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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

53 hedge funds and large institutions have $731M invested in SPDR Portfolio Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
14
Increased
14
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$394M
2
Ameriprise
2
Ameriprise
Minnesota
$36.8M
3
WI
3
WBI Investments
New Jersey
$23.8M
4
BAAM
4
Baker Avenue Asset Management
California
$12.1M
5
AssetMark Inc
5
AssetMark Inc
California
$96.9M

Top Sellers

1
ZIM
1
Zacks Investment Management
Illinois
$0
2
X
2
Xponance
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$76.7M
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
IA
5
IndexIQ Advisors
New York
$3.84M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$394M 6,721,509 +1,159,691 +21%
AssetMark Inc
2
AssetMark Inc
California
$96.9M 1,655,153 +191,937 +13%
Bank of America
3
Bank of America
North Carolina
$76.7M 1,309,957 -38,169 -3%
Ameriprise
4
Ameriprise
Minnesota
$36.8M 628,040 +628,040 New
WI
5
WBI Investments
New Jersey
$23.8M 406,753 +406,753 New
UBS Group
6
UBS Group
Switzerland
$15.1M 258,335 +3,592 +1%
BAAM
7
Baker Avenue Asset Management
California
$12.1M 205,820 +205,820 New
Wells Fargo
8
Wells Fargo
California
$8.41M 143,637 +23,084 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.8M 133,140 +1,127 +0.9%
CWM
10
Concert Wealth Management
California
$5.98M 102,248 +3,998 +4%
EA
11
Efficient Advisors
Ohio
$5.95M 101,647 +101,647 New
Morgan Stanley
12
Morgan Stanley
New York
$5.09M 86,958 +49,723 +134%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.87M 66,061 +6,071 +10%
IA
14
IndexIQ Advisors
New York
$3.84M 65,530 -21,372 -25%
GAG
15
GM Advisory Group
New York
$3.55M 60,544 -11,876 -16%
Goldman Sachs
16
Goldman Sachs
New York
$3.19M 54,502 +27,572 +102%
HS
17
Horan Securities
United States
$2.75M 47,166 +47,166 New
WA
18
Waverly Advisors
Alabama
$2.69M 46,011 +23,118 +101%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.32M 39,688 +1,948 +5%
ACM
20
Argentus Capital Management
Texas
$2.17M 38,008 -14,245 -27%
CFGF
21
Compass Financial Group (Florida)
Florida
$2.06M 35,094 -187 -0.5%
HIIFS
22
Harel Insurance Investments & Financial Services
Israel
$1.78M 30,337 – –
LPL Financial
23
LPL Financial
California
$1.51M 25,753 -9,475 -27%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.38M 23,564 -16,898 -42%
Jane Street
25
Jane Street
New York
$1.3M 22,110 -13,502 -38%
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