State Street SPDR Portfolio Aggregate Bond ETF
SPAB
168 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 43
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
8% more funds holding
Funds holding: 155 → 168 (+13)
2% more capital invested
Capital invested by funds: $1.59B → $1.62B (+$27.8M)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
0.39% less ownership
Funds ownership: 53.94% → 53.55% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$13.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$10.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.51M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$5.15M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$13.2M |
| 2 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$8.04M |
| 3 |
Bank of New York Mellon
New York
|
-$4.88M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$4.32M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$4.19M |
SPAB Hedge Fund Activity: Q3 2018 in Review
168 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q3 2018, worth a combined $1.62B — up 1.7% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SPAB positions and 16 closed out — a net gain of 13 holders — while 78 added to existing stakes and 43 trimmed.
The largest buyer was Allworth Financial, adding an estimated $13.4M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $13.2M.
- 168 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q3 2018, up from 155 in Q2 2018.
- Funds reported $1.62B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q3 2018, up 1.7% quarter-over-quarter.
- 29 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q3 2018 and 16 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q3 2018 was Allworth Financial, an estimated $13.4M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q3 2018 was Carson Wealth (CWM LLC), an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2018.