State Street SPDR Portfolio Aggregate Bond ETF
SPAB
359 hedge funds and large institutions have $4.41B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 178 increasing their positions, 106 reducing their positions, and 20 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 106
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
1% more funds holding
Funds holding: 354 → 359 (+5)
5% less capital invested
Capital invested by funds: $4.66B → $4.41B (-$244M)
5% less funds holding in top 10
Funds holding in top 10: 56 → 53 (-3)
8.38% less ownership
Funds ownership: 76.32% → 67.94% (-8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$24.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$22.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$21.2M |
| 5 |
AssetMark Inc
Concord,
California
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$252M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$122M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$19.3M |
| 4 |
AFG
Affinia Financial Group
Burlington,
Massachusetts
|
-$14.8M |
| 5 |
HR
Hayden Royal
Charlotte,
North Carolina
|
-$11.8M |
SPAB Hedge Fund Activity: Q3 2021 in Review
359 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q3 2021, worth a combined $4.41B — down 5.2% from $4.66B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SPAB positions and 20 closed out — a net gain of 13 holders — while 178 added to existing stakes and 106 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $31.7M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $252M sold.
- 359 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q3 2021, up from 354 in Q2 2021.
- Funds reported $4.41B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q3 2021, down 5.2% quarter-over-quarter.
- 33 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q3 2021 and 20 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $31.7M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $252M sold.
Based on aggregated 13F filings for Q3 2021.