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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

248 hedge funds and large institutions have $2.96B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 138 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
5.45%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
34
Increased
138
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$248M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.9M
3
GFPC
3
Global Financial Private Capital
Florida
$36.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$12.4M
2
FWM
2
Focused Wealth Management
New York
$12.7M
3
State Street
3
State Street
Massachusetts
$339M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$48.2M
5
NAS
5
Nicolet Advisory Services
Wisconsin
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$404M 13,615,956 +330,577 +2%
State Street
2
State Street
Massachusetts
$339M 11,429,121 -367,440 -3%
SMM
3
Stadion Money Management
Georgia
$248M 8,359,911 +7,249,474 +653%
CPO
4
Cerity Partners OCIO
New York
$110M 3,709,645 +157,836 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$105M 3,549,229 +565,867 +19%
Creative Planning
6
Creative Planning
Kansas
$91.3M 3,078,704 +318,506 +12%
AssetMark Inc
7
AssetMark Inc
California
$85.7M 2,890,953 -13,549 -0.5%
TC
8
Trilogy Capital
California
$69.7M 2,339,711 -18,098 -0.8%
Morgan Stanley
9
Morgan Stanley
New York
$64.9M 2,190,382 +1,374,926 +169%
GI
10
Gradient Investments
Minnesota
$63.6M 2,146,381 +36,755 +2%
TC
11
TownSquare Capital
Utah
$62.3M 2,128,299 +239,772 +13%
NAS
12
Nicolet Advisory Services
Wisconsin
$55.5M 1,871,351 -190,203 -9%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
Ameriprise
14
Ameriprise
Minnesota
$52.8M 1,783,179 +115,944 +7%
BCI
15
Brinker Capital Investments
Pennsylvania
$48.2M 1,625,748 -241,796 -13%
BAAM
16
Baker Avenue Asset Management
California
$47.4M 1,598,251 +43,975 +3%
RJA
17
Raymond James & Associates
Florida
$44.3M 1,496,255 -10,183 -0.7%
GFPC
18
Global Financial Private Capital
Florida
$36.7M 1,237,742 +885,869 +252%
BFG
19
Barber Financial Group
Kansas
$33.5M 1,131,232 -44,467 -4%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$28.4M 963,792 +608,125 +171%
RA
21
RFG Advisory
Alabama
$28.1M 947,568 +284,758 +43%
MD
22
Money Design
Japan
$27.1M 915,941 +49,354 +6%
BSWM
23
Boston Standard Wealth Management
Massachusetts
$25.3M 854,083 +28,937 +4%
Wells Fargo
24
Wells Fargo
California
$23.9M 805,137 +25,803 +3%
UCFA
25
United Capital Financial Advisors
Texas
$22.1M 744,700 +261,192 +54%
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