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

Top Sellers

1
SC
Syon Capital
California
$87.8M
2
State Street
State Street
Massachusetts
$126M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$113M
4
Morgan Stanley
Morgan Stanley
New York
$37.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
326
Journey Strategic Wealth
New Jersey
$297K +$297K +11,733 New
SW
327
SlateStone Wealth
Florida
$296K -$21.9K -867 -7%
USCWA
328
U.S. Capital Wealth Advisors
Texas
$295K – – –
Qube Research & Technologies (QRT)
329
Qube Research & Technologies (QRT)
United Kingdom
$291K – – –
TYCC
330
Texas Yale Capital Corp
Florida
$288K +$288K +11,400 New
IA
331
IFG Advisory
Georgia
$288K -$608K -24,060 -68%
Corient Private Wealth
332
Corient Private Wealth
Florida
$273K +$17.9K +710 +7%
SFP
333
Strategic Financial Planning
Texas
$271K +$126 +5 +0%
RJT
334
Raymond James Trust
Florida
$270K -$2.12K -84 -0.8%
CAG
335
Csenge Advisory Group
Florida
$269K -$15.9K -630 -6%
EAM
336
Empirical Asset Management
Massachusetts
$269K +$68.4K +2,705 +34%
ACA
337
Aptus Capital Advisors
Alabama
$266K +$51K +2,018 +24%
WIP
338
WealthCare Investment Partners
Rhode Island
$261K +$261K +10,318 New
KAS
339
KPP Advisory Services
Kentucky
$261K +$261K +10,313 New
C1AG
340
Client 1st Advisory Group
Florida
$260K -$10.5K -417 -4%
GFA
341
Gallagher Fiduciary Advisors
Illinois
$258K -$10.5K -415 -4%
PVI
342
Pine Valley Investments
New Jersey
$258K -$10.4K -411 -4%
TWM
343
Tolleson Wealth Management
Texas
$257K -$155K -6,141 -38%
BWP
344
Balboa Wealth Partners
Arizona
$257K -$294K -11,618 -53%
SLC
345
Second Line Capital
Louisiana
$256K -$39.9K -1,578 -13%
AR
346
Apeiron RIA
Texas
$256K -$2.15K -85 -0.8%
AQR Capital Management
347
AQR Capital Management
Connecticut
$254K +$254K +10,046 New
PFA
348
Professional Financial Advisors
Nebraska
$253K -$67.4K -2,665 -21%
SOS
349
Silver Oak Securities
Tennessee
$250K -$57.8K -2,288 -19%
DADC
350
D.A. Davidson & Co
Montana
$245K +$46.2K +1,827 +23%
12 13
14
15 16