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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

338 hedge funds and large institutions have $4.02B invested in 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.

Holders
338
Holders Change
+35
Holders Change %
+11.55%
% of All Funds
6%
Holding in Top 10
63
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.55%
% of All Funds
1.12%
New
67
Increased
154
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Model Capital Management
Massachusetts
$73.2M
2
AssetMark Inc
2
AssetMark Inc
California
$99.9M
3
LPL Financial
3
LPL Financial
California
$219M
4
KW
4
KWB Wealth
California
$28.9M
5
TWM
5
Trinity Wealth Management
Pennsylvania
$24.9M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$27.7M
2
HI
2
Horizon Investments
North Carolina
$7.77M
3
PI
3
PFS Investments
Georgia
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
RJA
5
Raymond James & Associates
Florida
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$289M 9,390,740 +284,109 +3%
RIG
2
RiverFront Investment Group
Virginia
$227M 7,385,630 +141,723 +2%
LPL Financial
3
LPL Financial
California
$219M 7,116,068 +1,139,021 +19%
GI
4
Gradient Investments
Minnesota
$161M 5,234,759 -55,488 -1%
CPO
5
Cerity Partners OCIO
New York
$151M 4,899,868 +716,968 +17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$116M 3,765,892 -492,685 -12%
AssetMark Inc
7
AssetMark Inc
California
$99.9M 3,243,594 +1,384,587 +74%
TC
8
TownSquare Capital
Utah
$83.8M 2,721,144 +222,346 +9%
TC
9
Trilogy Capital
California
$83.1M 2,699,791 +394,732 +17%
WCWM
10
Willow Creek Wealth Management
California
$75.6M 2,454,294 +722,858 +42%
MCM
11
Model Capital Management
Massachusetts
$73.2M 2,378,634 +2,378,634 New
FWM
12
Frontier Wealth Management
Missouri
$72.7M 2,362,183 +10,983 +0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$68.2M 2,214,551 +47,459 +2%
BAAM
14
Baker Avenue Asset Management
California
$67.3M 2,186,556 +216,356 +11%
Creative Planning
15
Creative Planning
Kansas
$61.5M 1,998,564 -58,247 -3%
AF
16
Allworth Financial
California
$60M 1,947,491 -22,505 -1%
PAG
17
Private Advisor Group
New Jersey
$59.8M 1,942,799 +261,718 +16%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$59M 1,931,848 +359,642 +23%
Ameriprise
19
Ameriprise
Minnesota
$54.7M 1,777,153 -140,369 -7%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
RJA
21
Raymond James & Associates
Florida
$53.3M 1,731,093 -676,164 -28%
TFA
22
Tobias Financial Advisors
Florida
$46.2M 1,501,150 +113,032 +8%
RA
23
RFG Advisory
Alabama
$40.4M 1,324,268 +30,522 +2%
BFG
24
Barber Financial Group
Kansas
$38.7M 1,257,831 -62,404 -5%
EWF
25
Epstein & White Financial
California
$37.6M 1,220,688 +149,774 +14%
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