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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

291 hedge funds and large institutions have $3.17B invested in SPDR Portfolio Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 24 closing their positions.

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.75%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.11%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$145M
2
EWF
2
Epstein & White Financial
California
$36.2M
3
TFA
3
Tobias Financial Advisors
Florida
$35.2M
4
SWA
4
SFMG Wealth Advisors
Texas
$32.3M
5
ASW
5
Astoria Strategic Wealth
Texas
$30M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$32.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.4M
3
NAS
3
Nicolet Advisory Services
Wisconsin
$38.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.18M
5
AssetMark Inc
5
AssetMark Inc
California
$71.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$412M 14,015,776 +399,820 +3%
State Street
2
State Street
Massachusetts
$327M 11,143,575 -285,546 -2%
GI
3
Gradient Investments
Minnesota
$145M 4,920,673 +2,774,292 +129%
CPO
4
Cerity Partners OCIO
New York
$119M 3,981,306 +271,661 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M 3,661,131 +111,902 +3%
Creative Planning
6
Creative Planning
Kansas
$91M 3,096,610 +17,906 +0.6%
AssetMark Inc
7
AssetMark Inc
California
$71.3M 2,427,766 -463,187 -16%
TC
8
Trilogy Capital
California
$68.7M 2,330,374 -9,337 -0.4%
TC
9
TownSquare Capital
Utah
$66.7M 2,271,436 +143,137 +7%
Ameriprise
10
Ameriprise
Minnesota
$58.9M 2,006,525 +223,346 +13%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
BAAM
12
Baker Avenue Asset Management
California
$46.7M 1,588,196 -10,055 -0.6%
BCI
13
Brinker Capital Investments
Pennsylvania
$45.9M 1,562,205 -63,543 -4%
RJA
14
Raymond James & Associates
Florida
$44.3M 1,507,520 +11,265 +0.8%
NAS
15
Nicolet Advisory Services
Wisconsin
$38.7M 1,318,515 -552,836 -30%
Morgan Stanley
16
Morgan Stanley
New York
$37.4M 1,273,325 -917,057 -42%
EWF
17
Epstein & White Financial
California
$36.2M 1,231,283 +1,231,283 New
TFA
18
Tobias Financial Advisors
Florida
$35.2M 1,198,215 +1,198,215 New
BFG
19
Barber Financial Group
Kansas
$34.9M 1,189,259 +58,027 +5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$33.2M 1,128,970 +165,178 +17%
RA
21
RFG Advisory
Alabama
$32.8M 1,117,181 +169,613 +18%
SMM
22
Stadion Money Management
Georgia
$32.5M 1,105,075 -7,254,836 -87%
SWA
23
SFMG Wealth Advisors
Texas
$32.3M 1,100,949 +1,100,949 New
ASW
24
Astoria Strategic Wealth
Texas
$30M 1,016,837 +1,016,837 New
GFPC
25
Global Financial Private Capital
Florida
$28.6M 973,819 -263,923 -21%
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