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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

47 hedge funds and large institutions have $569M invested in SPDR Portfolio Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
14
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$76.9M
2
AssetMark Inc
2
AssetMark Inc
California
$83.5M
3
ZIM
3
Zacks Investment Management
Illinois
$11.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.42M
5
Jane Street
5
Jane Street
New York
$2.03M

Top Sellers

1
State Street
1
State Street
Massachusetts
$317M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
GAG
3
GM Advisory Group
New York
$4.13M
4
IA
4
IndexIQ Advisors
New York
$4.96M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.53M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$317M 5,561,818 -132,324 -2%
AssetMark Inc
2
AssetMark Inc
California
$83.5M 1,463,216 +247,478 +20%
Bank of America
3
Bank of America
North Carolina
$76.9M 1,348,126 +767,748 +132%
UBS Group
4
UBS Group
Switzerland
$14.5M 254,743 -9,849 -4%
ZIM
5
Zacks Investment Management
Illinois
$11.1M 194,533 +194,533 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.53M 132,013 -21,882 -14%
Wells Fargo
7
Wells Fargo
California
$6.88M 120,553 -2,175 -2%
CWM
8
Concert Wealth Management
California
$5.61M 98,250 -6,327 -6%
IA
9
IndexIQ Advisors
New York
$4.96M 86,902 -33,241 -28%
GAG
10
GM Advisory Group
New York
$4.13M 72,420 -61,415 -46%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.42M 59,990 +48,041 +402%
ACM
12
Argentus Capital Management
Texas
$2.98M 52,253 +33,170 +174%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.31M 40,462 +23,910 +144%
X
14
Xponance
Pennsylvania
$2.24M 39,191 – –
FIM
15
Freedom Investment Management
Connecticut
$2.21M 38,813 +12,731 +49%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.15M 37,740 +3,377 +10%
Morgan Stanley
17
Morgan Stanley
New York
$2.12M 37,235 +3,491 +10%
Jane Street
18
Jane Street
New York
$2.03M 35,612 +35,612 New
CFGF
19
Compass Financial Group (Florida)
Florida
$2.01M 35,281 +35,281 New
LPL Financial
20
LPL Financial
California
$2.01M 35,228 +21,674 +160%
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$1.73M 30,337 +30,337 New
Goldman Sachs
22
Goldman Sachs
New York
$1.54M 26,930 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.42M 24,863 -1,605 -6%
WA
24
Waverly Advisors
Alabama
$1.31M 22,893 +2,496 +12%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$1.23M 21,525 -558 -3%
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