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

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
GAG
2
GM Advisory Group
New York
$27.6M
3
LPL Financial
3
LPL Financial
California
$518M
4
GWP
4
Gateway Wealth Partners
Wisconsin
$4.91M
5
Bank of America
5
Bank of America
North Carolina
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
276
Two Sigma Securities
New York
$768K +$768K +29,943 New
SCA
277
Snowden Capital Advisors
New York
$760K +$760K +29,649 New
MLRA
278
Main Line Retirement Advisors
Montana
$723K +$723K +28,194 New
ATC
279
Argent Trust Co
Tennessee
$713K -$75K -2,927 -10%
RSA
280
River Street Advisors
Illinois
$696K -$25.2K -981 -3%
WS
281
Wedbush Securities
California
$675K +$79.6K +3,104 +13%
DWM
282
Dogwood Wealth Management
Kansas
$670K +$670K +26,119 New
PWG
283
Private Wealth Group
Florida
$658K -$2.5M -97,537 -79%
CWM
284
Cornerstone Wealth Management
Missouri
$651K -$775K -30,226 -54%
GIA
285
Gladstone Institutional Advisory
Florida
$647K +$83.5K +3,258 +15%
AF
286
Advisornet Financial
Minnesota
$624K -$3.67K -143 -0.6%
MW
287
Maia Wealth
Colorado
$620K +$620K +24,163 New
CWM
288
Collaborative Wealth Management
Florida
$608K -$148K -5,773 -20%
AF
289
Apollon Financial
South Carolina
$607K +$607K +23,687 New
ACM
290
AlphaStar Capital Management
North Carolina
$586K -$25.3K -988 -4%
BWP
291
Balboa Wealth Partners
Arizona
$558K +$235K +9,183 +73%
SFG
292
Snider Financial Group
Washington
$549K -$34.1K -1,328 -6%
WWM
293
Western Wealth Management
Colorado
$540K -$26.1K -1,018 -5%
WC
294
Waterloo Capital
Texas
$535K +$76.3K +2,976 +17%
FMWA
295
Forvis Mazars Wealth Advisors
Missouri
$533K +$60.8K +2,371 +13%
VIA
296
Vickerman Investment Advisors
Washington
$519K -$114K -4,432 -18%
BCM
297
Brookstone Capital Management
Illinois
$518K +$46.5K +1,813 +10%
LA
298
LexAurum Advisors
Kansas
$499K -$66.4K -2,589 -12%
IFPL
299
Investments & Financial Planning LLC
Kentucky
$499K +$145K +5,655 +41%
CA
300
Continuum Advisory
Idaho
$491K +$106K +4,132 +28%
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