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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 %
AF
251
Advisornet Financial
Minnesota
$631K +$133K +5,247 +27%
NCM
252
Northwest Capital Management
Oregon
$610K +$610K +24,038 New
VIA
253
Vickerman Investment Advisors
Washington
$592K -$13.7K -541 -2%
SFG
254
Snider Financial Group
Washington
$590K +$212K +8,355 +56%
GIA
255
Gladstone Institutional Advisory
Florida
$578K -$59.3K -2,337 -9%
WWM
256
Western Wealth Management
Colorado
$571K +$46.4K +1,830 +9%
SFS
257
Security Financial Services
Indiana
$563K +$563K +22,211 New
SSC
258
Syverson Strege & Co
Iowa
$556K +$1.88K +74 +0.3%
LA
259
LexAurum Advisors
Kansas
$553K -$3.99M -157,145 -88%
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$552K +$3.83K +151 +0.7%
ARC
261
Advisor Resource Council
Texas
$519K -$2.07M -81,541 -80%
HA
262
Hofer & Associates
California
$499K +$21.8K +859 +5%
AT
263
American Trust
Kentucky
$481K -$2.26K -88 -0.5%
Prudential Financial
264
Prudential Financial
New Jersey
$478K +$2.03K +80 +0.4%
FCH
265
Freestone Capital Holdings
Washington
$474K +$29.3K +1,155 +7%
PPWM
266
PFG Private Wealth Management
Florida
$467K +$25.5K +1,007 +6%
DC
267
Davenport & Co
Virginia
$466K -$6.62K -261 -1%
API
268
Advisor Partners II
California
$464K +$8.97K +354 +2%
ATPW
269
Ashton Thomas Private Wealth
Arizona
$461K +$279 +11 +0.1%
AAS
270
Avantax Advisory Services
Texas
$460K +$59.3K +2,339 +15%
WS
271
Wedbush Securities
California
$456K +$204K +8,035 +81%
VC
272
Vicus Capital
Pennsylvania
$454K -$10.6K -416 -2%
CWM
273
Congress Wealth Management
Massachusetts
$452K +$79.4K +3,129 +21%
MHR
274
Matthew Hamilton Rosenberg
$442K -$524K -20,671 -54%
CA
275
Continuum Advisory
Idaho
$437K -$145K -5,730 -25%
9 10
11
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