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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

406 hedge funds and large institutions have $4.9B invested in SPDR Portfolio Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-10
Holders Change %
-2.4%
% of All Funds
6.47%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.92%
New
41
Increased
187
Reduced
138
Closed
47
Calls
$39K
Puts
$5K
Net Calls
+$34K
Net Calls Change
+$12.3M

Top Buyers

1
State Street
1
State Street
Massachusetts
$177M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$275M
3
FWI
3
Facet Wealth Inc
Maryland
$49.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$94.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$35.9M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Ameriprise
3
Ameriprise
Minnesota
$7.99M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.6M
5
PAG
5
Private Advisor Group
New Jersey
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
226
Kelly Financial Services
Massachusetts
$1.09M -$229K -9,417 -17%
ZIM
227
Zacks Investment Management
Illinois
$1.08M +$661K +27,170 +159%
TA
228
TKG Advisors
Indiana
$1.04M +$91.3K +3,752 +10%
PFA
229
Pinnacle Family Advisors
Missouri
$1.01M +$10.3K +423 +1%
VWA
230
Visionary Wealth Advisors
Illinois
$1,000K +$130K +5,330 +15%
WT
231
Whittier Trust
California
$988K – – –
GSC
232
G&S Capital
Colorado
$956K +$109K +4,483 +13%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$926K +$54.6K +2,242 +6%
MIC
234
Means Investment Company
Maine
$924K -$114K -4,665 -11%
IA
235
IFG Advisory
Georgia
$897K -$11.4M -468,056 -93%
AWM
236
Austin Wealth Management
Texas
$894K +$894K +36,292 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$871K +$21K +874 +2%
RPGK
238
Retirement Planning Group (Kansas)
Kansas
$863K – – –
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$862K -$772K -31,716 -47%
HI
240
Harbour Investments
Wisconsin
$841K -$164K -6,758 -16%
CWM
241
Congress Wealth Management
Massachusetts
$830K +$396K +16,271 +91%
MA
242
Mutual Advisors
Nebraska
$820K +$6.96K +286 +0.9%
SMI
243
Shelter Mutual Insurance
Missouri
$800K – – –
KAS
244
Kestra Advisory Services
Texas
$787K +$112K +4,621 +17%
DA
245
Detalus Advisors
Missouri
$786K -$410K -16,830 -34%
GSEP
246
Golden State Equity Partners
California
$776K +$761K +31,269 +5,160%
PA
247
Parallel Advisors
California
$771K +$367K +15,084 +91%
HAG
248
HF Advisory Group
Maryland
$758K -$192K -7,888 -20%
ATC
249
Argent Trust Co
Tennessee
$748K -$122K -5,019 -14%
WAS
250
Winch Advisory Services
Wisconsin
$741K +$44.2K +1,817 +6%
8 9
10
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