SPAB icon

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 %
BRWA
376
B. Riley Wealth Advisors
Florida
$201K -$12.5K -488 -6%
Bank of Montreal
377
Bank of Montreal
Ontario, Canada
$187K +$128K +4,979 +218%
GFPC
378
Global Financial Private Client
Florida
$186K +$171K +6,678 +1,155%
BHWM
379
Bay Harbor Wealth Management
Maryland
$176K – – –
FWM
380
Focused Wealth Management
New York
$173K -$7.87K -307 -4%
CP
381
Castleview Partners
Texas
$162K +$99.8K +3,893 +162%
BWM
382
BKM Wealth Management
Wisconsin
$158K +$158K +6,171 New
CWP
383
Concord Wealth Partners
Virginia
$158K +$1.46K +57 +0.9%
RWPA
384
Richard W. Paul & Associates
Michigan
$137K +$125K +4,874 +1,067%
BCMIO
385
Beacon Capital Management Inc (Ohio)
Ohio
$115K -$128 -5 -0.1%
KFP
386
Keener Financial Planning
Texas
$107K +$107K +4,183 New
W
387
WealthCollab
Washington
$94.9K +$94.9K +3,701 New
OSNBOA
388
Old Second National Bank of Aurora
Illinois
$85.3K – – –
SIS
389
Sound Income Strategies
Florida
$81.2K +$61.4K +2,395 +310%
CIAS
390
Capital Investment Advisory Services
North Carolina
$76.6K – – –
KFI
391
Key Financial Inc
Pennsylvania
$76.5K +$38.4K +1,497 +101%
FBC
392
Fairfield, Bush & Co
Connecticut
$73.7K +$73.7K +2,875 New
IHWM
393
Iron Horse Wealth Management
Iowa
$72.5K -$1.23K -48 -2%
WIA
394
Wetzel Investment Advisors
Indiana
$70K +$70K +2,730 New
JWA
395
JFS Wealth Advisors
Pennsylvania
$66.4K +$615 +24 +0.9%
DJSG
396
D.J. St. Germain
Massachusetts
$58K -$1.03K -40 -2%
WIM
397
Westside Investment Management
California
$53K – – –
PA
398
PSI Advisors
Florida
$51.3K – – –
HIA
399
Harbor Investment Advisory
Maryland
$50.9K -$590 -23 -1%
FFA
400
Farther Finance Advisors
California
$50.5K -$26.7K -1,040 -35%
14 15
16
17 18