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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

218 hedge funds and large institutions have $2.15B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 19

74% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 46

48% more funds holding in top 10

Funds holding in top 10: 23 → 34 (+11)

33% more capital invested

Capital invested by funds: $1.62B → $2.15B (+$536M)

30% more funds holding

Funds holding: 168 → 218 (+50)

7.32% more ownership

Funds ownership: 53.55% → 60.87% (+7.3%)

Holders
218
Holders Change
+50
Holders Change %
+29.76%
% of All Funds
4.84%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.75%
New
70
Increased
80
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
+$168M
2
RJA
Raymond James & Associates
Florida
+$42.8M
3
RA
RFG Advisory
Alabama
+$27.8M
4
State Street
State Street
Massachusetts
+$20.1M
5
RWM
Ritholtz Wealth Management
New York
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
AA
Advisory Alpha
Michigan
-$12.9M
2
CPO
Cerity Partners OCIO
New York
-$6.93M
3
WCWM
Willow Creek Wealth Management
California
-$5.54M
4
PFA
Pure Financial Advisors
California
-$4.85M
5
DWM
Darwin Wealth Management
Florida
-$3.15M

SPAB Hedge Fund Activity: Q4 2018 in Review

218 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2018, worth a combined $2.15B — up 33% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SPAB positions and 19 closed out — a net gain of 51 holders — while 80 added to existing stakes and 46 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $168M. The largest seller was Advisory Alpha, exiting entirely with an estimated $12.9M sold.

  • 218 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2018, up from 168 in Q3 2018.
  • Funds reported $2.15B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2018, up 33% quarter-over-quarter.
  • 70 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2018 and 19 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2018 was Stadion Money Management, an estimated $168M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2018 was Advisory Alpha, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2018.