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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 %
FFA
351
Farther Finance Advisors
California
$73.3K +$44.5K +1,829 +155%
CIAS
352
Capital Investment Advisory Services
North Carolina
$72.8K – – –
IHWM
353
Iron Horse Wealth Management
Iowa
$70K -$7.11K -292 -9%
JWA
354
JFS Wealth Advisors
Pennsylvania
$62.5K – – –
CP
355
Castleview Partners
Texas
$58.6K -$121K -4,981 -67%
Bank of Montreal
356
Bank of Montreal
Ontario, Canada
$56.6K -$123K -4,979 -69%
DJSG
357
D.J. St. Germain
Massachusetts
$56.1K -$1.58K -65 -3%
WIM
358
Westside Investment Management
California
$50.4K -$1.95K -80 -4%
HIA
359
Harbor Investment Advisory
Maryland
$48.9K – – –
PA
360
PSI Advisors
Florida
$48.7K – – –
CFGS
361
Concourse Financial Group Securities
Alabama
$45.5K +$16.7K +686 +58%
PNC Financial Services Group
362
PNC Financial Services Group
Pennsylvania
$39.4K +$26.3K +1,079 +199%
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$36.8K – – –
KFI
364
Key Financial Inc
Pennsylvania
$36.2K +$2.36K +97 +7%
VNA
365
Valley National Advisers
Pennsylvania
$28K – – –
CIA
366
Cape Investment Advisory
Georgia
$27.7K -$170 -7 -0.6%
NECFA
367
New England Capital Financial Advisors
Connecticut
$27.4K -$92K -3,780 -77%
TWM
368
Tradition Wealth Management
Minnesota
$26K – – –
CFD
369
Creative Financial Designs
Indiana
$22.5K +$22.5K +926 New
Citigroup
370
Citigroup
New York
$22.5K -$195 -8 -0.9%
JFA
371
JNBA Financial Advisors
Minnesota
$21.6K +$122 +5 +0.6%
OP
372
ORG Partners
Indiana
$20.1K -$3.38K -139 -14%
IRC
373
Investors Research Corp
Georgia
$18.8K – – –
SIS
374
Sound Income Strategies
Florida
$18.8K – – –
CAL
375
Capital Analysts LLC
Pennsylvania
$18K +$99 +4 +0.6%
13 14
15
16 17