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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 %
SWIG
276
Strategic Wealth Investment Group
Kentucky
$439K -$77.9K -3,020 -15%
SI
277
Stephens Inc
Arkansas
$435K – – –
BSWM
278
Boston Standard Wealth Management
Massachusetts
$423K +$1.7K +66 +0.4%
PAG
279
Paladin Advisory Group
Iowa
$419K +$419K +16,260 New
MA
280
Mutual Advisors
Nebraska
$418K -$49.4K -1,917 -11%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$417K -$267K -10,355 -39%
AAS
282
Avantax Advisory Services
Texas
$407K +$35K +1,357 +9%
IFPL
283
Investments & Financial Planning LLC
Kentucky
$401K -$35.2K -1,365 -8%
SDWIA
284
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$400K +$400K +15,524 New
WFAG
285
Worth Financial Advisory Group
North Carolina
$395K +$89.5K +3,469 +29%
AWMS
286
Advocacy Wealth Management Services
Georgia
$393K +$42K +1,629 +12%
SFG
287
Snider Financial Group
Washington
$384K +$2.17K +84 +0.6%
AAS
288
Ameritas Advisory Services
Nebraska
$383K – – –
CWM
289
Congress Wealth Management
Massachusetts
$379K -$89.9K -3,487 -19%
MWM
290
Meridian Wealth Management
Kentucky
$375K +$375K +14,555 New
SWP
291
Stratos Wealth Partners
Ohio
$370K -$335K -12,990 -48%
HFS
292
Horizon Financial Services
North Carolina
$360K +$44.9K +1,742 +14%
DWM
293
Darwin Wealth Management
Florida
$355K -$43.9K -1,716 -11%
FFN
294
Focus Financial Network
Minnesota
$350K +$350K +13,561 New
CAG
295
Csenge Advisory Group
Florida
$348K -$206K -7,969 -37%
AR
296
Apeiron RIA
Texas
$347K -$9.67K -375 -3%
ISWM
297
Independent Solutions Wealth Management
New York
$334K -$64.8K -2,513 -16%
WIA
298
World Investment Advisors
California
$330K +$45.9K +1,780 +16%
MW
299
Marcum Wealth
Ohio
$327K -$25.9K -1,003 -7%
SG
300
StoneX Group
New York
$323K +$323K +12,543 New
10 11
12
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