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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 %
SSC
326
Syverson Strege & Co
Iowa
$226K -$307K -12,625 -58%
WIP
327
WealthCare Investment Partners
Rhode Island
$226K -$96 -4 -0%
GAM
328
GEM Asset Management
Michigan
$226K +$633 +26 +0.3%
AA
329
Ancora Advisors
Ohio
$222K +$1.56K +64 +0.7%
ACA
330
Aptus Capital Advisors
Alabama
$215K +$203K +8,321 +1,668%
ETIA
331
Epic Trust Investment Advisors
Washington
$214K +$214K +8,799 New
PFA
332
Peak Financial Advisors
Colorado
$212K -$174K -7,165 -45%
ADL
333
Asset Dedication LLC
California
$209K – – –
William Blair & Company
334
William Blair & Company
Illinois
$209K +$1.44K +59 +0.7%
FFW
335
Fusion Family Wealth
New York
$207K – – –
KAS
336
KPP Advisory Services
Kentucky
$205K +$205K +8,436 New
AWM
337
Accurate Wealth Management
Florida
$204K -$20.2K -843 -9%
JWCA
338
J.W. Cole Advisors
Florida
$204K – – –
GWSG
339
GPS Wealth Strategies Group
Colorado
$203K -$14.4K -592 -7%
FWM
340
Forza Wealth Management
Florida
$203K – – –
BRWA
341
B. Riley Wealth Advisors
Florida
$202K +$202K +8,309 New
FFA
342
Founders Financial Alliance
North Carolina
$193K -$88.7K -3,644 -32%
FWM
343
Focused Wealth Management
New York
$172K +$1.24K +51 +0.7%
BHWM
344
Bay Harbor Wealth Management
Maryland
$167K – – –
CWP
345
Concord Wealth Partners
Virginia
$149K +$20.3K +836 +16%
NIC
346
Northwest Investment Counselors
Oregon
$119K – – –
BCMIO
347
Beacon Capital Management Inc (Ohio)
Ohio
$109K -$195 -8 -0.2%
WOSD
348
WFA of San Diego
California
$90.1K -$6.82K -280 -7%
SSWM
349
Sheets Smith Wealth Management
North Carolina
$85.2K +$85.2K +3,500 New
OSNBOA
350
Old Second National Bank of Aurora
Illinois
$80.9K +$21.3K +876 +36%
12 13
14
15 16