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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

218 hedge funds and large institutions have $2.15B invested in 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 20 closing their positions.

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.86%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.76%
New
70
Increased
80
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$193M
2
RJA
2
Raymond James & Associates
Florida
$43.4M
3
TC
3
TownSquare Capital
Utah
$30.9M
4
RA
4
RFG Advisory
Alabama
$40.4M
5
State Street
5
State Street
Massachusetts
$347M

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$0
2
CPO
2
Cerity Partners OCIO
New York
$86.8M
3
WCWM
3
Willow Creek Wealth Management
California
$4.54M
4
PFA
4
Pure Financial Advisors
California
$12.7M
5
DWM
5
Darwin Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$347M 12,445,981 +732,039 +6%
AF
2
Allworth Financial
California
$322M 11,562,604 +31,989 +0.3%
SMM
3
Stadion Money Management
Georgia
$193M 6,924,889 +6,093,705 +733%
GI
4
Gradient Investments
Minnesota
$103M 3,695,499 +275,828 +8%
CPO
5
Cerity Partners OCIO
New York
$86.8M 3,117,685 -252,063 -7%
AssetMark Inc
6
AssetMark Inc
California
$76.7M 2,755,067 +129,180 +5%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$71.3M 2,558,755 +402,445 +19%
TC
8
Trilogy Capital
California
$69.3M 2,486,837 -92,296 -4%
Creative Planning
9
Creative Planning
Kansas
$45.9M 1,646,347 +297,133 +22%
RJA
10
Raymond James & Associates
Florida
$43.4M 1,557,340 +1,557,340 New
RA
11
RFG Advisory
Alabama
$40.4M 1,449,703 +1,011,737 +231%
BCI
12
Brinker Capital Investments
Pennsylvania
$37.1M 1,332,626 -99,353 -7%
Ameriprise
13
Ameriprise
Minnesota
$34M 1,221,568 +177,190 +17%
Wells Fargo
14
Wells Fargo
California
$33.8M 1,215,001 +191,607 +19%
TC
15
TownSquare Capital
Utah
$30.9M 1,102,657 +1,102,657 New
BFG
16
Barber Financial Group
Kansas
$27.8M 999,141 -109,015 -10%
BAAM
17
Baker Avenue Asset Management
California
$27M 968,805 -37,505 -4%
RWM
18
Ritholtz Wealth Management
New York
$21.5M 773,271 +687,359 +800%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$21.3M 765,366 -71,287 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$20.9M 751,079 +628,481 +513%
Verition Fund Management
21
Verition Fund Management
Connecticut
$17.2M 616,714 +616,714 New
Bank of America
22
Bank of America
North Carolina
$15.7M 564,017 +105,929 +23%
GP
23
Girard Partners
Pennsylvania
$15.3M 550,917 +107,762 +24%
CCP
24
Cardan Capital Partners
Colorado
$15.3M 549,834 +549,834 New
BC
25
Brio Consultants
California
$15M 537,441 +537,441 New
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