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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

359 hedge funds and large institutions have $4.41B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 108 reducing their positions, and 20 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
6.31%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.93%
New
33
Increased
176
Reduced
108
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$212M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M
3
LPL Financial
3
LPL Financial
California
$217M
4
State Street
4
State Street
Massachusetts
$405M
5
AssetMark Inc
5
AssetMark Inc
California
$63.5M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$15.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$216M
4
W
4
Wealthquest
Ohio
$2.54M
5
AFG
5
Affinia Financial Group
Massachusetts
$390K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$405M 13,563,762 +703,172 +5%
GI
2
Gradient Investments
Minnesota
$222M 7,439,167 +641,071 +9%
LPL Financial
3
LPL Financial
California
$217M 7,281,804 +743,235 +11%
RIG
4
RiverFront Investment Group
Virginia
$216M 7,248,840 -4,061,732 -36%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$212M 7,100,401 +1,052,395 +17%
CPO
6
Cerity Partners OCIO
New York
$183M 6,146,354 +280,092 +5%
FWM
7
Frontier Wealth Management
Missouri
$100M 3,364,320 +127,765 +4%
RA
8
RFG Advisory
Alabama
$91.8M 3,073,966 +540,442 +21%
WCWM
9
Willow Creek Wealth Management
California
$90.1M 3,017,193 +88,497 +3%
AA
10
Advisory Alpha
Michigan
$87M 2,916,022 +471,997 +19%
TC
11
Trilogy Capital
California
$86.1M 2,883,507 -21,413 -0.7%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$78.3M 2,633,598 +301,286 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$72.9M 2,442,089 +174,868 +8%
PAG
14
Private Advisor Group
New Jersey
$69.2M 2,318,332 +288,277 +14%
RJA
15
Raymond James & Associates
Florida
$64.3M 2,154,988 -127,836 -6%
AssetMark Inc
16
AssetMark Inc
California
$63.5M 2,127,036 +694,366 +48%
WP
17
WealthSource Partners
California
$55.9M 1,871,716 +148,706 +9%
BAAM
18
Baker Avenue Asset Management
California
$54.2M 1,816,201 +52,052 +3%
AF
19
Allworth Financial
California
$54.1M 1,813,079 -25,115 -1%
Creative Planning
20
Creative Planning
Kansas
$52.3M 1,752,314 -75,283 -4%
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$51M 1,708,961 +66,851 +4%
Ameriprise
22
Ameriprise
Minnesota
$49.4M 1,653,915 +73,236 +5%
Morgan Stanley
23
Morgan Stanley
New York
$48M 1,607,423 +101,491 +7%
BFG
24
Barber Financial Group
Kansas
$45.4M 1,521,705 +151,164 +11%
SPA
25
Sentinel Pension Advisors
Massachusetts
$44.2M 1,479,915 +203,552 +16%
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