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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 %
BAAM
276
Baker Avenue Asset Management
California
$433K -$439K -18,017 -50%
MFA
277
Millington Financial Advisors
Illinois
$431K +$27.1K +1,113 +7%
HFS
278
Horizon Financial Services
North Carolina
$430K +$76.7K +3,153 +22%
DC
279
Davenport & Co
Virginia
$429K -$17.8K -733 -4%
NFP
280
Narus Financial Partners
Utah
$426K +$8.28K +340 +2%
BSWM
281
Boston Standard Wealth Management
Massachusetts
$421K +$18.4K +755 +5%
SA
282
Shilanski & Associates
Alaska
$419K -$219K -9,016 -34%
WEG
283
World Equity Group
Illinois
$413K -$365K -14,993 -47%
Vanguard Group
284
Vanguard Group
Pennsylvania
$409K +$409K +16,801 New
APWA
285
Atlas Private Wealth Advisors
New Jersey
$400K +$9.98K +410 +3%
FWP
286
Falcon Wealth Planning
California
$387K +$136K +5,593 +54%
AAS
287
Ameritas Advisory Services
Nebraska
$373K +$373K +15,371 New
WFAG
288
Worth Financial Advisory Group
North Carolina
$373K -$316 -13 -0.1%
AWMS
289
Advocacy Wealth Management Services
Georgia
$371K – – –
CA
290
Continuum Advisory
Idaho
$366K -$53.3K -2,188 -13%
PMG
291
ProVise Management Group
Florida
$348K +$74.1K +3,044 +27%
ARC
292
Advisor Resource Council
Texas
$346K -$153K -6,269 -31%
IFPL
293
Investments & Financial Planning LLC
Kentucky
$336K -$30.7K -1,263 -8%
PFA
294
Professional Financial Advisors
Nebraska
$331K +$331K +13,583 New
PPWM
295
PFG Private Wealth Management
Florida
$330K -$118K -4,835 -26%
SWIG
296
Strategic Wealth Investment Group
Kentucky
$320K -$33.1K -1,358 -9%
SW
297
SlateStone Wealth
Florida
$314K +$70.4K +2,891 +29%
SPC
298
Sigma Planning Corp
Michigan
$312K +$312K +12,810 New
IA
299
Insight Advisors
Pennsylvania
$311K +$5.96K +245 +2%
BWP
300
Balboa Wealth Partners
Arizona
$306K -$43.1K -1,771 -12%
10 11
12
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