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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

354 hedge funds and large institutions have $5.16B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
354
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
6.18%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.98%
New
29
Increased
176
Reduced
113
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$517M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$252M
3
RIG
3
RiverFront Investment Group
Virginia
$339M
4
State Street
4
State Street
Massachusetts
$386M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$5.73M
2
MCM
2
Model Capital Management
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$43M
4
GWM
4
Geneos Wealth Management
Colorado
$980K
5
BAAM
5
Baker Avenue Asset Management
California
$52.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WFS
1
Weitzel Financial Services
Iowa
$517M 15,617,091 +15,123,813 +3,066%
State Street
2
State Street
Massachusetts
$386M 12,860,590 +2,888,267 +29%
RIG
3
RiverFront Investment Group
Virginia
$339M 11,310,572 +3,819,224 +51%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$252M 8,384,142 +8,383,811 +2,532,873%
GI
5
Gradient Investments
Minnesota
$204M 6,798,096 +327,743 +5%
LPL Financial
6
LPL Financial
California
$196M 6,538,569 -483,472 -7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$182M 6,048,006 +1,481,304 +32%
CPO
8
Cerity Partners OCIO
New York
$176M 5,866,262 +427,382 +8%
FWM
9
Frontier Wealth Management
Missouri
$97.1M 3,236,555 +518,195 +19%
WCWM
10
Willow Creek Wealth Management
California
$87.9M 2,928,696 +188,436 +7%
TC
11
Trilogy Capital
California
$87.4M 2,904,920 +79,213 +3%
RA
12
RFG Advisory
Alabama
$76M 2,533,524 +521,284 +26%
AA
13
Advisory Alpha
Michigan
$73.3M 2,444,025 +244,270 +11%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$70.4M 2,332,312 +105,366 +5%
RJA
15
Raymond James & Associates
Florida
$68.5M 2,282,824 +648,373 +40%
Osaic Holdings
16
Osaic Holdings
Arizona
$68M 2,267,221 +145,007 +7%
PAG
17
Private Advisor Group
New Jersey
$60.9M 2,030,055 -485,318 -19%
AF
18
Allworth Financial
California
$55.2M 1,838,194 -26,033 -1%
Creative Planning
19
Creative Planning
Kansas
$54.8M 1,827,597 -77,012 -4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,821,720 – –
BAAM
21
Baker Avenue Asset Management
California
$52.9M 1,764,149 -490,779 -22%
WP
22
WealthSource Partners
California
$51.7M 1,723,010 +420,762 +32%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$49.3M 1,642,110 +170,319 +12%
Ameriprise
24
Ameriprise
Minnesota
$47.4M 1,580,679 -275,565 -15%
Morgan Stanley
25
Morgan Stanley
New York
$45.2M 1,505,932 +383,379 +34%
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