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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

444 hedge funds and large institutions have $5.88B invested in SPDR Portfolio Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+38
Holders Change %
+9.36%
% of All Funds
6.51%
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
188
Reduced
145
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Syon Capital
California
$178M
2
BAAM
Baker Avenue Asset Management
California
$71.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$164M
4
TFA
Tobias Financial Advisors
Florida
$71.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$57.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$24.7M
2
GAG
GM Advisory Group
New York
$27.6M
3
LPL Financial
LPL Financial
California
$518M
4
GWP
Gateway Wealth Partners
Wisconsin
$4.91M
5
Bank of America
Bank of America
North Carolina
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$1.08M +$160K +6,257 +17%
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$1.08M +$1.08M +41,944 New
PFA
253
Pinnacle Family Advisors
Missouri
$1.04M -$29.1K -1,134 -3%
Natixis Advisors
254
Natixis Advisors
Massachusetts
$1.03M +$55.4K +2,163 +6%
HI
255
Harbour Investments
Wisconsin
$1.01M +$128K +4,986 +14%
RPSA
256
Richard P. Slaughter Associates
Texas
$1M +$269K +10,495 +37%
EWA
257
Exencial Wealth Advisors
Oklahoma
$979K -$371K -14,457 -27%
WT
258
Whittier Trust
California
$961K -$78.9K -3,080 -8%
GSC
259
G&S Capital
Colorado
$951K -$55.4K -2,159 -5%
FWP
260
Falcon Wealth Planning
California
$924K +$516K +20,144 +127%
TLFA
261
True Link Financial Advisors
California
$916K -$719K -28,055 -44%
O3W
262
Omni 360 Wealth
New Jersey
$914K +$914K +35,655 New
IA
263
IFG Advisory
Georgia
$909K -$36.1K -1,409 -4%
PWH
264
Priebe Wealth Holdings
Minnesota
$904K +$904K +35,240 New
AWM
265
Austin Wealth Management
Texas
$858K -$51.6K -2,060 -6%
HAG
266
HF Advisory Group
Maryland
$848K +$49.2K +1,920 +6%
SMI
267
Shelter Mutual Insurance
Missouri
$844K – – –
ETIA
268
Epic Trust Investment Advisors
Washington
$840K +$614K +23,959 +272%
WAS
269
Winch Advisory Services
Wisconsin
$839K +$58.2K +2,269 +7%
MIC
270
Means Investment Company
Maine
$837K -$137K -5,336 -14%
GSEP
271
Golden State Equity Partners
California
$811K -$6.33K -247 -0.8%
MWM
272
Meridian Wealth Management
Kentucky
$785K +$274K +10,672 +54%
RFS
273
Richardson Financial Services
Massachusetts
$782K +$782K +30,505 New
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$781K -$127K -4,961 -14%
MA
275
Mutual Advisors
Nebraska
$774K -$89.6K -3,496 -10%
9 10
11
12 13