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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 %
AO
251
Advisor OS
Illinois
$725K -$1.12K -46 -0.2%
CWM
252
Collaborative Wealth Management
Florida
$718K +$306K +12,552 +74%
RPSA
253
Richard P. Slaughter Associates
Texas
$694K +$694K +28,525 New
RSA
254
River Street Advisors
Illinois
$685K -$71.9K -2,955 -10%
CIC
255
Cutler Investment Counsel
Oregon
$675K +$675K +27,742 New
PAG
256
Paladin Advisory Group
Iowa
$672K +$34.2K +1,406 +5%
Prudential Financial
257
Prudential Financial
New Jersey
$626K +$167K +6,880 +36%
VIA
258
Vickerman Investment Advisors
Washington
$600K +$32K +1,316 +6%
AF
259
Advisornet Financial
Minnesota
$596K -$8.81K -362 -1%
ACM
260
AlphaStar Capital Management
North Carolina
$580K -$156K -6,421 -21%
WS
261
Wedbush Securities
California
$565K +$127K +5,237 +29%
SFG
262
Snider Financial Group
Washington
$554K -$12.6K -518 -2%
Renaissance Technologies
263
Renaissance Technologies
New York
$543K +$543K +22,300 New
WWM
264
Western Wealth Management
Colorado
$537K -$10.8K -443 -2%
LA
265
LexAurum Advisors
Kansas
$537K +$5.96K +245 +1%
GIA
266
Gladstone Institutional Advisory
Florida
$535K -$19.1K -786 -3%
AG
267
Ascent Group
Virginia
$503K +$268K +11,047 +114%
MWM
268
Meridian Wealth Management
Kentucky
$485K -$264K -10,827 -35%
HA
269
Hofer & Associates
California
$465K -$13.6K -557 -3%
VC
270
Vicus Capital
Pennsylvania
$457K +$21.2K +873 +5%
FCH
271
Freestone Capital Holdings
Washington
$455K – – –
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$448K -$81.4K -3,343 -15%
API
273
Advisor Partners II
California
$436K -$9.17K -377 -2%
WC
274
Waterloo Capital
Texas
$436K +$233K +9,561 +115%
BCM
275
Brookstone Capital Management
Illinois
$436K -$3.67M -154,650 -89%
9 10
11
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