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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 %
GWSG
326
GPS Wealth Strategies Group
Colorado
$227K -$2.74K -108 -1%
CW
327
CreativeOne Wealth
Kansas
$224K -$277K -10,897 -55%
AFWM
328
AMJ Financial Wealth Management
Virginia
$223K +$223K +8,794 New
BW
329
BIP Wealth
Georgia
$220K +$220K +8,658 New
ADL
330
Asset Dedication LLC
California
$217K – – –
SCP
331
Syntal Capital Partners
Texas
$216K +$4.54K +179 +2%
William Blair & Company
332
William Blair & Company
Illinois
$216K +$173K +6,800 +398%
FFW
333
Fusion Family Wealth
New York
$216K +$216K +8,500 New
SWA
334
Stratos Wealth Advisors
Ohio
$214K +$214K +8,436 New
JWCA
335
J.W. Cole Advisors
Florida
$213K +$213K +8,382 New
FWM
336
Forza Wealth Management
Florida
$212K – – –
WC
337
Waterloo Capital
Texas
$212K – – –
BJL
338
Brighton Jones LLC
Washington
$209K -$5.3K -209 -2%
IF
339
Intrua Financial
Texas
$208K -$3.3K -130 -2%
CAG
340
Csenge Advisory Group
Florida
$207K -$135K -5,328 -40%
EI
341
Ellevest Inc
New York
$205K +$205K +8,074 New
CP
342
Castleview Partners
Texas
$187K -$23.9K -944 -11%
TWC
343
TD Waterhouse Canada
Ontario, Canada
$185K +$7.42K +294 +4%
Bank of Montreal
344
Bank of Montreal
Ontario, Canada
$185K +$134K +5,278 +265%
FWM
345
Focused Wealth Management
New York
$178K +$3.58K +141 +2%
BHWM
346
Bay Harbor Wealth Management
Maryland
$174K – – –
BTI
347
Blue Trust Inc
Georgia
$138K +$138K +5,339 New
CWP
348
Concord Wealth Partners
Virginia
$134K -$9.34K -368 -7%
NECFA
349
New England Capital Financial Advisors
Connecticut
$124K +$127 +5 +0.1%
NIC
350
Northwest Investment Counselors
Oregon
$124K +$124K +4,884 New
12 13
14
15 16