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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 %
CA
301
CoreCap Advisors
Michigan
$304K +$1.95K +80 +0.6%
SAG
302
SageView Advisory Group
California
$301K +$9.03K +371 +3%
HGERS
303
Householder Group Estate & Retirement Specialist
Arizona
$299K +$299K +12,269 New
GSIS
304
Global Strategic Investment Solutions
Arizona
$294K +$294K +12,071 New
AWA
305
Arete Wealth Advisors
Illinois
$293K -$4.6M -188,949 -94%
BL
306
Balentine LLC
Georgia
$289K +$4.16K +171 +1%
USCWA
307
U.S. Capital Wealth Advisors
Texas
$284K – – –
VWM
308
Valley Wealth Managers
New Jersey
$283K +$283K +11,617 New
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$280K -$125K -5,130 -31%
CG
310
Colony Group
Massachusetts
$275K +$32.5K +1,333 +13%
TWC
311
TD Waterhouse Canada
Ontario, Canada
$266K +$89.1K +3,702 +50%
MHR
312
Matthew Hamilton Rosenberg
$258K -$166K -6,840 -39%
C1AG
313
Client 1st Advisory Group
Florida
$256K – – –
AR
314
Apeiron RIA
Texas
$254K -$42.8K -1,760 -14%
ATPW
315
Ashton Thomas Private Wealth
Arizona
$250K -$193K -7,932 -44%
GFA
316
Gallagher Fiduciary Advisors
Illinois
$249K -$5.79K -238 -2%
WWM
317
Windsor Wealth Management
Indiana
$248K – – –
TWM
318
Tolleson Wealth Management
Texas
$248K – – –
SS
319
Sunbelt Securities
Texas
$243K – – –
FGA
320
Fortis Group Advisors
New Jersey
$241K -$1.68K -65 -0.7%
FPAS
321
Focus Partners Advisor Solutions
Missouri
$239K +$239K +9,818 New
DWM
322
Darwin Wealth Management
Florida
$235K -$14.8K -607 -6%
RJT
323
Raymond James Trust
Florida
$235K -$1.51K -62 -0.6%
AFWM
324
AMJ Financial Wealth Management
Virginia
$231K +$16.6K +682 +8%
CCM
325
Crew Capital Management
Ohio
$227K -$1.51K -62 -0.7%
11 12
13
14 15