SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

297 hedge funds and large institutions have $3.61B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 38 closing their positions.

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.11%
Holding in Top 10
58
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.71%
% of All Funds
1.19%
New
30
Increased
128
Reduced
113
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$139M
2
FWM
2
Frontier Wealth Management
Missouri
$65.5M
3
HI
3
Horizon Investments
North Carolina
$96.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$122M
5
PAG
5
Private Advisor Group
New Jersey
$55.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.1M
3
State Street
3
State Street
Massachusetts
$332M
4
RIG
4
RiverFront Investment Group
Virginia
$220M
5
Ameriprise
5
Ameriprise
Minnesota
$59.1M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$332M 10,749,797 -1,194,460 -10%
RIG
2
RiverFront Investment Group
Virginia
$220M 7,120,328 -518,184 -7%
GI
3
Gradient Investments
Minnesota
$153M 4,942,645 -168,422 -3%
LPL Financial
4
LPL Financial
California
$139M 4,513,666 +2,615,019 +138%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$122M 3,949,574 +980,815 +33%
CPO
6
Cerity Partners OCIO
New York
$119M 3,855,958 +248,992 +7%
HI
7
Horizon Investments
North Carolina
$96.6M 3,131,438 +1,946,129 +164%
RJA
8
Raymond James & Associates
Florida
$74.4M 2,410,807 -211,283 -8%
AssetMark Inc
9
AssetMark Inc
California
$74.2M 2,403,090 +248,360 +12%
TC
10
TownSquare Capital
Utah
$72.2M 2,333,989 +125,131 +6%
Creative Planning
11
Creative Planning
Kansas
$66.5M 2,154,816 -94,560 -4%
FWM
12
Frontier Wealth Management
Missouri
$65.5M 2,121,503 +2,121,503 New
TC
13
Trilogy Capital
California
$63.5M 2,045,412 +108,633 +6%
AF
14
Allworth Financial
California
$62.9M 2,037,580 -98,305 -5%
Ameriprise
15
Ameriprise
Minnesota
$59.1M 1,914,956 -483,811 -20%
PAG
16
Private Advisor Group
New Jersey
$55.7M 1,805,200 +838,631 +87%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
BAAM
18
Baker Avenue Asset Management
California
$51.1M 1,655,839 +24,621 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$50.5M 1,635,950 +378,181 +30%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$45.6M 1,465,799 +214,011 +17%
BCI
21
Brinker Capital Investments
Pennsylvania
$38.8M 1,255,987 -202,221 -14%
TFA
22
Tobias Financial Advisors
Florida
$38.6M 1,250,626 -28,791 -2%
Morgan Stanley
23
Morgan Stanley
New York
$37.7M 1,222,540 +145,511 +14%
RA
24
RFG Advisory
Alabama
$37.5M 1,214,522 +43,227 +4%
Citadel Advisors
25
Citadel Advisors
Florida
$37.1M 1,202,682 -1,779,109 -60%
1
2 3 4 5