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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
1
Rational Advisors
New York
$95.3M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252M
3
LPL Financial
3
LPL Financial
California
$576M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$308M
5
ACM
5
AlphaStar Capital Management
North Carolina
$37.8M

Top Sellers

1
SC
1
Syon Capital
California
$87.8M
2
State Street
2
State Street
Massachusetts
$126M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$113M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBFC
301
Roman Butler Fullerton & Co
Missouri
$378K -$99.4K -4,032 -21%
WEG
302
World Equity Group
Illinois
$375K -$9.15K -362 -2%
DC
303
Davenport & Co
Virginia
$370K -$32.9K -1,303 -8%
JCFM
304
JBR Co Financial Management
Oklahoma
$367K +$367K +14,503 New
PPWM
305
PFG Private Wealth Management
Florida
$363K +$13.9K +548 +4%
CCG
306
Capital CS Group
California
$360K -$84.2K -3,332 -19%
CSC
307
Cove Street Capital
California
$357K +$357K +14,100 New
IA
308
Insight Advisors
Pennsylvania
$353K +$33.7K +1,333 +11%
Betterment LLC
309
Betterment LLC
New York
$353K +$353K +13,950 New
KWA
310
Kingswood Wealth Advisors
California
$349K +$349K +13,790 New
WC
311
Waterloo Capital
Texas
$342K -$186K -7,345 -35%
AFG
312
Atomi Financial Group
New York
$339K +$339K +13,429 New
LSAG
313
Lake Street Advisors Group
New Hampshire
$329K – – –
Focus Partners Wealth
314
Focus Partners Wealth
Massachusetts
$327K +$99.2K +3,922 +44%
DA
315
Detalus Advisors
Missouri
$323K +$10.5K +415 +3%
AAS
316
Ameritas Advisory Services
Nebraska
$318K +$318K +12,572 New
GSIS
317
Global Strategic Investment Solutions
Arizona
$309K +$1.04K +41 +0.3%
Millennium Management
318
Millennium Management
New York
$307K +$307K +12,132 New
BL
319
Balentine LLC
Georgia
$306K +$18.2K +719 +6%
CPA
320
Capital Planning Advisors
California
$306K +$306K +12,085 New
TAM
321
Tucker Asset Management
Colorado
$302K +$302K +11,958 New
CCM
322
Crabel Capital Management
California
$299K -$1.06M -41,962 -78%
AFWM
323
AMJ Financial Wealth Management
Virginia
$297K +$51K +2,016 +21%
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$297K +$297K +11,762 New
AWM
325
Avior Wealth Management
Nebraska
$297K +$297K +11,746 +78,307%
11 12
13
14 15