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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

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
–

Top Buyers

1
SC
1
Syon Capital
California
$178M
2
BAAM
2
Baker Avenue Asset Management
California
$71.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$164M
4
TFA
4
Tobias Financial Advisors
Florida
$71.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$57.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
GAG
2
GM Advisory Group
New York
$27.6M
3
LPL Financial
3
LPL Financial
California
$518M
4
GWP
4
Gateway Wealth Partners
Wisconsin
$4.91M
5
Bank of America
5
Bank of America
North Carolina
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
351
Sykon Capital
New York
$269K +$269K +10,506 New
AG
352
Ascent Group
Virginia
$268K -$256K -10,129 -49%
BC
353
Brio Consultants
California
$266K +$266K +10,390 New
AR
354
Apeiron RIA
Texas
$262K -$5.82K -227 -2%
Corient Private Wealth
355
Corient Private Wealth
Florida
$258K +$258K +10,078 New
MHR
356
Matthew Hamilton Rosenberg
$251K -$20K -780 -7%
AFWM
357
AMJ Financial Wealth Management
Virginia
$250K +$7.08K +276 +3%
GAM
358
GEM Asset Management
Michigan
$249K +$11.2K +438 +5%
DWM
359
Darwin Wealth Management
Florida
$249K +$590 +23 +0.2%
VWM
360
Valley Wealth Managers
New Jersey
$248K -$49.7K -1,940 -17%
SS
361
Sunbelt Securities
Texas
$246K -$9.36K -365 -4%
SSC
362
Syverson Strege & Co
Iowa
$241K +$2.97K +116 +1%
FGA
363
Fortis Group Advisors
New Jersey
$241K – – –
Focus Partners Wealth
364
Focus Partners Wealth
Massachusetts
$231K +$231K +9,010 New
AA
365
Ancora Advisors
Ohio
$227K -$6.51K -254 -3%
ADL
366
Asset Dedication LLC
California
$220K – – –
ACA
367
Aptus Capital Advisors
Alabama
$218K -$8.49K -331 -4%
William Blair & Company
368
William Blair & Company
Illinois
$210K -$9.69K -378 -4%
FFA
369
Founders Financial Alliance
North Carolina
$206K +$2.54K +99 +1%
GWSG
370
GPS Wealth Strategies Group
Colorado
$205K -$9.51K -371 -4%
AO
371
Advisor OS
Illinois
$204K -$560K -21,821 -73%
EAM
372
Empirical Asset Management
Massachusetts
$203K +$203K +7,936 New
DADC
373
D.A. Davidson & Co
Montana
$202K +$202K +7,876 New
PCIA
374
Prime Capital Investment Advisors
Kansas
$202K +$202K +7,860 New
FMI
375
F/M Investments
District of Columbia
$202K +$202K +7,504 New
13 14
15
16 17