SPAB icon

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 %
Charles Schwab
426
Charles Schwab
California
– -$259K -10,196 Closed
CGFA
427
Colton Groome Financial Advisors
North Carolina
– -$238K -9,367 Closed
SCA
428
Sandy Cove Advisors
Massachusetts
– -$235K -9,279 Closed
AFP
429
Ausdal Financial Partners
Iowa
– -$230K -9,058 Closed
CW
430
CreativeOne Wealth
Kansas
– -$224K -8,813 Closed
BW
431
BIP Wealth
Georgia
– -$220K -8,658 Closed
SCP
432
Syntal Capital Partners
Texas
– -$216K -8,528 Closed
SWA
433
Stratos Wealth Advisors
Ohio
– -$214K -8,436 Closed
BJL
434
Brighton Jones LLC
Washington
– -$209K -8,241 Closed
IF
435
Intrua Financial
Texas
– -$208K -8,196 Closed
CAG
436
Csenge Advisory Group
Florida
– -$207K -8,147 Closed
EI
437
Ellevest Inc
New York
– -$205K -8,074 Closed
BTI
438
Blue Trust Inc
Georgia
– -$138K -5,339 Closed
QCG
439
Quadrant Capital Group
Ohio
– -$51.5K -2,029 Closed
GIA
440
GHP Investment Advisors
Colorado
– -$49.5K -1,989 Closed
SWM
441
Spire Wealth Management
Virginia
– -$49K -1,932 Closed
HS
442
Horan Securities
United States
– -$40.9K -1,613 Closed
IGWM
443
ICA Group Wealth Management
Colorado
– -$25.9K -1,021 Closed
FBC
444
Fairfield, Bush & Co
Connecticut
– -$25.4K -1,000 Closed
HCM
445
Hollencrest Capital Management
California
– -$24K -946 Closed
CWA
446
Clearview Wealth Advisors
Oregon
– -$23.6K -931 Closed
AWM
447
Abound Wealth Management
Tennessee
– -$15.8K -623 Closed
TC
448
Truvestments Capital
Florida
– -$14.4K -569 Closed
FA
449
Fiduciary Alliance
South Carolina
– -$5.38K -212 Closed
WWP
450
WR Wealth Planners
Missouri
– -$4.21K -166 Closed
15 16 17
18
19