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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 %
BCMIO
351
Beacon Capital Management Inc (Ohio)
Ohio
$114K – – –
WOSD
352
WFA of San Diego
California
$101K +$101K +3,980 New
IHWM
353
Iron Horse Wealth Management
Iowa
$80.3K -$44.7K -1,760 -36%
CIAS
354
Capital Investment Advisory Services
North Carolina
$75.8K -$19.2K -758 -20%
JWA
355
JFS Wealth Advisors
Pennsylvania
$65.1K – – –
OSNBOA
356
Old Second National Bank of Aurora
Illinois
$62.1K +$42.6K +1,681 +219%
DJSG
357
D.J. St. Germain
Massachusetts
$60.1K +$60.1K +2,368 New
WIM
358
Westside Investment Management
California
$54.5K -$14.8K -584 -21%
QCG
359
Quadrant Capital Group
Ohio
$51.5K – – –
HIA
360
Harbor Investment Advisory
Maryland
$51K – – –
PA
361
PSI Advisors
Florida
$50.7K +$48.2K +1,901 +1,920%
GIA
362
GHP Investment Advisors
Colorado
$49.5K +$49.5K +1,989 New
SWM
363
Spire Wealth Management
Virginia
$49K – – –
BWM
364
Baystate Wealth Management
Massachusetts
$46.7K +$24.6K +969 +111%
HS
365
Horan Securities
United States
$40.9K +$330 +13 +0.8%
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$38.4K – – –
KFI
367
Key Financial Inc
Pennsylvania
$35.3K – – –
VNA
368
Valley National Advisers
Pennsylvania
$30K – – –
CFGS
369
Concourse Financial Group Securities
Alabama
$30K – – –
FFA
370
Farther Finance Advisors
California
$30K +$15.9K +627 +113%
CIA
371
Cape Investment Advisory
Georgia
$29.1K +$26.2K +1,032 +897%
TWM
372
Tradition Wealth Management
Minnesota
$27K +$27K +1,071 New
IGWM
373
ICA Group Wealth Management
Colorado
$25.9K – – –
FBC
374
Fairfield, Bush & Co
Connecticut
$25.4K +$25.4K +1,000 New
HCM
375
Hollencrest Capital Management
California
$24K +$24K +946 New
13 14
15
16 17