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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

445 hedge funds and large institutions have $5.88B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 189 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 37

30% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 145

20% more capital invested

Capital invested by funds: $4.9B → $5.88B (+$984M)

16% more funds holding in top 10

Funds holding in top 10: 58 → 67 (+9)

9% more funds holding

Funds holding: 407 → 445 (+38)

1.92% more ownership

Funds ownership: 75.21% → 77.13% (+1.9%)

Holders
445
Holders Change
+38
Holders Change %
+9.34%
% of All Funds
6.49%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.98%
New
82
Increased
189
Reduced
145
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Syon Capital
California
+$166M
2
BAAM
Baker Avenue Asset Management
California
+$68.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$62.2M
4
TFA
Tobias Financial Advisors
Florida
+$49.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$41.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$57.5M
2
GAG
GM Advisory Group
New York
-$49.1M
3
LPL Financial
LPL Financial
California
-$21.8M
4
GWP
Gateway Wealth Partners
Wisconsin
-$13.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
226
Strategic Wealth Partners
Ohio
$1.51M +$53.1K +2,157 +4%
ACM
227
Absolute Capital Management
Pennsylvania
$1.45M +$1.39M +56,621 New
CIC
228
Carnegie Investment Counsel
Ohio
$1.42M -$64.1K -2,607 -4%
FI
229
FWG Investments
Kentucky
$1.39M +$1.33M +54,234 New
LA
230
Lifeworks Advisors
Michigan
$1.39M -$215K -8,740 -14%
BWG
231
Balanced Wealth Group
Ohio
$1.38M +$1.33M +53,881 New
CCM
232
Crabel Capital Management
California
$1.38M +$1.32M +53,808 New
FTA
233
Financial & Tax Architects
Missouri
$1.37M -$943K -38,352 -42%
VBFP
234
Valtinson Bruner Financial Planning
Minnesota
$1.33M +$47.4K +1,926 +4%
CWM
235
Congress Wealth Management
Massachusetts
$1.32M +$432K +17,555 +51%
LNC
236
Lincoln National Corp
Pennsylvania
$1.32M +$134K +5,452 +12%
PAG
237
Paladin Advisory Group
Iowa
$1.25M +$515K +20,931 +76%
KAS
238
Kestra Advisory Services
Texas
$1.23M +$383K +15,580 +48%
PWP
239
Precedent Wealth Partners
Texas
$1.23M +$1.18M +47,789 New
FGAM
240
Financial Gravity Asset Management
Texas
$1.22M – – –
PCA
241
Prosperity Capital Advisors
Ohio
$1.21M -$89.1K -3,623 -7%
CAS
242
Coppell Advisory Solutions
Texas
$1.2M -$1.17M -47,386 -50%
HWP
243
Hibernia Wealth Partners
Louisiana
$1.2M +$1.15M +46,655 New
RWA
244
Rooted Wealth Advisors
Illinois
$1.19M -$352K -14,308 -23%
PA
245
PFW Advisors
Georgia
$1.17M +$1.12M +45,549 New
TA
246
TKG Advisors
Indiana
$1.16M +$58.7K +2,386 +6%
VWA
247
Visionary Wealth Advisors
Illinois
$1.15M +$91.3K +3,712 +9%
IA
248
IFP Advisors
Florida
$1.1M -$597K -24,258 -36%
SCM
249
Steele Capital Management
Iowa
$1.09M +$1.05M +42,696 New
Prudential Financial
250
Prudential Financial
New Jersey
$1.09M +$413K +16,780 +65%
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10
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