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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

303 hedge funds and large institutions have $3.78B invested in SPDR Portfolio Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 26 closing their positions.

Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.13%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
1.11%
New
36
Increased
152
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$143M
2
WCWM
2
Willow Creek Wealth Management
California
$53.3M
3
LPL Financial
3
LPL Financial
California
$184M
4
UBS Group
4
UBS Group
Switzerland
$30.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$281M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HI
3
Horizon Investments
North Carolina
$61.4M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
NC
5
NewSquare Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$281M 9,106,631 -1,643,166 -15%
RIG
2
RiverFront Investment Group
Virginia
$223M 7,243,907 +123,579 +2%
LPL Financial
3
LPL Financial
California
$184M 5,977,047 +1,463,381 +32%
GI
4
Gradient Investments
Minnesota
$163M 5,290,247 +347,602 +7%
SMM
5
Stadion Money Management
Georgia
$143M 4,629,425 +3,628,113 +362%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$131M 4,258,577 +309,003 +8%
CPO
7
Cerity Partners OCIO
New York
$129M 4,182,900 +326,942 +8%
TC
8
TownSquare Capital
Utah
$76.7M 2,498,798 +164,809 +7%
RJA
9
Raymond James & Associates
Florida
$74.2M 2,407,257 -3,550 -0.1%
FWM
10
Frontier Wealth Management
Missouri
$72.4M 2,351,200 +229,697 +11%
TC
11
Trilogy Capital
California
$71M 2,305,059 +259,647 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$66.8M 2,167,092 +531,142 +32%
Creative Planning
13
Creative Planning
Kansas
$63.4M 2,056,811 -98,005 -5%
Ameriprise
14
Ameriprise
Minnesota
$61.8M 1,917,522 +2,566 +0.1%
HI
15
Horizon Investments
North Carolina
$61.4M 1,991,698 -1,139,740 -36%
BAAM
16
Baker Avenue Asset Management
California
$60.7M 1,970,200 +314,361 +19%
AF
17
Allworth Financial
California
$60.7M 1,969,996 -67,584 -3%
AssetMark Inc
18
AssetMark Inc
California
$57.3M 1,859,007 -544,083 -23%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
WCWM
20
Willow Creek Wealth Management
California
$53.3M 1,731,436 +1,591,822 +1,140%
PAG
21
Private Advisor Group
New Jersey
$51.8M 1,681,081 -124,119 -7%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$48.3M 1,572,206 +106,407 +7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$44.5M 1,445,789 +662,567 +85%
TFA
24
Tobias Financial Advisors
Florida
$42.8M 1,388,118 +137,492 +11%
PI
25
PFS Investments
Georgia
$42.2M 1,368,725 +170,572 +14%
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