SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

438 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
6.35%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
0.91%
New
53
Increased
178
Reduced
172
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$95.3M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252M
3
LPL Financial
3
LPL Financial
California
$576M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$308M
5
ACM
5
AlphaStar Capital Management
North Carolina
$37.8M

Top Sellers

1
SC
1
Syon Capital
California
$87.8M
2
State Street
2
State Street
Massachusetts
$126M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$113M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
226
Merit Financial Group
Georgia
$1.38M -$873K -35,191 -39%
AAS
227
Avantax Advisory Services
Texas
$1.37M +$940K +37,200 +218%
LA
228
Lifeworks Advisors
Michigan
$1.37M +$683 +27 +0%
ACM
229
Absolute Capital Management
Pennsylvania
$1.32M -$112K -4,450 -8%
PWP
230
Precedent Wealth Partners
Texas
$1.29M +$81.3K +3,215 +7%
VWA
231
Visionary Wealth Advisors
Illinois
$1.27M +$135K +5,330 +12%
ARC
232
Advisor Resource Council
Texas
$1.27M -$6.78M -264,366 -84%
PAG
233
Paladin Advisory Group
Iowa
$1.23M +$17K +679 +1%
WAS
234
Winch Advisory Services
Wisconsin
$1.23M +$405K +16,030 +49%
NRI
235
NFP Retirement Inc
California
$1.2M -$365K -14,421 -23%
TA
236
TKG Advisors
Indiana
$1.19M +$47.6K +1,882 +4%
NS
237
NBC Securities
Alabama
$1.19M -$364K -14,395 -23%
RWA
238
Rooted Wealth Advisors
Illinois
$1.18M +$3.4K +136 +0.3%
AWM
239
Axxcess Wealth Management
California
$1.17M -$1.08M -42,779 -48%
IA
240
IFP Advisors
Florida
$1.16M +$76.9K +3,041 +7%
MW
241
Marcum Wealth
Ohio
$1.11M +$1.11M +43,943 New
RPSA
242
Richard P. Slaughter Associates
Texas
$1.08M +$91.5K +3,620 +9%
PWG
243
Private Wealth Group
Florida
$1.06M +$413K +16,331 +64%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$1.05M +$33.6K +1,329 +3%
AI
245
Atria Investments
North Carolina
$1M +$1M +39,720 New
EWA
246
Exencial Wealth Advisors
Oklahoma
$987K +$22.3K +883 +2%
GSC
247
G&S Capital
Colorado
$987K +$48.9K +1,935 +5%
KFS
248
Kelly Financial Services
Massachusetts
$976K -$613K -24,242 -39%
PWH
249
Priebe Wealth Holdings
Minnesota
$924K +$33.5K +1,325 +4%
ETIA
250
Epic Trust Investment Advisors
Washington
$908K +$80.3K +3,178 +10%
8 9
10
11 12