State Street SPDR Portfolio Aggregate Bond ETF
SPAB
338 hedge funds and large institutions have $4.02B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 28 closing their positions.
139% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 28
67% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 92
15% more funds holding in top 10
Funds holding in top 10: 55 → 63 (+8)
12% more funds holding
Funds holding: 303 → 338 (+35)
6% more capital invested
Capital invested by funds: $3.78B → $4.02B (+$238M)
2.62% more ownership
Funds ownership: 70.69% → 73.31% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Model Capital Management
Wellesley,
Massachusetts
|
+$73.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$42.5M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$40.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$35M |
| 5 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$115M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$53.4M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$25.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$20.8M |
SPAB Hedge Fund Activity: Q4 2020 in Review
338 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2020, worth a combined $4.02B — up 6.3% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SPAB positions and 28 closed out — a net gain of 39 holders — while 154 added to existing stakes and 92 trimmed.
The largest buyer was Model Capital Management, opening a new position worth an estimated $73.1M. The largest seller was Stadion Money Management, cutting an estimated $115M.
- 338 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2020, up from 303 in Q3 2020.
- Funds reported $4.02B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2020, up 6.3% quarter-over-quarter.
- 67 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2020 and 28 closed out, a net change of +39 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2020 was Model Capital Management, an estimated $73.1M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2020 was Stadion Money Management, an estimated $115M sold.
Based on aggregated 13F filings for Q4 2020.