SPAB icon

SPDR Portfolio Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
326
PFG Private Wealth Management
Florida
$354K +$5.64K +220 +2%
TWC
327
TD Waterhouse Canada
Ontario, Canada
$337K +$55.9K +2,199 +20%
SWIG
328
Strategic Wealth Investment Group
Kentucky
$334K -$2.49K -97 -0.7%
LSAG
329
Lake Street Advisors Group
New Hampshire
$334K +$334K +13,020 New
PFA
330
Professional Financial Advisors
Nebraska
$325K -$23.3K -910 -7%
IA
331
Insight Advisors
Pennsylvania
$324K -$3.95K -154 -1%
SW
332
SlateStone Wealth
Florida
$323K -$7.75K -302 -2%
SAG
333
SageView Advisory Group
California
$321K -$301K -12,362 Closed
CA
334
CoreCap Advisors
Michigan
$319K -$308 -12 -0.1%
DA
335
Detalus Advisors
Missouri
$317K -$511K -19,923 -62%
HGERS
336
Householder Group Estate & Retirement Specialist
Arizona
$316K +$2.02K +79 +0.6%
GSIS
337
Global Strategic Investment Solutions
Arizona
$313K +$3.33K +130 +1%
SOS
338
Silver Oak Securities
Tennessee
$312K +$312K +12,183 New
SLC
339
Second Line Capital
Louisiana
$301K +$301K +11,720 New
USCWA
340
U.S. Capital Wealth Advisors
Texas
$299K
Qube Research & Technologies (QRT)
341
Qube Research & Technologies (QRT)
United Kingdom
$295K
BL
342
Balentine LLC
Georgia
$292K -$12.5K -488 -4%
CAG
343
Csenge Advisory Group
Florida
$289K +$289K +11,276 New
WPWM
344
Windward Private Wealth Management
Kansas
$286K +$286K +11,155 New
VNA
345
Valley National Advisers
Pennsylvania
$283K +$253K +9,915 +857%
RJT
346
Raymond James Trust
Florida
$276K +$28.8K +1,124 +12%
SFP
347
Strategic Financial Planning
Texas
$275K +$275K +10,729 New
C1AG
348
Client 1st Advisory Group
Florida
$275K +$4.67K +182 +2%
GFA
349
Gallagher Fiduciary Advisors
Illinois
$272K +$10.5K +408 +4%
PVI
350
Pine Valley Investments
New Jersey
$272K +$272K +10,610 New