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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 %
ISWM
301
Independent Solutions Wealth Management
New York
$293K -$35.8K -1,410 -11%
BAM
302
Belpointe Asset Management
Nevada
$286K -$423K -16,660 -60%
PMG
303
ProVise Management Group
Florida
$286K -$8.65K -341 -3%
LFAS
304
Level Four Advisory Services
Texas
$280K -$1.93K -76 -0.7%
C1AG
305
Client 1st Advisory Group
Florida
$267K -$4.95K -195 -2%
GFA
306
Gallagher Fiduciary Advisors
Illinois
$265K +$7.43K +293 +3%
FWP
307
Falcon Wealth Planning
California
$262K – – –
WWM
308
Windsor Wealth Management
Indiana
$259K – – –
Charles Schwab
309
Charles Schwab
California
$259K -$589K -23,219 -69%
DWM
310
Darwin Wealth Management
Florida
$258K -$89.8K -3,577 -26%
TWM
311
Tolleson Wealth Management
Texas
$258K – – –
SW
312
SlateStone Wealth
Florida
$254K -$414K -16,280 -62%
SS
313
Sunbelt Securities
Texas
$253K – – –
CG
314
Colony Group
Massachusetts
$253K +$22.9K +901 +10%
RJT
315
Raymond James Trust
Florida
$246K -$35K -1,380 -12%
AG
316
Ascent Group
Virginia
$243K -$855K -34,100 -78%
CCM
317
Crew Capital Management
Ohio
$239K -$17K -669 -7%
FGA
318
Fortis Group Advisors
New Jersey
$238K +$1.65K +65 +0.7%
AWM
319
Accurate Wealth Management
Florida
$238K -$25.2K -995 -10%
CGFA
320
Colton Groome Financial Advisors
North Carolina
$238K -$40.4K -1,594 -15%
WIP
321
WealthCare Investment Partners
Rhode Island
$236K +$4.8K +191 +2%
SCA
322
Sandy Cove Advisors
Massachusetts
$235K +$235K +9,279 New
GAM
323
GEM Asset Management
Michigan
$235K +$235K +9,245 New
AFP
324
Ausdal Financial Partners
Iowa
$230K +$230K +9,058 New
AA
325
Ancora Advisors
Ohio
$230K -$17.7K -696 -7%
11 12
13
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