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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

169 hedge funds and large institutions have $1.62B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
30
Increased
78
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSWM
1
Boston Standard Wealth Management
Massachusetts
$23.1M
2
PFA
2
Pure Financial Advisors
California
$17.5M
3
AF
3
Allworth Financial
California
$320M
4
Creative Planning
4
Creative Planning
Kansas
$37.4M
5
Wells Fargo
5
Wells Fargo
California
$28.4M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$59.8M
2
FWM
2
Focused Wealth Management
New York
$12.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.18M
4
BCM
4
Bluefin Capital Management
New York
$574K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$325M 11,713,942 -11,515 -0.1%
AF
2
Allworth Financial
California
$320M 11,530,615 +482,426 +4%
GI
3
Gradient Investments
Minnesota
$94.8M 3,419,671 +49,981 +1%
CPO
4
Cerity Partners OCIO
New York
$93.4M 3,369,748 +185,140 +6%
AssetMark Inc
5
AssetMark Inc
California
$72.8M 2,625,887 -35,259 -1%
TC
6
Trilogy Capital
California
$71.5M 2,579,133 +70,799 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$59.8M 2,156,310 -475,658 -18%
BCI
8
Brinker Capital Investments
Pennsylvania
$39.7M 1,431,979 -33,320 -2%
Creative Planning
9
Creative Planning
Kansas
$37.4M 1,349,214 +381,802 +39%
BFG
10
Barber Financial Group
Kansas
$30.7M 1,108,156 +24,883 +2%
Ameriprise
11
Ameriprise
Minnesota
$29M 1,044,378 +110,831 +12%
Wells Fargo
12
Wells Fargo
California
$28.4M 1,023,394 +233,950 +30%
BAAM
13
Baker Avenue Asset Management
California
$27.9M 1,006,310 +61,361 +6%
BSWM
14
Boston Standard Wealth Management
Massachusetts
$23.1M 836,653 +836,653 New
SMM
15
Stadion Money Management
Georgia
$23M 831,184 +97,360 +13%
PFA
16
Pure Financial Advisors
California
$17.5M 632,284 +632,284 New
WA
17
Waverly Advisors
Alabama
$13.4M 484,922 +34,360 +8%
AA
18
Advisory Alpha
Michigan
$12.9M 468,204 +35,030 +8%
Bank of America
19
Bank of America
North Carolina
$12.7M 458,088 +18,747 +4%
SFG
20
StrategIQ Financial Group
Indiana
$12.7M 456,800 -25,321 -5%
HCM
21
Horan Capital Management
Maryland
$12.4M 449,018 +6,009 +1%
FWM
22
Focused Wealth Management
New York
$12.4M 447,850 -289,022 -39%
GP
23
Girard Partners
Pennsylvania
$12.3M 443,155 +57,145 +15%
RA
24
RFG Advisory
Alabama
$12.1M 437,966 -48,749 -10%
WI
25
WrapManager Inc
California
$10.7M 386,293 +93,660 +32%
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