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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

444 hedge funds and large institutions have $5.88B invested in SPDR Portfolio Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+38
Holders Change %
+9.36%
% of All Funds
6.51%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.98%
New
82
Increased
188
Reduced
145
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Syon Capital
California
$178M
2
BAAM
2
Baker Avenue Asset Management
California
$71.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$164M
4
TFA
4
Tobias Financial Advisors
Florida
$71.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$57.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
GAG
2
GM Advisory Group
New York
$27.6M
3
LPL Financial
3
LPL Financial
California
$518M
4
GWP
4
Gateway Wealth Partners
Wisconsin
$4.91M
5
Bank of America
5
Bank of America
North Carolina
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
426
Cherry Tree Wealth Management
Minnesota
$7.1K +$1.39K +54 +24%
CIM
427
Contravisory Investment Management
Massachusetts
$7.05K +$7.05K +275 New
NSIM
428
North Star Investment Management
Illinois
$6.74K +$77 +3 +1%
BCMLT
429
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.72K – – –
BlackRock
430
BlackRock
New York
$5.97K +$51 +2 +0.9%
PA
431
Pineridge Advisors
Missouri
$4.77K +$4.77K +186 New
BC
432
Barrett & Company
Rhode Island
$4.03K – – –
First Manhattan
433
First Manhattan
New York
$2.67K – – –
OFG
434
Oxford Financial Group
Indiana
$2.15K +$2.15K +84 New
AIM
435
Anchor Investment Management
South Carolina
$2.08K – – –
RFG
436
REAP Financial Group
Texas
$1.92K +$1.92K +75 New
TFA
437
Transamerica Financial Advisors
Florida
$1K – – –
VF
438
VitalStone Financial
Texas
$1K – – –
NC
439
NewSquare Capital
Pennsylvania
$744 – – –
EWM
440
EPG Wealth Management
Georgia
$650 – – –
AWM
441
Avior Wealth Management
Nebraska
$384 – – –
HCP
442
Hexagon Capital Partners
Arkansas
$231 +$231 +9 New
CFD
443
Creative Financial Designs
Indiana
$51 -$23.6K -924 -100%
FFA
444
Frazier Financial Advisors
Ohio
$27 +$27 +1 New
Citadel Advisors
445
Citadel Advisors
Florida
– -$11.2M -461,784 Closed
OMC
446
Old Mission Capital
Illinois
– -$8.03M -329,844 Closed
WP
447
WealthShield Partners
North Carolina
– -$2.39M -98,195 Closed
Squarepoint
448
Squarepoint
New York
– -$2.26M -92,747 Closed
WWM
449
Wiser Wealth Management
Georgia
– -$1.99M -81,747 Closed
Koshinski Asset Management
450
Koshinski Asset Management
Illinois
– -$1.63M -67,040 Closed
16 17
18
19 20