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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

233 hedge funds and large institutions have $2.44B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
5.07%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
30
Increased
119
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87M
2
AF
2
Allworth Financial
California
$388M
3
Creative Planning
3
Creative Planning
Kansas
$80.5M
4
CCFM
4
Clear Creek Financial Management
Washington
$21M
5
RIM
5
Redwood Investment Management
Arizona
$22M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
State Street
4
State Street
Massachusetts
$344M
5
AssetMark Inc
5
AssetMark Inc
California
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$388M 13,285,379 +730,270 +6%
State Street
2
State Street
Massachusetts
$344M 11,796,561 -489,508 -4%
CPO
3
Cerity Partners OCIO
New York
$104M 3,551,809 +214,882 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$87M 2,983,362 +848,808 +40%
AssetMark Inc
5
AssetMark Inc
California
$84.7M 2,904,502 -132,420 -4%
Creative Planning
6
Creative Planning
Kansas
$80.5M 2,760,198 +720,668 +35%
TC
7
Trilogy Capital
California
$68.6M 2,357,809 -22,322 -0.9%
GI
8
Gradient Investments
Minnesota
$61.5M 2,109,626 +19,559 +0.9%
NAS
9
Nicolet Advisory Services
Wisconsin
$60.1M 2,061,554 +263,074 +15%
TC
10
TownSquare Capital
Utah
$55.4M 1,888,527 +440,331 +30%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
BCI
12
Brinker Capital Investments
Pennsylvania
$54.5M 1,867,544 +433,184 +30%
Ameriprise
13
Ameriprise
Minnesota
$48.6M 1,667,235 +301,762 +22%
BAAM
14
Baker Avenue Asset Management
California
$45.3M 1,554,276 +65,760 +4%
RJA
15
Raymond James & Associates
Florida
$43.9M 1,506,438 -34,986 -2%
BFG
16
Barber Financial Group
Kansas
$34.3M 1,175,699 +89,949 +8%
SMM
17
Stadion Money Management
Georgia
$32.4M 1,110,437 +29,480 +3%
FWM
18
Focused Wealth Management
New York
$25.8M 885,295 +60,947 +7%
MD
19
Money Design
Japan
$25.3M 866,587 +193,271 +29%
BSWM
20
Boston Standard Wealth Management
Massachusetts
$24.1M 825,146 +52,365 +7%
Morgan Stanley
21
Morgan Stanley
New York
$23.8M 815,456 +436,714 +115%
Wells Fargo
22
Wells Fargo
California
$22.7M 779,334 -544,573 -41%
RIM
23
Redwood Investment Management
Arizona
$22M 755,592 +627,212 +489%
CCFM
24
Clear Creek Financial Management
Washington
$21M 719,399 +719,399 New
RA
25
RFG Advisory
Alabama
$19.3M 662,810 -14,777 -2%
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