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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

42 hedge funds and large institutions have $429M invested in SPDR Portfolio Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$8M
2
Fidelity International
2
Fidelity International
Bermuda
$5.61M
3
Bank of America
3
Bank of America
North Carolina
$7.43M
4
ZIM
4
Zacks Investment Management
Illinois
$4.03M
5
AssetMark Inc
5
AssetMark Inc
California
$52.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$298M
2
NL
2
NWAM LLC
Washington
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$1.57M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26K
5
SCA
5
Strategic Capital Alternatives
United States
$3.41M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$298M 5,117,585 -187,261 -4%
AssetMark Inc
2
AssetMark Inc
California
$52.1M 893,489 +53,634 +6%
RJA
3
Raymond James & Associates
Florida
$11.6M 198,361 +18,631 +10%
UBS Group
4
UBS Group
Switzerland
$8M 137,216 +137,216 New
Bank of America
5
Bank of America
North Carolina
$7.43M 127,471 +76,976 +152%
IA
6
IndexIQ Advisors
New York
$7.29M 125,063 +18,742 +18%
Fidelity International
7
Fidelity International
Bermuda
$5.61M 96,127 +96,127 New
ZIM
8
Zacks Investment Management
Illinois
$4.03M 69,151 +69,151 New
Morgan Stanley
9
Morgan Stanley
New York
$3.88M 66,523 +37,283 +128%
CWM
10
Concert Wealth Management
California
$3.62M 62,180 +46,002 +284%
SCA
11
Strategic Capital Alternatives
United States
$3.41M 58,509 -3,848 -6%
PI
12
Placemark Investments
Illinois
$3.11M 53,362 +9,678 +22%
MAA
13
Managed Account Advisors
New Jersey
$3.05M 52,287 +29,295 +127%
FIM
14
Freedom Investment Management
Connecticut
$2.61M 44,778 +4,715 +12%
Wells Fargo
15
Wells Fargo
California
$2.18M 37,371 +1,916 +5%
X
16
Xponance
Pennsylvania
$1.61M 27,550 – –
Goldman Sachs
17
Goldman Sachs
New York
$1.57M 26,930 -7,031 -21%
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$1.55M 26,561 -1,186 -4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.47M 25,192 +6,188 +33%
ACM
20
Argentus Capital Management
Texas
$1.07M 18,344 +18,344 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.04M 17,844 +572 +3%
KeyBank National Association
22
KeyBank National Association
Ohio
$842K 14,430 – –
CI
23
Clal Insurance
Israel
$661K 11,308 +11,308 New
LPL Financial
24
LPL Financial
California
$449K 7,707 -1,704 -18%
AI
25
Atria Investments
North Carolina
$425K 7,291 +1,501 +26%
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