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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 %
TSS
426
Two Sigma Securities
New York
– -$863K -33,464 Closed
BFG
427
Buttonwood Financial Group
Missouri
– -$554K -21,482 Closed
OFG
428
OTA Financial Group
New York
– -$492K -19,108 Closed
Baird Financial Group
429
Baird Financial Group
Wisconsin
– -$417K -16,158 Closed
AAS
430
Ameritas Advisory Services
Nebraska
– -$383K -14,887 Closed
FFN
431
Focus Financial Network
Minnesota
– -$350K -13,561 Closed
WIA
432
World Investment Advisors
California
– -$330K -12,785 Closed
MW
433
Marcum Wealth
Ohio
– -$327K -12,678 Closed
SG
434
StoneX Group
New York
– -$323K -12,543 Closed
T
435
TCWP
Ohio
– -$282K -10,939 Closed
FPAS
436
Focus Partners Advisor Solutions
Missouri
– -$258K -10,003 Closed
MSAM
437
Moloney Securities Asset Management
Missouri
– -$254K -9,831 Closed
BRWA
438
B. Riley Wealth Advisors
Florida
– -$232K -9,001 Closed
FMI
439
F/M Investments
District of Columbia
– -$214K -7,896 Closed
CM
440
Cornerstone Management
Georgia
– -$126K -4,904 Closed
BA
441
Bellwether Advisors
Nebraska
– -$95.8K -3,715 Closed
BFEC
442
Benjamin F. Edwards & Company
Missouri
– -$95K -3,695 Closed
ASN
443
Advisory Services Network
Georgia
– -$95.1K -3,689 Closed
SCA
444
Stonebridge Capital Advisors
Minnesota
– -$87.5K -3,392 Closed
AWM
445
Accel Wealth Management
Iowa
– -$34.5K -1,338 Closed
CB
446
CNB Bank
Pennsylvania
– -$25.3K -980 Closed
AWM
447
Activest Wealth Management
Florida
– -$23.6K -915 Closed
HT
448
Headlands Technologies
Illinois
– -$6.81K -264 Closed
FPFS
449
First Personal Financial Services
North Carolina
– -$4.13K -160 Closed
WFA
450
West Financial Advisors
Iowa
– -$3.9K -151 Closed
15 16 17
18
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