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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

416 hedge funds and large institutions have $4.72B invested in SPDR Portfolio Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 139 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.56%
Holding in Top 10
57
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.62%
% of All Funds
0.9%
New
45
Increased
190
Reduced
139
Closed
40
Calls
$200K
Puts
$12.4M
Net Calls
-$12.2M
Net Calls Change
-$1.25M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$178M
2
LPL Financial
2
LPL Financial
California
$512M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$160M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$187M
5
JFG
5
Jefferies Financial Group
New York
$37.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$91.1M
2
AssetMark Inc
2
AssetMark Inc
California
$30.4M
3
RWA
3
Rooted Wealth Advisors
Illinois
$1.84M
4
GI
4
Gradient Investments
Minnesota
$128M
5
RJA
5
Raymond James & Associates
Florida
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
226
HF Advisory Group
Maryland
$990K +$39.2K +1,546 +4%
NRI
227
NFP Retirement Inc
California
$935K +$76 +3 +0%
RCIM
228
Red Cedar Investment Management
Michigan
$925K +$125K +4,908 +16%
BAAM
229
Baker Avenue Asset Management
California
$908K -$623K -24,541 -41%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$908K +$21.7K +857 +2%
ATC
231
Argent Trust Co
Tennessee
$907K +$907K +35,759 New
VWA
232
Visionary Wealth Advisors
Illinois
$907K +$96.8K +3,817 +12%
RPGK
233
Retirement Planning Group (Kansas)
Kansas
$900K -$7.43K -293 -0.8%
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$895K -$8.02K -316 -0.9%
GSC
235
G&S Capital
Colorado
$882K -$49.4K -1,947 -5%
MA
236
Mutual Advisors
Nebraska
$847K +$435K +17,164 +106%
BMD
237
Better Money Decisions
New Mexico
$842K +$11.5K +453 +1%
SMI
238
Shelter Mutual Insurance
Missouri
$835K +$835K +32,900 New
WEG
239
World Equity Group
Illinois
$811K -$754K -29,728 -48%
RSA
240
River Street Advisors
Illinois
$789K +$224K +8,814 +40%
BFA
241
Beaumont Financial Advisors
Massachusetts
$784K – – –
MWM
242
Meridian Wealth Management
Kentucky
$780K +$411K +16,204 +111%
ACM
243
AlphaStar Capital Management
North Carolina
$768K -$919K -36,232 -54%
AO
244
Advisor OS
Illinois
$757K -$1.55K -61 -0.2%
WAS
245
Winch Advisory Services
Wisconsin
$726K +$21.8K +858 +3%
KAS
246
Kestra Advisory Services
Texas
$703K -$575K -22,647 -45%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$680K +$655K +16,031 +2,607%
PAG
248
Paladin Advisory Group
Iowa
$665K +$253K +9,963 +61%
SA
249
Shilanski & Associates
Alaska
$665K +$1.67K +66 +0.3%
CAM
250
Clark Asset Management
New Hampshire
$646K +$646K +25,461 New
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10
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