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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 %
RBFC
301
Roman Butler Fullerton & Co
Missouri
$490K +$490K +19,353 New
WIA
302
World Investment Advisors
California
$490K +$490K +19,102 New
FCH
303
Freestone Capital Holdings
Washington
$484K +$4.97K +194 +1%
HA
304
Hofer & Associates
California
$482K -$7.62K -297 -2%
HFS
305
Horizon Financial Services
North Carolina
$479K +$26.2K +1,020 +6%
Pathstone Holdings
306
Pathstone Holdings
New Jersey
$476K +$476K +18,584 New
BFA
307
Brown Financial Advisory
Alabama
$464K +$464K +18,087 New
MFA
308
Millington Financial Advisors
Illinois
$456K +$2.26K +88 +0.5%
CCG
309
Capital CS Group
California
$450K +$450K +17,562 New
WFP
310
Wrenne Financial Planning
Kentucky
$448K +$448K +17,478 New
PMG
311
ProVise Management Group
Florida
$446K +$79.3K +3,092 +22%
NFP
312
Narus Financial Partners
Utah
$439K -$10.1K -395 -2%
AAS
313
Avantax Advisory Services
Texas
$437K -$8.32M -324,619 -95%
Vanguard Group
314
Vanguard Group
Pennsylvania
$436K +$5.36K +209 +1%
VC
315
Vicus Capital
Pennsylvania
$429K -$52.6K -2,051 -11%
WFAG
316
Worth Financial Advisory Group
North Carolina
$427K +$34.7K +1,352 +9%
BSWM
317
Boston Standard Wealth Management
Massachusetts
$421K – – –
TWM
318
Tolleson Wealth Management
Texas
$418K +$157K +6,141 +60%
DC
319
Davenport & Co
Virginia
$409K -$43.7K -1,706 -10%
CW
320
CreativeOne Wealth
Kansas
$403K +$403K +15,714 New
AWMS
321
Advocacy Wealth Management Services
Georgia
$391K – – –
WEG
322
World Equity Group
Illinois
$390K -$44.7K -1,743 -10%
APWA
323
Atlas Private Wealth Advisors
New Jersey
$390K -$31.4K -1,226 -7%
TFGT
324
TS Financial Group (TSFG)
Illinois
$372K +$372K +14,492 New
ATPW
325
Ashton Thomas Private Wealth
Arizona
$357K +$94K +3,668 +36%
11 12
13
14 15