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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 %
NFP
276
Narus Financial Partners
Utah
$436K -$110K -4,339 -20%
ZIM
277
Zacks Investment Management
Illinois
$434K -$1.11M -43,875 -72%
CWM
278
Collaborative Wealth Management
Florida
$430K -$29.2K -1,149 -6%
SI
279
Stephens Inc
Arkansas
$428K – – –
MFA
280
Millington Financial Advisors
Illinois
$421K -$74.6K -2,941 -15%
PA
281
Parallel Advisors
California
$421K -$18.1K -712 -4%
BSWM
282
Boston Standard Wealth Management
Massachusetts
$420K +$3.96K +156 +1%
TAIM
283
TD Ameritrade Investment Management
Nebraska
$414K -$21.4K -844 -5%
APWA
284
Atlas Private Wealth Advisors
New Jersey
$406K +$187K +7,372 +85%
PFA
285
Peak Financial Advisors
Colorado
$403K +$403K +15,877 New
PFM
286
Peak Financial Management
Massachusetts
$402K +$402K +15,859 New
WFAG
287
Worth Financial Advisory Group
North Carolina
$389K -$330 -13 -0.1%
AWMS
288
Advocacy Wealth Management Services
Georgia
$387K – – –
IFPL
289
Investments & Financial Planning LLC
Kentucky
$382K -$12.4K -487 -3%
HFS
290
Horizon Financial Services
North Carolina
$368K +$14.1K +557 +4%
SWIG
291
Strategic Wealth Investment Group
Kentucky
$368K -$64K -2,524 -15%
BWP
292
Balboa Wealth Partners
Arizona
$364K -$166K -6,556 -31%
IA
293
Insight Advisors
Pennsylvania
$318K +$7.38K +291 +2%
CA
294
CoreCap Advisors
Michigan
$314K +$314K +12,390 New
AR
295
Apeiron RIA
Texas
$309K -$32.6K -1,284 -10%
SAG
296
SageView Advisory Group
California
$304K +$304K +11,991 New
BL
297
Balentine LLC
Georgia
$297K -$15K -590 -5%
USCWA
298
U.S. Capital Wealth Advisors
Texas
$296K -$192K -7,568 -39%
VFM
299
Valley Financial Management
New York
$295K – – –
FFA
300
Founders Financial Alliance
North Carolina
$293K +$1.57K +62 +0.5%
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12
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