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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.3%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Next Financial Group
Texas
$930K +$72.9K +2,439 +9%
BRWM
202
B. Riley Wealth Management
Tennessee
$927K +$18.8K +620 +2%
WAS
203
Winch Advisory Services
Wisconsin
$894K -$14.3K -480 -2%
GSC
204
G&S Capital
Colorado
$872K +$31.5K +1,056 +4%
BMD
205
Better Money Decisions
New Mexico
$857K +$172K +5,746 +25%
DWM
206
Darwin Wealth Management
Florida
$841K -$203K -6,806 -19%
RCIM
207
Red Cedar Investment Management
Michigan
$823K +$99.5K +3,333 +14%
RFA
208
Reilly Financial Advisors
California
$818K -$33.7K -1,128 -4%
BJL
209
Brighton Jones LLC
Washington
$758K +$117K +3,918 +18%
DC
210
Davenport & Co
Virginia
$742K +$742K +24,862 New
SWP
211
Strategic Wealth Partners
Ohio
$701K -$161K -5,391 -19%
AF
212
Aldebaran Financial
$696K +$39.2K +1,314 +6%
SA
213
Shilanski & Associates
Alaska
$694K +$20.8K +697 +3%
SFS
214
Sowell Financial Services
Arkansas
$678K +$22.7K +760 +3%
Principal Financial Group
215
Principal Financial Group
Iowa
$651K -$1.37M -45,917 -68%
CCM
216
Crabel Capital Management
California
$641K -$2.36M -79,004 -79%
BFA
217
Beacon Financial Advisory
Ohio
$612K -$27.2K -909 -4%
FCH
218
Freestone Capital Holdings
Washington
$604K +$1.19K +40 +0.2%
CAAS
219
Capital Asset Advisory Services
Michigan
$601K -$1.33M -44,385 -69%
VC
220
Vicus Capital
Pennsylvania
$584K +$8.86K +297 +2%
BCA
221
Bay Colony Advisors
Massachusetts
$581K +$6.36K +213 +1%
SAM
222
Strategic Asset Management
Minnesota
$577K +$577K +19,396 New
SFG
223
SageGuard Financial Group
Tennessee
$547K -$222K -7,427 -29%
MW
224
Marcum Wealth
Ohio
$533K -$1.91K -64 -0.4%
RRCM
225
Rappaport Reiches Capital Management
Illinois
$528K +$6.69K +224 +1%
7 8
9
10 11