State Street SPDR Portfolio Aggregate Bond ETF
SPAB
223 hedge funds and large institutions have $2.19B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 62 reducing their positions, and 26 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 62
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
2% more funds holding
Funds holding: 218 → 223 (+5)
2% more capital invested
Capital invested by funds: $2.15B → $2.19B (+$38.1M)
0% more funds holding in top 10
Funds holding in top 10: 34 → 34 (0)
2.07% less ownership
Funds ownership: 60.87% → 58.79% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.8M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$27.9M |
| 3 |
Bank of New York Mellon
New York
|
+$24.9M |
| 4 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
+$19M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$164M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$45.1M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$21.7M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$20.7M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$17.2M |
SPAB Hedge Fund Activity: Q1 2019 in Review
223 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q1 2019, worth a combined $2.19B — up 1.8% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SPAB positions and 26 closed out — a net gain of 7 holders — while 102 added to existing stakes and 62 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $38.8M. The largest seller was Stadion Money Management, cutting an estimated $164M.
- 223 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q1 2019, up from 218 in Q4 2018.
- Funds reported $2.19B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q1 2019, up 1.8% quarter-over-quarter.
- 33 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q1 2019 and 26 closed out, a net change of +7 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $38.8M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q1 2019 was Stadion Money Management, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2019.