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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
Rational Advisors
New York
$95.3M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252M
3
LPL Financial
LPL Financial
California
$576M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$308M
5
ACM
AlphaStar Capital Management
North Carolina
$37.8M

Top Sellers

1
SC
Syon Capital
California
$87.8M
2
State Street
State Street
Massachusetts
$126M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$113M
4
Morgan Stanley
Morgan Stanley
New York
$37.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
276
Gladstone Institutional Advisory
Florida
$540K -$97.8K -3,868 -15%
WWM
277
Western Wealth Management
Colorado
$535K +$2.55K +101 +0.5%
FF
278
Farrell Financial
New York
$531K +$531K +20,996 New
FCH
279
Freestone Capital Holdings
Washington
$500K +$23K +911 +5%
LA
280
LexAurum Advisors
Kansas
$499K +$7.1K +281 +1%
WFP
281
Wrenne Financial Planning
Kentucky
$497K +$55.2K +2,183 +12%
National Bank of Canada
282
National Bank of Canada
Quebec, Canada
$491K -$562K -22,624 -53%
IFPL
283
Investments & Financial Planning LLC
Kentucky
$479K -$13.3K -528 -3%
NFP
284
Narus Financial Partners
Utah
$475K +$42.4K +1,679 +10%
BCM
285
Brookstone Capital Management
Illinois
$469K -$41.7K -1,649 -8%
VIA
286
Vickerman Investment Advisors
Washington
$467K -$44.9K -1,775 -9%
FMWA
287
Forvis Mazars Wealth Advisors
Missouri
$465K -$59.9K -2,371 -11%
VCM
288
Virtue Capital Management
Tennessee
$463K +$463K +18,683 New
BFA
289
Brown Financial Advisory
Alabama
$457K – – –
MFA
290
Millington Financial Advisors
Illinois
$446K -$3.84K -152 -0.9%
PMG
291
ProVise Management Group
Florida
$432K -$7.53K -298 -2%
ZIM
292
Zacks Investment Management
Illinois
$424K -$8.7M -344,088 -95%
DWM
293
Dogwood Wealth Management
Kansas
$420K -$241K -9,517 -36%
VC
294
Vicus Capital
Pennsylvania
$417K -$5.26K -208 -1%
TWC
295
TD Waterhouse Canada
Ontario, Canada
$409K +$77.6K +3,104 +23%
IPWA
296
International Private Wealth Advisors
California
$400K -$4M -158,036 -91%
TSS
297
Two Sigma Securities
New York
$393K -$364K -14,407 -48%
AF
298
Apollon Financial
South Carolina
$389K -$210K -8,313 -35%
WFAG
299
Worth Financial Advisory Group
North Carolina
$388K -$32.7K -1,292 -8%
CWM
300
Collaborative Wealth Management
Florida
$388K -$212K -8,380 -35%
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