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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

438 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 172 reducing their positions, and 48 closing their positions.

Holders
438
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
6.35%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
0.91%
New
53
Increased
178
Reduced
172
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$95.3M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252M
3
LPL Financial
3
LPL Financial
California
$576M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$308M
5
ACM
5
AlphaStar Capital Management
North Carolina
$37.8M

Top Sellers

1
SC
1
Syon Capital
California
$87.8M
2
State Street
2
State Street
Massachusetts
$126M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$113M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Simplex Trading
401
Simplex Trading
Illinois
$25K 1,000 +1,000 New
CIA
402
Cape Investment Advisory
Georgia
$24.5K 970 -170 -15%
AWM
403
Activest Wealth Management
Florida
$23.1K 915 +915 New
IGWM
404
ICA Group Wealth Management
Colorado
$22K 871 – –
WWM
405
Wolff Wiese Magana
California
$21.7K 857 +189 +28%
CAL
406
Capital Analysts LLC
Pennsylvania
$20K 805 +114 +16%
AAP
407
Arax Advisory Partners
Colorado
$18.9K 749 +65 +10%
PFBT
408
Parkside Financial Bank & Trust
Missouri
$17.9K 709 +4 +0.6%
NECFA
409
New England Capital Financial Advisors
Connecticut
$15.3K 605 +4 +0.7%
DWS
410
Dynamic Wealth Strategies
California
$15K 598 – –
GFPC
411
Global Financial Private Client
Florida
$14.5K 578 -6,678 -92%
IRC
412
Investors Research Corp
Georgia
$14.3K 567 – –
VNA
413
Valley National Advisers
Pennsylvania
$14K 582 -10,490 -95%
SIC
414
SJS Investment Consulting
Ohio
$11.8K 468 +468 New
PFM
415
Phillips Financial Management
Indiana
$11.8K 466 +2 +0.4%
HFS
416
Horizon Financial Services
North Carolina
$10.5K 416 -18,261 -98%
FHA
417
First Horizon Advisors
Tennessee
$7.84K 310 – –
BL
418
BFSG LLC
California
$7.58K 300 +300 New
TPCW
419
TD Private Client Wealth
New York
$7.51K 297 +297 New
CTWM
420
Cherry Tree Wealth Management
Minnesota
$7K 277 – –
BCMLT
421
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.98K 276 – –
NSIM
422
North Star Investment Management
Illinois
$6.69K 265 +2 +0.8%
RIA
423
Realta Investment Advisors
Delaware
$6.29K 249 +249 New
BlackRock
424
BlackRock
New York
$6.22K 246 +13 +6%
BC
425
Barrett & Company
Rhode Island
$3.97K 157 – –
15 16
17
18 19