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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SigFig Wealth Management
California
$38.2M 1,408,663 +800,574 +132%
Ameriprise
27
Ameriprise
Minnesota
$37.2M 1,440,494 +1,270,483 +747%
GP
28
Girard Partners
Pennsylvania
$36.6M 1,419,378 +110,125 +8%
MD
29
Money Design
Japan
$34.9M 1,353,152 +58,296 +5%
KW
30
KWB Wealth
California
$34.6M 1,375,869 +15,552 +1%
GVAG
31
Great Valley Advisor Group
Delaware
$33.7M 1,305,553 -35,282 -3%
Wells Fargo
32
Wells Fargo
California
$27.5M 1,066,776 -211,452 -17%
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
California
$27.4M 1,063,446 +49,358 +5%
EH
34
Equitable Holdings
New York
$27.3M 1,057,590 +124,202 +13%
RWM
35
Reston Wealth Management
Virginia
$24.9M 965,555 +82,208 +9%
WA
36
Waverly Advisors
Alabama
$24.7M 956,429 -42,566 -4%
Bank of America
37
Bank of America
North Carolina
$24.6M 954,095 +163,062 +21%
WFPG
38
Waller Financial Planning Group
Ohio
$24M 930,740 +265,415 +40%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$23.9M 927,317 +72,528 +8%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$23.5M 910,297 +13,073 +1%
Creative Planning
41
Creative Planning
Kansas
$21M 813,871 -85,773 -10%
HWA
42
Heartwood Wealth Advisors
Virginia
$20.6M 798,275 +26,957 +3%
MML Investors Services
43
MML Investors Services
Massachusetts
$20.5M 794,175 -115,812 -13%
GWP
44
Gateway Wealth Partners
Wisconsin
$20.3M 787,724 -67,893 -8%
AWM
45
AE Wealth Management
Kansas
$20M 776,397 -36,913 -5%
AI
46
Arrien Investments
Idaho
$18.7M 726,679 +726,679 New
BA
47
Bristlecone Advisors
Washington
$18.6M 720,870 -8,647 -1%
MGIA
48
Moneta Group Investment Advisors
Missouri
$18.6M 719,404 +29,638 +4%
PI
49
PFS Investments
Georgia
$18.3M 705,021 +185,802 +36%
PAS
50
Park Avenue Securities
New York
$18.3M 709,018 -115,198 -14%
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