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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
1
Rational Advisors
New York
$95.3M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252M
3
LPL Financial
3
LPL Financial
California
$576M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$308M
5
ACM
5
AlphaStar Capital Management
North Carolina
$37.8M

Top Sellers

1
SC
1
Syon Capital
California
$87.8M
2
State Street
2
State Street
Massachusetts
$126M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$113M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
351
Valley Wealth Managers
New Jersey
$245K – – –
MHR
352
Matthew Hamilton Rosenberg
$240K -$5.73K -229 -2%
GAM
353
GEM Asset Management
Michigan
$240K – – –
William Blair & Company
354
William Blair & Company
Illinois
$239K +$32.3K +1,279 +16%
SSC
355
Syverson Strege & Co
Iowa
$239K +$1.44K +57 +0.6%
DWM
356
Darwin Wealth Management
Florida
$238K -$7.58K -300 -3%
NAM
357
NorthCrest Asset Manangement
Minnesota
$237K -$1.65M -65,406 -87%
AA
358
Ancora Advisors
Ohio
$234K +$10.1K +400 +5%
APWA
359
Atlas Private Wealth Advisors
New Jersey
$233K -$151K -5,971 -39%
SS
360
Sunbelt Securities
Texas
$228K -$15.3K -606 -6%
LFG
361
Lockerman Financial Group
California
$227K +$227K +8,987 New
ATPW
362
Ashton Thomas Private Wealth
Arizona
$222K -$130K -5,131 -37%
ADL
363
Asset Dedication LLC
California
$217K – – –
ORG
364
Optimist Retirement Group
Washington
$211K +$211K +8,349 New
TWP
365
Triad Wealth Partners
Kansas
$209K +$209K +8,262 New
AO
366
Advisor OS
Illinois
$208K +$6.19K +245 +3%
FFA
367
Founders Financial Alliance
North Carolina
$204K +$1.24K +49 +0.6%
BRWA
368
B. Riley Wealth Advisors
Florida
$202K +$11.9K +488 +6%
GWSG
369
GPS Wealth Strategies Group
Colorado
$202K +$126 +5 +0.1%
FAP
370
Financial Advisory Partners
Florida
$201K +$201K +7,936 New
HGERS
371
Householder Group Estate & Retirement Specialist
Arizona
$198K -$115K -4,534 -37%
SMA
372
Sage Mountain Advisors
Georgia
$176K +$176K +6,967 New
BHWM
373
Bay Harbor Wealth Management
Maryland
$174K – – –
CWP
374
Concord Wealth Partners
Virginia
$153K -$3.21K -127 -2%
CA
375
Continuum Advisory
Idaho
$132K -$345K -13,866 -72%
13 14
15
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