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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 %
BSB
401
Bangor Savings Bank
Maine
$2.86K – – –
Fidelity Investments
402
Fidelity Investments
Massachusetts
$2.81K -$2.3K -89 -45%
PA
403
PSI Advisors
Florida
$2.55K +$2.55K +99 New
Commonwealth Equity Services
404
Commonwealth Equity Services
Massachusetts
$2.23K +$88 +3,406 +4%
JPMorgan Chase & Co
405
JPMorgan Chase & Co
New York
$2K +$2K +72 New
AWM
406
Avior Wealth Management
Nebraska
$1.65K -$1.52K -59 -48%
RCM
407
Rain Capital Management
Oregon
$1.38K +$26 +1 +2%
Franklin Resources
408
Franklin Resources
California
$1.14K +$1.14K +44 New
AWM
409
Abound Wealth Management
Tennessee
$1.11K +$1.11K +43 New
TFA
410
Transamerica Financial Advisors
Florida
$1K -$47.1K -1,318 -98%
AWM
411
Aspire Wealth Management
Massachusetts
$799 -$387 -15 -33%
HCP
412
Hexagon Capital Partners
Arkansas
$464 +$464 +18 New
BNP Paribas Financial Markets
413
BNP Paribas Financial Markets
France
$26 -$482K -18,557 -100%
RA
414
Rational Advisors
New York
– -$121M -4,796,257 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
415
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$32.7M -1,300,000 Closed
KMWM
416
Keudell/Morrison Wealth Management
Oregon
– -$28.3M -1,126,911 Closed
Toronto Dominion Bank
417
Toronto Dominion Bank
Ontario, Canada
– -$21.3M -850,000 Closed
WIM
418
WealthPlan Investment Management
Nebraska
– -$13.5M -530,245 Closed
BOC
419
Bull Oak Capital
California
– -$11.2M -444,647 Closed
PFA
420
Peak Financial Advisors
Colorado
– -$7.89M -314,100 Closed
LFPWM
421
Leicht Financial Planning & Wealth Management
New Jersey
– -$4.77M -189,663 Closed
PPP
422
Private Portfolio Partners
New Jersey
– -$4.66M -185,245 Closed
MPW
423
MGO Private Wealth
California
– -$2.85M -113,563 Closed
FFG
424
Ford Financial Group
California
– -$2.49M -99,222 Closed
ICMP
425
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$2.43M -96,709 Closed
15 16
17
18 19