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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 %
BWM
376
Baystate Wealth Management
Massachusetts
$22.5K -$30.9K -1,198 -58%
IRC
377
Investors Research Corp
Georgia
$19.9K – – –
SIS
378
Sound Income Strategies
Florida
$19.9K +$19.9K +773 New
OSNBOA
379
Old Second National Bank of Aurora
Illinois
$19.8K +$2.97K +115 +18%
CSWM
380
Cassady Schiller Wealth Management
Ohio
$19.1K – – –
Qube Research & Technologies (QRT)
381
Qube Research & Technologies (QRT)
United Kingdom
$15.9K – – –
TC
382
Truvestments Capital
Florida
$14.7K – – –
FFA
383
Farther Finance Advisors
California
$14.3K +$14.3K +555 New
AAP
384
Arax Advisory Partners
Colorado
$14K +$1.5K +58 +12%
ACA
385
Aptus Capital Advisors
Alabama
$12.9K -$1.25M -48,494 -99%
PFM
386
Phillips Financial Management
Indiana
$11.6K +$52 +2 +0.4%
AIP
387
Ameritas Investment Partners
Nebraska
$11.4K +$52 +2 +0.5%
SPIA
388
Steward Partners Investment Advisory
New York
$9.98K +$9.98K +387 New
FHA
389
First Horizon Advisors
Tennessee
$7.99K – – –
EWM
390
EPG Wealth Management
Georgia
$7.23K – – –
BCMLT
391
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.12K – – –
HT
392
Headlands Technologies
Illinois
$6.81K +$6.81K +264 New
NSIM
393
North Star Investment Management
Illinois
$6.59K +$26 +1 +0.4%
First Manhattan
394
First Manhattan
New York
$5.96K – – –
BlackRock
395
BlackRock
New York
$5.57K -$28.7M -1,113,763 -100%
WWP
396
WR Wealth Planners
Missouri
$4.28K +$4.28K +166 New
FPFS
397
First Personal Financial Services
North Carolina
$4.13K +$4.13K +160 New
BC
398
Barrett & Company
Rhode Island
$4.05K – – –
WFA
399
West Financial Advisors
Iowa
$3.9K – – –
CIA
400
Cape Investment Advisory
Georgia
$2.97K +$2.97K +115 New
14 15
16
17 18