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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

223 hedge funds and large institutions have $2.19B invested in 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.

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
4.83%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
33
Increased
102
Reduced
62
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$51.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$60.9M
3
AF
3
Allworth Financial
California
$358M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26M
5
CWSR
5
Chessman Wealth Strategies RIA
Texas
$19.3M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
GI
2
Gradient Investments
Minnesota
$59.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$54.7M
4
RA
4
RFG Advisory
Alabama
$19.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$358M 12,555,109 +992,505 +9%
State Street
2
State Street
Massachusetts
$351M 12,286,069 -159,912 -1%
CPO
3
Cerity Partners OCIO
New York
$95.2M 3,336,927 +219,242 +7%
AssetMark Inc
4
AssetMark Inc
California
$86.7M 3,036,922 +281,855 +10%
TC
5
Trilogy Capital
California
$67.9M 2,380,131 -106,706 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$60.9M 2,134,554 +1,383,475 +184%
GI
7
Gradient Investments
Minnesota
$59.7M 2,090,067 -1,605,432 -43%
Creative Planning
8
Creative Planning
Kansas
$58.2M 2,039,530 +393,183 +24%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 -737,035 -29%
NAS
10
Nicolet Advisory Services
Wisconsin
$51.3M 1,798,480 +1,798,480 New
RJA
11
Raymond James & Associates
Florida
$44M 1,541,424 -15,916 -1%
BAAM
12
Baker Avenue Asset Management
California
$42.5M 1,488,516 +519,711 +54%
TC
13
TownSquare Capital
Utah
$41.3M 1,448,196 +345,539 +31%
BCI
14
Brinker Capital Investments
Pennsylvania
$40.9M 1,434,360 +101,734 +8%
Ameriprise
15
Ameriprise
Minnesota
$39M 1,365,473 +143,905 +12%
Wells Fargo
16
Wells Fargo
California
$37.8M 1,323,907 +108,906 +9%
BFG
17
Barber Financial Group
Kansas
$31M 1,085,750 +86,609 +9%
SMM
18
Stadion Money Management
Georgia
$30.9M 1,080,957 -5,843,932 -84%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26M 910,927 +888,222 +3,912%
FWM
20
Focused Wealth Management
New York
$23.5M 824,348 +338,781 +70%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$21.9M 772,781 +7,415 +1%
RA
22
RFG Advisory
Alabama
$19.3M 677,587 -772,116 -53%
CWSR
23
Chessman Wealth Strategies RIA
Texas
$19.3M 676,475 +676,475 New
MD
24
Money Design
Japan
$19.2M 673,316 +661,486 +5,592%
GP
25
Girard Partners
Pennsylvania
$15.5M 543,515 -7,402 -1%
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