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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

142 hedge funds and large institutions have $1.2B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+30
Holders Change %
+26.79%
% of All Funds
3.26%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.57%
New
44
Increased
61
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$88.6M
2
CPO
2
Cerity Partners OCIO
New York
$83.1M
3
TC
3
Trilogy Capital
California
$65.3M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$39.1M
5
BFG
5
Barber Financial Group
Kansas
$31.4M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$3.45M
3
HCM
3
Horan Capital Management
Maryland
$0
4
SHGA
4
Sand Hill Global Advisors
California
$0
5
DDPOM
5
Delta Dental Plan of Michigan
Michigan
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$317M 11,248,408 +253,004 +2%
GI
2
Gradient Investments
Minnesota
$88.6M 3,146,178 +2,960,766 +1,597%
CPO
3
Cerity Partners OCIO
New York
$83.1M 2,951,249 +2,911,583 +7,340%
AssetMark Inc
4
AssetMark Inc
California
$75.5M 2,679,509 +333,886 +14%
TC
5
Trilogy Capital
California
$65.3M 2,319,734 +2,319,734 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$53.9M 1,913,988 +387,528 +25%
BCI
7
Brinker Capital Investments
Pennsylvania
$39.1M 1,388,085 +1,246,769 +882%
BFG
8
Barber Financial Group
Kansas
$31.4M 1,114,372 +1,114,372 New
BAAM
9
Baker Avenue Asset Management
California
$26M 924,102 +110,028 +14%
Ameriprise
10
Ameriprise
Minnesota
$24.1M 855,583 +265,818 +45%
FWM
11
Focused Wealth Management
New York
$20.9M 743,469 +197,695 +36%
SMM
12
Stadion Money Management
Georgia
$20.6M 731,504 +120,100 +20%
FI
13
FormulaFolio Investments
Michigan
$20.4M 725,794 +617,784 +572%
BSWM
14
Boston Standard Wealth Management
Massachusetts
$18.8M 667,962 +66,964 +11%
Creative Planning
15
Creative Planning
Kansas
$16.4M 581,673 +475,363 +447%
Bank of America
16
Bank of America
North Carolina
$14.1M 499,922 +149,458 +43%
AIA
17
Allegis Investment Advisors
Idaho
$13.6M 481,812 +178,408 +59%
Wells Fargo
18
Wells Fargo
California
$13.3M 472,406 +114,847 +32%
SFG
19
StrategIQ Financial Group
Indiana
$12.3M 436,716 +30,942 +8%
AA
20
Advisory Alpha
Michigan
$11M 397,038 -27,678 -7%
WA
21
Waverly Advisors
Alabama
$11M 389,416 +49,519 +15%
JWM
22
Jackson Wealth Management
Florida
$10.9M 387,015 +14,451 +4%
RA
23
RFG Advisory
Alabama
$10.6M 374,698 +349,162 +1,367%
GP
24
Girard Partners
Pennsylvania
$10.2M 363,188 +48,026 +15%
WP
25
WealthPLAN Partners
Nebraska
$10.1M 359,743 +143,663 +66%
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