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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 %
CWM
251
Congress Wealth Management
Massachusetts
$873K -$433K -17,130 -33%
HAG
252
HF Advisory Group
Maryland
$867K +$30.8K +1,220 +4%
FWP
253
Falcon Wealth Planning
California
$855K -$56.7K -2,241 -6%
MA
254
Mutual Advisors
Nebraska
$843K +$80.2K +3,171 +11%
SMI
255
Shelter Mutual Insurance
Missouri
$832K – – –
AWM
256
Austin Wealth Management
Texas
$816K -$39.8K -1,594 -5%
KAS
257
Kestra Advisory Services
Texas
$791K -$420K -16,619 -35%
CA
258
CoreCap Advisors
Michigan
$777K +$462K +18,288 +147%
BAM
259
Belpointe Asset Management
Nevada
$760K +$760K +30,075 New
SCM
260
Steele Capital Management
Iowa
$748K -$331K -13,088 -31%
FTA
261
Financial & Tax Architects
Missouri
$747K -$606K -23,977 -45%
Prudential Financial
262
Prudential Financial
New Jersey
$740K -$335K -13,245 -31%
CASC
263
Coppell Advisory Solutions Corp
Texas
$728K +$728K +28,800 New
WS
264
Wedbush Securities
California
$724K +$58.4K +2,311 +9%
MIC
265
Means Investment Company
Maine
$708K -$117K -4,646 -14%
HI
266
Harbour Investments
Wisconsin
$695K -$304K -12,020 -30%
RFS
267
Richardson Financial Services
Massachusetts
$680K -$83.2K -3,325 -11%
ATC
268
Argent Trust Co
Tennessee
$658K -$45.4K -1,796 -6%
CWM
269
Cornerstone Wealth Management
Missouri
$644K +$2.33K +92 +0.4%
O3W
270
Omni 360 Wealth
New Jersey
$642K -$259K -10,245 -29%
AF
271
Advisornet Financial
Minnesota
$637K +$21.8K +863 +4%
FWM
272
Forza Wealth Management
Florida
$636K +$636K +25,150 New
GWAG
273
Garrett Wealth Advisory Group
Texas
$617K -$18.5M -731,991 -97%
AG
274
Ascent Group
Virginia
$583K +$315K +12,456 +117%
SFG
275
Snider Financial Group
Washington
$547K +$5.13K +203 +0.9%
9 10
11
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