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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 %
CSWM
376
Cassady Schiller Wealth Management
Ohio
$18K – – –
PFBT
377
Parkside Financial Bank & Trust
Missouri
$16.9K +$146 +6 +0.9%
BWM
378
Baystate Wealth Management
Massachusetts
$16.1K -$28.7K -1,180 -64%
Bessemer Group
379
Bessemer Group
New Jersey
$16K +$16K +639 New
Fidelity Investments
380
Fidelity Investments
Massachusetts
$15.7K +$7.79K +320 +98%
AAP
381
Arax Advisory Partners
Colorado
$15.6K +$852 +35 +6%
GFPC
382
Global Financial Private Client
Florida
$13.9K – – –
RIA
383
Realta Investment Advisors
Delaware
$11.6K – – –
AIP
384
Ameritas Investment Partners
Nebraska
$11.5K +$8.18K +336 +247%
PFM
385
Phillips Financial Management
Indiana
$11.1K +$97 +4 +0.9%
RWPA
386
Richard W. Paul & Associates
Michigan
$11.1K -$6.43K -264 -37%
SPIA
387
Steward Partners Investment Advisory
New York
$9.42K – – –
AAG
388
Armstrong Advisory Group
Massachusetts
$8.4K +$8.4K +345 New
BNP Paribas Financial Markets
389
BNP Paribas Financial Markets
France
$8.15K – – –
FHA
390
First Horizon Advisors
Tennessee
$7.55K – – –
TRCT
391
Tower Research Capital (TRC)
New York
$7.4K +$7.4K +304 New
BCMLT
392
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K – – –
NSIM
393
North Star Investment Management
Illinois
$6.32K +$49 +2 +0.8%
BlackRock
394
BlackRock
New York
$5.62K +$365 +15 +7%
PCMC
395
Private Capital Management (Colorado)
Colorado
$5.57K +$5.57K +229 New
CTWM
396
Cherry Tree Wealth Management
Minnesota
$5.43K -$7.13K -293 -57%
BC
397
Barrett & Company
Rhode Island
$3.82K – – –
First Manhattan
398
First Manhattan
New York
$2.53K -$3.09K -127 -55%
AIM
399
Anchor Investment Management
South Carolina
$1.97K +$1.97K +81 New
FIM
400
FWL Investment Management
Texas
$1.7K +$1.7K +70 New
14 15
16
17 18