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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

356 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 22 closing their positions.

Holders
356
Holders Change
+18
Holders Change %
+5.33%
% of All Funds
6.27%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.09%
New
45
Increased
157
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$65.2M
2
WP
2
WealthSource Partners
California
$38.6M
3
GI
3
Gradient Investments
Minnesota
$192M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
TFA
5
Tobias Financial Advisors
Florida
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$296M 9,972,323 +581,583 +6%
RIG
2
RiverFront Investment Group
Virginia
$222M 7,491,348 +105,718 +1%
LPL Financial
3
LPL Financial
California
$208M 7,022,041 -94,027 -1%
GI
4
Gradient Investments
Minnesota
$192M 6,470,353 +1,235,594 +24%
CPO
5
Cerity Partners OCIO
New York
$161M 5,438,880 +539,012 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$135M 4,566,702 +800,810 +21%
AssetMark Inc
7
AssetMark Inc
California
$106M 3,572,478 +328,884 +10%
TC
8
TownSquare Capital
Utah
$98.5M 3,321,046 +599,902 +22%
MCM
9
Model Capital Management
Massachusetts
$87.1M 2,937,695 +559,061 +24%
TC
10
Trilogy Capital
California
$83.8M 2,825,707 +125,916 +5%
WCWM
11
Willow Creek Wealth Management
California
$81.2M 2,740,260 +285,966 +12%
FWM
12
Frontier Wealth Management
Missouri
$80.6M 2,718,360 +356,177 +15%
PAG
13
Private Advisor Group
New Jersey
$74.6M 2,515,373 +572,574 +29%
BAAM
14
Baker Avenue Asset Management
California
$66.9M 2,254,928 +68,372 +3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$66.3M 2,226,946 +295,098 +15%
AA
16
Advisory Alpha
Michigan
$65.2M 2,199,755 +2,199,755 New
Osaic Holdings
17
Osaic Holdings
Arizona
$62.9M 2,122,214 -92,337 -4%
RA
18
RFG Advisory
Alabama
$59.7M 2,012,240 +687,972 +52%
Creative Planning
19
Creative Planning
Kansas
$56.5M 1,904,609 -93,955 -5%
AF
20
Allworth Financial
California
$55.3M 1,864,227 -83,264 -4%
Ameriprise
21
Ameriprise
Minnesota
$55M 1,856,244 +79,091 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
RJA
23
Raymond James & Associates
Florida
$48.5M 1,634,451 -96,642 -6%
NEWAS
24
N.E.W. Advisory Services
Wisconsin
$43.7M 1,471,791 +371,544 +34%
GWM
25
Geneos Wealth Management
Colorado
$41.6M 1,396,810 +55,841 +4%
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