsin
$913K -$92.6K -3,086 -9%
MHR
206
Matthew Hamilton Rosenberg
$907K -$2.34K -78 -0.3%
SWP
207
Strategic Wealth Partners
Ohio
$866K -$11.6K -385 -1%
NFG
208
Next Financial Group
Texas
$861K +$202K +6,715 +31%
RFA
209
Reilly Financial Advisors
California
$856K +$53.8K +1,793 +7%
GSC
210
G&S Capital
Colorado
$845K +$17.2K +574 +2%
PFA
211
Pinnacle Family Advisors
Missouri
$814K -$21.2K -707 -3%
SFG
212
SageGuard Financial Group
Tennessee
$772K +$105K +3,494 +16%
IA
213
IFP Advisors
Florida
$746K +$243K +8,056 +48%
BAM
214
Belpointe Asset Management
Nevada
$735K -$40.4K -1,347 -5%
RCIM
215
Red Cedar Investment Management
Michigan
$727K – – –
SB
216
Strategic Blueprint
Georgia
$720K -$65.1K -2,168 -8%
BMD
217
Better Money Decisions
New Mexico
$689K +$5.19K +173 +0.8%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$688K +$66K +2,201 +11%
SA
219
Shilanski & Associates
Alaska
$677K +$58.4K +1,945 +9%
SFS
220
Sowell Financial Services
Arkansas
$659K -$514K -17,116 -44%
AF
221
Aldebaran Financial
$658K -$688 -23 -0.1%
AA
222
Alesco Advisors
New York
$652K -$29.7K -990 -4%
BJL
223
Brighton Jones LLC
Washington
$644K -$155K -5,168 -19%
PWA
224
Peterson Wealth Advisors
Utah
$643K +$10.8K +361 +2%
BFA
225
Beacon Financial Advisory
Ohio
$642K -$40K -1,334 -6%
7 8
9
10 11