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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

415 hedge funds and large institutions have $4.45B invested in SPDR Portfolio Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 184 increasing their positions, 146 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-7
Holders Change %
-1.66%
% of All Funds
6.64%
Holding in Top 10
52
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.86%
% of All Funds
0.83%
New
47
Increased
184
Reduced
146
Closed
47
Calls
$3K
Puts
$11M
Net Calls
-$11M
Net Calls Change
-$11.5M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$436M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$98.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$85M
4
GLR
4
Great Lakes Retirement
Ohio
$51.3M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$82.2M
2
RA
2
Rational Advisors
New York
$0
3
State Street
3
State Street
Massachusetts
$353M
4
TC
4
Trilogy Capital
California
$47.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSC
226
G&S Capital
Colorado
$947K +$47.9K +1,856 +5%
RPGK
227
Retirement Planning Group (Kansas)
Kansas
$922K – – –
National Bank of Canada
228
National Bank of Canada
Quebec, Canada
$918K +$183K +7,099 +25%
Natixis Advisors
229
Natixis Advisors
Massachusetts
$901K -$47.5K -1,841 -5%
B
230
Bridgeworth
Alabama
$892K +$892K +34,568 New
TSS
231
Two Sigma Securities
New York
$863K +$414K +16,071 +92%
Charles Schwab
232
Charles Schwab
California
$862K -$1.35M -52,444 -61%
TA
233
TKG Advisors
Indiana
$848K +$26.3K +1,021 +3%
BMD
234
Better Money Decisions
New Mexico
$844K +$10.1K +392 +1%
VWA
235
Visionary Wealth Advisors
Illinois
$824K +$90.5K +3,508 +12%
RCIM
236
Red Cedar Investment Management
Michigan
$814K – – –
CF
237
Centaurus Financial
California
$787K +$659K +25,551 +516%
BFA
238
Beaumont Financial Advisors
Massachusetts
$784K -$9.75K -378 -1%
AO
239
Advisor OS
Illinois
$771K +$554K +21,476 +255%
WEG
240
World Equity Group
Illinois
$738K +$461K +38,536 +167%
BAM
241
Belpointe Asset Management
Nevada
$721K -$146K -5,664 -17%
WAS
242
Winch Advisory Services
Wisconsin
$716K +$32.3K +1,254 +5%
OMC
243
Old Mission Capital
Illinois
$688K -$14.8M -575,255 -96%
SA
244
Shilanski & Associates
Alaska
$680K +$676 +26 +0.1%
SW
245
SlateStone Wealth
Florida
$678K -$146K -5,678 -18%
HI
246
Harbour Investments
Wisconsin
$661K -$80.8K -3,132 -11%
GIA
247
Gladstone Institutional Advisory
Florida
$648K -$21.1K -820 -3%
VIA
248
Vickerman Investment Advisors
Washington
$616K +$15.9K +615 +3%
CA
249
Continuum Advisory
Idaho
$592K -$623K -24,160 -51%
MCC
250
Money Concepts Capital
Florida
$580K -$40.1K -3,951 -6%
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10
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