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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

44 hedge funds and large institutions have $511M invested in SPDR Portfolio Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
7
Increased
24
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$329M
2
AssetMark Inc
2
AssetMark Inc
California
$68.2M
3
GAG
3
GM Advisory Group
New York
$11.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.89M
5
UBS Group
5
UBS Group
Switzerland
$13.4M

Top Sellers

1
ZIM
1
Zacks Investment Management
Illinois
$0
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
FIM
3
Freedom Investment Management
Connecticut
$2.49M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$1.46M
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$329M 5,585,332 +467,747 +9%
AssetMark Inc
2
AssetMark Inc
California
$68.2M 1,157,114 +263,625 +30%
UBS Group
3
UBS Group
Switzerland
$13.4M 226,962 +89,746 +65%
RJA
4
Raymond James & Associates
Florida
$12.4M 210,813 +12,452 +6%
GAG
5
GM Advisory Group
New York
$11.1M 188,230 +188,230 New
IA
6
IndexIQ Advisors
New York
$8.26M 140,126 +15,063 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.89M 133,772 +129,899 +3,354%
Bank of America
8
Bank of America
North Carolina
$7.79M 132,155 +4,684 +4%
Wells Fargo
9
Wells Fargo
California
$7.14M 121,131 +83,760 +224%
Morgan Stanley
10
Morgan Stanley
New York
$6.04M 102,519 +35,996 +54%
X
11
Xponance
Pennsylvania
$5.76M 97,670 +70,120 +255%
Fidelity International
12
Fidelity International
Bermuda
$5.62M 95,267 -860 -0.9%
CWM
13
Concert Wealth Management
California
$5.14M 102,386 +40,206 +65%
SCA
14
Strategic Capital Alternatives
United States
$4.96M 84,053 +25,544 +44%
MAA
15
Managed Account Advisors
New Jersey
$3.66M 62,019 +9,732 +19%
FIM
16
Freedom Investment Management
Connecticut
$2.49M 42,306 -2,472 -6%
Goldman Sachs
17
Goldman Sachs
New York
$1.59M 26,930 – –
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.47M 24,846 -346 -1%
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$1.46M 24,831 -1,730 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.34M 22,782 +4,938 +28%
ACM
21
Argentus Capital Management
Texas
$1.29M 21,900 +3,556 +19%
KeyBank National Association
22
KeyBank National Association
Ohio
$801K 13,580 -850 -6%
AI
23
Atria Investments
North Carolina
$768K 13,027 +5,736 +79%
CI
24
Clal Insurance
Israel
$667K 11,308 – –
LPL Financial
25
LPL Financial
California
$453K 7,679 -28 -0.4%
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