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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

291 hedge funds and large institutions have $3.17B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

30% more funds holding in top 10

Funds holding in top 10: 43 → 56 (+13)

17% more funds holding

Funds holding: 248 → 291 (+43)

7% more capital invested

Capital invested by funds: $2.96B → $3.17B (+$209M)

4.14% more ownership

Funds ownership: 62.73% → 66.87% (+4.1%)

Holders
291
Holders Change
+43
Holders Change %
+17.34%
% of All Funds
5.73%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.1%
New
68
Increased
134
Reduced
70
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$81.8M
2
EWF
Epstein & White Financial
California
+$36.3M
3
SWA
SFMG Wealth Advisors
Texas
+$32.4M
4
MFS
McNamara Financial Services
Massachusetts
+$20.9M
5
HR
Hayden Royal
North Carolina
+$17.7M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$27M
3
NAS
Nicolet Advisory Services
Wisconsin
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.7M
5
AssetMark Inc
AssetMark Inc
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1
Allworth Financial
California
$412M +$11.8M +399,820 +3%
State Street
2
State Street
Massachusetts
$327M -$8.42M -285,546 -2%
GI
3
Gradient Investments
Minnesota
$145M +$81.8M +2,774,292 +129%
CPO
4
Cerity Partners OCIO
New York
$119M +$8.01M +271,661 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M +$3.3M +111,902 +3%
Creative Planning
6
Creative Planning
Kansas
$91M +$528K +17,906 +0.6%
AssetMark Inc
7
AssetMark Inc
California
$71.3M -$13.7M -463,187 -16%
TC
8
Trilogy Capital
California
$68.7M -$275K -9,337 -0.4%
TC
9
TownSquare Capital
Utah
$66.7M +$4.22M +143,137 +7%
Ameriprise
10
Ameriprise
Minnesota
$58.9M +$6.58M +223,346 +13%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$54.7M – – –
BAAM
12
Baker Avenue Asset Management
California
$46.7M -$296K -10,055 -0.6%
BCI
13
Brinker Capital Investments
Pennsylvania
$45.9M -$1.87M -63,543 -4%
RJA
14
Raymond James & Associates
Florida
$44.3M +$332K +11,265 +0.8%
NAS
15
Nicolet Advisory Services
Wisconsin
$38.7M -$16.3M -552,836 -30%
Morgan Stanley
16
Morgan Stanley
New York
$37.4M -$27M -917,057 -42%
EWF
17
Epstein & White Financial
California
$36.2M +$36.3M +1,231,283 New
TFA
18
Tobias Financial Advisors
Florida
$35.2M +$35.3M +1,198,215 New
BFG
19
Barber Financial Group
Kansas
$34.9M +$1.71M +58,027 +5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$33.2M +$4.87M +165,178 +17%
RA
21
RFG Advisory
Alabama
$32.8M +$5M +169,613 +18%
SMM
22
Stadion Money Management
Georgia
$32.5M -$214M -7,254,836 -87%
SWA
23
SFMG Wealth Advisors
Texas
$32.3M +$32.4M +1,100,949 New
ASW
24
Astoria Strategic Wealth
Texas
$30M +$30M +1,016,837 New
GFPC
25
Global Financial Private Capital
Florida
$28.6M -$7.78M -263,923 -21%
1
2 3 4 5

SPAB Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2019, worth a combined $3.17B — up 7.1% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPAB positions and 24 closed out — a net gain of 44 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Gradient Investments, adding an estimated $81.8M. The largest seller was Stadion Money Management, cutting an estimated $214M.

  • 291 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $3.17B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2019 and 24 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2019 was Gradient Investments, an estimated $81.8M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2019 was Stadion Money Management, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2019.