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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 %
6F
426
626 Financial
Michigan
– -$2.13M -84,807 Closed
IAIM
427
International Assets Investment Management
Florida
– -$4.62M -79,793 Closed
Koshinski Asset Management
428
Koshinski Asset Management
Illinois
– -$1.53M -60,768 Closed
LSAG
429
Lake Street Advisors Group
New Hampshire
– -$1.2M -47,553 Closed
UFA
430
US Financial Advisors
Massachusetts
– -$798K -31,758 Closed
BFA
431
Brown Financial Advisory
Alabama
– -$680K -27,070 Closed
SHJ
432
Sharkey, Howes & Javer
Colorado
– -$670K -26,667 Closed
SCA
433
Snowden Capital Advisors
New York
– -$657K -26,159 Closed
CI
434
CX Institutional
Indiana
– -$648K -25,766 Closed
SIA
435
Strategic Investment Advisors
Michigan
– -$447K -17,769 Closed
SAM
436
Stone Asset Management
Texas
– -$347K -13,825 Closed
HSA
437
HBK Sorce Advisory
Pennsylvania
– -$318K -12,650 Closed
T
438
TRUADVICE
Florida
– -$325K -12,566 Closed
FFM
439
Flagstone Financial Management
Nebraska
– -$314K -12,509 Closed
AFP
440
Ausdal Financial Partners
Iowa
– -$286K -11,365 Closed
JWCA
441
J.W. Cole Advisors
Florida
– -$257K -10,218 Closed
EFH
442
Eaton Financial Holdings
Florida
– -$255K -10,147 Closed
CWM
443
Catalyst Wealth Management
Georgia
– -$244K -9,707 Closed
CAAS
444
Capital Asset Advisory Services
Michigan
– -$231K -9,198 Closed
ZF
445
Zhang Financial
Michigan
– -$209K -8,308 Closed
WOSD
446
WFA of San Diego
California
– -$130K -5,160 Closed
PIMG
447
Patriot Investment Management Group
Tennessee
– -$61.7K -2,384 Closed
FWP
448
FAS Wealth Partners
Kansas
– -$49.4K -1,967 Closed
BCV
449
Banque Cantonale Vaudoise
Switzerland
– -$24K -942 Closed
FA
450
Faithward Advisors
Pennsylvania
– -$20.4K -810 Closed
15 16 17
18
19