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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

416 hedge funds and large institutions have $4.72B invested in SPDR Portfolio Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 139 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.56%
Holding in Top 10
57
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.62%
% of All Funds
0.9%
New
45
Increased
190
Reduced
139
Closed
40
Calls
$200K
Puts
$12.4M
Net Calls
-$12.2M
Net Calls Change
-$1.25M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$178M
2
LPL Financial
2
LPL Financial
California
$512M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$160M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$187M
5
JFG
5
Jefferies Financial Group
New York
$37.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$91.1M
2
AssetMark Inc
2
AssetMark Inc
California
$30.4M
3
RWA
3
Rooted Wealth Advisors
Illinois
$1.84M
4
GI
4
Gradient Investments
Minnesota
$128M
5
RJA
5
Raymond James & Associates
Florida
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
401
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K – – –
NSIM
402
North Star Investment Management
Illinois
$6.53K +$76 +3 +1%
First Manhattan
403
First Manhattan
New York
$5.86K – – –
BlackRock
404
BlackRock
New York
$5.48K – – –
FA
405
Fiduciary Alliance
South Carolina
$5.38K +$5.38K +212 New
WWP
406
WR Wealth Planners
Missouri
$4.21K – – –
BC
407
Barrett & Company
Rhode Island
$3.98K – – –
AIP
408
Ameritas Investment Partners
Nebraska
$3.44K -$7.72K -305 -69%
BSB
409
Bangor Savings Bank
Maine
$2.82K – – –
OFG
410
Oxford Financial Group
Indiana
$2.13K +$2.13K +84 New
RCM
411
Rain Capital Management
Oregon
$1.37K – – –
EWM
412
EPG Wealth Management
Georgia
$1.35K -$5.79K -228 -81%
TFA
413
Transamerica Financial Advisors
Florida
$1K – – –
VF
414
VitalStone Financial
Texas
$1K +$1K +44 New
PO
415
Private Ocean
California
$710 +$710 +28 New
AWM
416
Avior Wealth Management
Nebraska
$380 -$1.24K -49 -77%
HF
417
HRT Financial
New York
– -$4.28M -166,079 Closed
GFS
418
GYL Financial Synergies
Connecticut
– -$4.1M -158,940 Closed
Millennium Management
419
Millennium Management
New York
– -$4.09M -158,380 Closed
CFGF
420
Compass Financial Group (Florida)
Florida
– -$2.77M -107,488 Closed
Citadel Advisors
421
Citadel Advisors
Florida
– -$2.09M -81,077 Closed
SWM
422
Scissortail Wealth Management
Oklahoma
– -$1.28M -49,540 Closed
SFG
423
SNS Financial Group
Minnesota
– -$1.24M -48,065 Closed
Renaissance Technologies
424
Renaissance Technologies
New York
– -$1.03M -39,800 Closed
FIM
425
Freedom Investment Management
Connecticut
– -$1.02M -39,739 Closed
15 16
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