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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 %
RCM
401
Rain Capital Management
Oregon
$1.33K +$24 +1 +2%
TFA
402
Transamerica Financial Advisors
Florida
$1K – – –
VF
403
VitalStone Financial
Texas
$1K – – –
NC
404
NewSquare Capital
Pennsylvania
$706 +$706 +29 New
EWM
405
EPG Wealth Management
Georgia
$633 -$657 -27 -51%
AWM
406
Avior Wealth Management
Nebraska
$365 – – –
JFG
407
Jefferies Financial Group
New York
– -$37.6M -1,482,135 Closed
Susquehanna International Group
408
Susquehanna International Group
Pennsylvania
– -$32.9M -1,297,445 Closed
PL
409
Protective Life
Alabama
– -$3.81M -150,000 Closed
VAS
410
Vestmark Advisory Solutions
Massachusetts
– -$1.97M -77,642 Closed
EFS
411
Econ Financial Services
Pennsylvania
– -$1.45M -57,072 Closed
BFM
412
Boothbay Fund Management
New York
– -$1.27M -50,000 Closed
SS
413
Simplicity Solutions
Minnesota
– -$1.27M -49,977 Closed
CCM
414
Crabel Capital Management
California
– -$1.26M -49,475 Closed
AWM
415
Apollon Wealth Management
South Carolina
– -$1.2M -47,196 Closed
RCIM
416
Red Cedar Investment Management
Michigan
– -$925K -36,471 Closed
BFA
417
Beaumont Financial Advisors
Massachusetts
– -$784K -30,407 Closed
CAM
418
Clark Asset Management
New Hampshire
– -$646K -25,461 Closed
AT
419
American Trust
Kentucky
– -$481K -18,746 Closed
SI
420
Stephens Inc
Arkansas
– -$428K -16,881 Closed
TAIM
421
TD Ameritrade Investment Management
Nebraska
– -$414K -16,309 Closed
PFM
422
Peak Financial Management
Massachusetts
– -$402K -15,859 Closed
ISWM
423
Independent Solutions Wealth Management
New York
– -$293K -11,537 Closed
BAM
424
Belpointe Asset Management
Nevada
– -$286K -11,285 Closed
LFAS
425
Level Four Advisory Services
Texas
– -$280K -11,018 Closed
15 16
17
18 19