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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 %
BL
301
Balentine LLC
Georgia
$317K +$122K +4,733 +63%
IA
302
Insight Advisors
Pennsylvania
$316K +$16.5K +641 +6%
VFM
303
Valley Financial Management
New York
$300K – – –
PMG
304
ProVise Management Group
Florida
$299K +$299K +11,602 New
FFA
305
Founders Financial Alliance
North Carolina
$297K +$1.03K +40 +0.3%
LFAS
306
Level Four Advisory Services
Texas
$286K +$155 +6 +0.1%
RJT
307
Raymond James Trust
Florida
$286K -$107K -4,152 -27%
CGFA
308
Colton Groome Financial Advisors
North Carolina
$283K -$807K -31,307 -74%
T
309
TCWP
Ohio
$282K +$56.6K +2,195 +25%
C1AG
310
Client 1st Advisory Group
Florida
$276K – – –
AWM
311
Accurate Wealth Management
Florida
$268K -$3.33K -129 -1%
FWP
312
Falcon Wealth Planning
California
$266K -$43.7K -1,696 -14%
TWM
313
Tolleson Wealth Management
Texas
$263K -$115K -4,436 -30%
WWM
314
Windsor Wealth Management
Indiana
$263K -$23.4K -906 -8%
GFA
315
Gallagher Fiduciary Advisors
Illinois
$262K +$262K +10,159 New
CCM
316
Crew Capital Management
Ohio
$260K -$24K -930 -8%
Cerity Partners
317
Cerity Partners
New York
$259K -$428K -16,601 -62%
FPAS
318
Focus Partners Advisor Solutions
Missouri
$258K +$258K +10,003 New
WS
319
Wedbush Securities
California
$257K -$2.48K -96 -1%
SS
320
Sunbelt Securities
Texas
$256K -$37.7K -1,469 -13%
MSAM
321
Moloney Securities Asset Management
Missouri
$254K -$5.42K -210 -2%
AA
322
Ancora Advisors
Ohio
$251K +$954 +37 +0.4%
FGA
323
Fortis Group Advisors
New Jersey
$241K +$241K +9,334 New
WIP
324
WealthCare Investment Partners
Rhode Island
$237K +$7.79K +302 +3%
CG
325
Colony Group
Massachusetts
$234K -$735K -28,445 -76%
11 12
13
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