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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 %
RSA
251
River Street Advisors
Illinois
$574K +$4.67K +181 +0.8%
SFC
252
Strategic Financial Concepts
Texas
$564K +$564K +21,876 New
SSC
253
Syverson Strege & Co
Iowa
$563K +$1.19K +46 +0.2%
FMWA
254
Forvis Mazars Wealth Advisors
Missouri
$557K -$23K -893 -4%
NFP
255
Narus Financial Partners
Utah
$555K +$69.4K +2,692 +14%
BFG
256
Buttonwood Financial Group
Missouri
$554K +$111K +4,289 +25%
BWP
257
Balboa Wealth Partners
Arizona
$540K -$394K -15,263 -42%
WWM
258
Western Wealth Management
Colorado
$534K +$252K +9,788 +90%
CW
259
CreativeOne Wealth
Kansas
$508K -$764K -29,659 -60%
AF
260
Advisornet Financial
Minnesota
$506K +$7.84K +304 +2%
MFA
261
Millington Financial Advisors
Illinois
$504K +$284 +11 +0.1%
USCWA
262
U.S. Capital Wealth Advisors
Texas
$496K -$976K -37,840 -66%
OFG
263
OTA Financial Group
New York
$492K +$492K +19,108 New
Prudential Financial
264
Prudential Financial
New Jersey
$484K +$177K +6,861 +58%
DC
265
Davenport & Co
Virginia
$481K -$8.9K -345 -2%
VC
266
Vicus Capital
Pennsylvania
$472K -$9.47K -367 -2%
HA
267
Hofer & Associates
California
$472K – – –
ATPW
268
Ashton Thomas Private Wealth
Arizona
$469K -$420K -16,286 -47%
LNC
269
Lincoln National Corp
Pennsylvania
$468K +$228K +8,840 +95%
CWM
270
Collaborative Wealth Management
Florida
$467K -$458K -17,740 -49%
API
271
Advisor Partners II
California
$463K -$5.18K -201 -1%
FCH
272
Freestone Capital Holdings
Washington
$452K – – –
PPWM
273
PFG Private Wealth Management
Florida
$449K +$45.1K +1,749 +11%
PA
274
Parallel Advisors
California
$446K -$25.2K -977 -5%
TAIM
275
TD Ameritrade Investment Management
Nebraska
$442K -$74.1K -2,874 -14%
9 10
11
12 13