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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 %
GWSG
326
GPS Wealth Strategies Group
Colorado
$233K -$353K -13,676 -60%
BRWA
327
B. Riley Wealth Advisors
Florida
$232K -$110K -4,281 -32%
HGERS
328
Householder Group Estate & Retirement Specialist
Arizona
$226K +$226K +8,750 New
APWA
329
Atlas Private Wealth Advisors
New Jersey
$223K -$147K -5,704 -40%
ADL
330
Asset Dedication LLC
California
$221K – – –
QA
331
Quantitative Advantage
Minnesota
$219K -$12.7K -493 -5%
BJL
332
Brighton Jones LLC
Washington
$218K -$37.6K -1,459 -15%
FWM
333
Forza Wealth Management
Florida
$215K – – –
SCP
334
Syntal Capital Partners
Texas
$215K +$2.37K +92 +1%
WC
335
Waterloo Capital
Texas
$215K +$215K +8,343 New
CP
336
Castleview Partners
Texas
$215K -$112K -4,328 -34%
IF
337
Intrua Financial
Texas
$214K – – –
FMI
338
F/M Investments
District of Columbia
$214K +$214K +7,896 New
TWC
339
TD Waterhouse Canada
Ontario, Canada
$182K -$33.6K -1,299 -16%
BHWM
340
Bay Harbor Wealth Management
Maryland
$177K +$177K +6,878 New
FWM
341
Focused Wealth Management
New York
$177K -$12.1K -469 -6%
CWP
342
Concord Wealth Partners
Virginia
$146K -$14K -542 -9%
IHWM
343
Iron Horse Wealth Management
Iowa
$127K +$903 +35 +0.7%
CM
344
Cornerstone Management
Georgia
$126K – – –
NECFA
345
New England Capital Financial Advisors
Connecticut
$126K -$60.7K -2,352 -32%
BCMIO
346
Beacon Capital Management Inc (Ohio)
Ohio
$116K -$903 -35 -0.8%
NA
347
NewEdge Advisors
Louisiana
$109K +$80.6K +3,126 +280%
CIAS
348
Capital Investment Advisory Services
North Carolina
$96.6K – – –
BA
349
Bellwether Advisors
Nebraska
$95.8K -$106K -4,122 -53%
ASN
350
Advisory Services Network
Georgia
$95.1K -$334K -12,952 -78%
12 13
14
15 16