SPAB icon

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 %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$95K – – –
SCA
352
Stonebridge Capital Advisors
Minnesota
$87.5K +$87.5K +3,392 New
CAL
353
Capital Analysts LLC
Pennsylvania
$72K -$425K -16,563 -86%
WIM
354
Westside Investment Management
California
$70.5K – – –
JWA
355
JFS Wealth Advisors
Pennsylvania
$66.2K – – –
PFBT
356
Parkside Financial Bank & Trust
Missouri
$57.7K +$57.7K +2,238 New
QCG
357
Quadrant Capital Group
Ohio
$52.3K – – –
HIA
358
Harbor Investment Advisory
Maryland
$51.8K +$51.8K +2,010 New
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$51.3K +$26.2K +1,017 +105%
SWM
360
Spire Wealth Management
Virginia
$49.8K +$24.9K +964 +100%
William Blair & Company
361
William Blair & Company
Illinois
$44.1K -$13.2K -511 -23%
HS
362
Horan Securities
United States
$41.3K +$206 +8 +0.5%
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$39K – – –
JFA
364
JNBA Financial Advisors
Minnesota
$38.4K -$516 -20 -1%
KFI
365
Key Financial Inc
Pennsylvania
$35.8K +$21K +816 +142%
AWM
366
Accel Wealth Management
Iowa
$34.5K – – –
RWPA
367
Richard W. Paul & Associates
Michigan
$32.1K -$92.1K -3,571 -74%
GFPC
368
Global Financial Private Client
Florida
$31K +$29.9K +1,156 +2,627%
CFGS
369
Concourse Financial Group Securities
Alabama
$30.5K -$16.1K -626 -35%
VNA
370
Valley National Advisers
Pennsylvania
$30K – – –
IGWM
371
ICA Group Wealth Management
Colorado
$26.3K -$490 -19 -2%
CB
372
CNB Bank
Pennsylvania
$25.3K +$25.3K +980 New
CWA
373
Clearview Wealth Advisors
Oregon
$24K – – –
Citigroup
374
Citigroup
New York
$23.9K -$10.7K -415 -31%
AWM
375
Activest Wealth Management
Florida
$23.6K – – –
13 14
15
16 17