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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

33 hedge funds and large institutions have $371M invested in SPDR Portfolio Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
8
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$2.92M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$1.66M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.26M
4
IA
4
IndexIQ Advisors
New York
$4.45M
5
MAA
5
Managed Account Advisors
New Jersey
$729K

Top Sellers

1
State Street
1
State Street
Massachusetts
$267M
2
AssetMark Inc
2
AssetMark Inc
California
$59.8M
3
SCG
3
Strategic Capital Group
Washington
$1.35M
4
Jane Street
4
Jane Street
New York
$0
5
TCM
5
Twele Capital Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$267M 4,743,847 -433,456 -8%
AssetMark Inc
2
AssetMark Inc
California
$59.8M 1,059,910 -93,899 -8%
RJA
3
Raymond James & Associates
Florida
$8.16M 144,653 -5,900 -4%
IA
4
IndexIQ Advisors
New York
$4.45M 78,937 +17,856 +29%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.73M 66,053 -2,724 -4%
Bank of America
6
Bank of America
North Carolina
$3.09M 54,775 -10,959 -17%
U
7
UBS
Switzerland
$2.92M 51,686 +36,556 +242%
Wells Fargo
8
Wells Fargo
California
$2.54M 45,021 -3,979 -8%
FIM
9
Freedom Investment Management
Connecticut
$2.52M 44,650 -2,508 -5%
KeyBank National Association
10
KeyBank National Association
Ohio
$1.79M 31,800 – –
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$1.66M 29,369 +29,369 New
Morgan Stanley
12
Morgan Stanley
New York
$1.56M 27,706 -1,328 -5%
Goldman Sachs
13
Goldman Sachs
New York
$1.52M 26,930 – –
PI
14
Placemark Investments
Illinois
$1.35M 23,954 -2,862 -11%
SCG
15
Strategic Capital Group
Washington
$1.35M 23,912 -90,809 -79%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.26M 22,387 +22,324 +35,435%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$965K 17,112 -947 -5%
KFS
18
KMS Financial Services
Washington
$891K 15,806 -91 -0.6%
CWM
19
Concert Wealth Management
California
$867K 15,405 +198 +1%
RCM
20
Rotella Capital Management
Washington
$810K 14,400 +6,400 +80%
MAA
21
Managed Account Advisors
New Jersey
$729K 12,919 +6,994 +118%
LPL Financial
22
LPL Financial
California
$585K 10,368 -505 -5%
PPA
23
Parametric Portfolio Associates
Washington
$385K 6,830 -17 -0.2%
CNB
24
City National Bank
California
$322K 5,715 -2,011 -26%
PAG
25
Private Advisor Group
New Jersey
$223K 3,949 +3,949 New
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