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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 %
MA
451
MONECO Advisors
Connecticut
– -$1.6M -65,793 Closed
WAS
452
Wealth Advisory Solutions
Indiana
– -$1.36M -55,872 Closed
SWM
453
Scissortail Wealth Management
Oklahoma
– -$1.32M -55,352 Closed
RPGK
454
Retirement Planning Group (Kansas)
Kansas
– -$863K -35,474 Closed
Renaissance Technologies
455
Renaissance Technologies
New York
– -$543K -22,300 Closed
SA
456
Shilanski & Associates
Alaska
– -$419K -17,206 Closed
AAS
457
Ameritas Advisory Services
Nebraska
– -$373K -15,371 Closed
SPC
458
Sigma Planning Corp
Michigan
– -$312K -12,810 Closed
FPAS
459
Focus Partners Advisor Solutions
Missouri
– -$239K -9,818 Closed
WIP
460
WealthCare Investment Partners
Rhode Island
– -$226K -9,376 Closed
CCM
461
Crew Capital Management
Ohio
– -$227K -9,339 Closed
PFA
462
Peak Financial Advisors
Colorado
– -$212K -8,712 Closed
AWM
463
Accurate Wealth Management
Florida
– -$204K -8,547 Closed
FFW
464
Fusion Family Wealth
New York
– -$207K -8,500 Closed
KAS
465
KPP Advisory Services
Kentucky
– -$205K -8,436 Closed
JWCA
466
J.W. Cole Advisors
Florida
– -$204K -8,382 Closed
FWM
467
Forza Wealth Management
Florida
– -$203K -8,350 Closed
NIC
468
Northwest Investment Counselors
Oregon
– -$119K -4,884 Closed
SSWM
469
Sheets Smith Wealth Management
North Carolina
– -$85.2K -3,500 Closed
CSPIA
470
Cary Street Partners Investment Advisory
Virginia
– -$36.8K -1,512 Closed
TWM
471
Tradition Wealth Management
Minnesota
– -$26K -1,071 Closed
CSWM
472
Cassady Schiller Wealth Management
Ohio
– -$18K -739 Closed
Bessemer Group
473
Bessemer Group
New Jersey
– -$16K -639 Closed
RIA
474
Realta Investment Advisors
Delaware
– -$11.6K -457 Closed
AAG
475
Armstrong Advisory Group
Massachusetts
– -$8.4K -345 Closed
16 17 18
19
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