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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

309 hedge funds and large institutions have $3.47B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 30 closing their positions.

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
6.83%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.5%
New
54
Increased
103
Reduced
129
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$231M
2
SMM
2
Stadion Money Management
Georgia
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$90.1M
4
LPL Financial
4
LPL Financial
California
$57.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$38M

Top Sellers

1
AF
1
Allworth Financial
California
$64.5M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
Creative Planning
3
Creative Planning
Kansas
$68M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.7M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$361M 11,944,257 +800,682 +7%
RIG
2
RiverFront Investment Group
Virginia
$231M 7,638,512 +7,638,512 New
SMM
3
Stadion Money Management
Georgia
$212M 6,999,497 +5,894,422 +533%
GI
4
Gradient Investments
Minnesota
$154M 5,111,067 +190,394 +4%
CPO
5
Cerity Partners OCIO
New York
$109M 3,606,966 -374,340 -9%
Citadel Advisors
6
Citadel Advisors
Florida
$90.1M 2,981,791 +2,685,114 +905%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$89.7M 2,968,759 -692,372 -19%
RJA
8
Raymond James & Associates
Florida
$79.2M 2,622,090 +1,114,570 +74%
Ameriprise
9
Ameriprise
Minnesota
$72.6M 2,398,767 +392,242 +20%
Creative Planning
10
Creative Planning
Kansas
$68M 2,249,376 -847,234 -27%
TC
11
TownSquare Capital
Utah
$67.4M 2,208,858 -62,578 -3%
AssetMark Inc
12
AssetMark Inc
California
$65.1M 2,154,730 -273,036 -11%
AF
13
Allworth Financial
California
$64.5M 2,135,885 -11,879,891 -85%
TC
14
Trilogy Capital
California
$59M 1,936,779 -393,595 -17%
LPL Financial
15
LPL Financial
California
$57.4M 1,898,647 +1,275,139 +205%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
BAAM
17
Baker Avenue Asset Management
California
$49.3M 1,631,218 +43,022 +3%
EWF
18
Epstein & White Financial
California
$44.2M 1,461,049 +229,766 +19%
BCI
19
Brinker Capital Investments
Pennsylvania
$44.1M 1,458,208 -103,997 -7%
TFA
20
Tobias Financial Advisors
Florida
$38.7M 1,279,417 +81,202 +7%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$38.3M 1,251,788 +122,818 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$38M 1,257,769 +1,257,769 New
HI
23
Horizon Investments
North Carolina
$35.8M 1,185,309 +1,059,970 +846%
RA
24
RFG Advisory
Alabama
$35.4M 1,171,295 +54,114 +5%
BFG
25
Barber Financial Group
Kansas
$33.1M 1,094,162 -95,097 -8%
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