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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$40.5M 1,598,081 +53,289 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$39M 1,536,120 +30,674 +2%
GVAG
28
Great Valley Advisor Group
Delaware
$38.8M 1,528,251 +222,698 +17%
JFG
29
Jefferies Financial Group
New York
$37.6M 1,482,135 +1,482,135 New
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$37.4M 1,473,344 +546,027 +59%
GP
31
Girard Partners
Pennsylvania
$37.1M 1,461,015 +41,637 +3%
SWM
32
SigFig Wealth Management
California
$34.5M 1,288,951 -119,712 -8%
Ameriprise
33
Ameriprise
Minnesota
$33.1M 1,304,204 -136,290 -9%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$32.9M 1,297,445 +1,297,445 New
MD
35
Money Design
Japan
$30.5M 1,201,473 -151,679 -11%
Bank of America
36
Bank of America
North Carolina
$30.5M 1,200,988 +246,893 +26%
AssetMark Inc
37
AssetMark Inc
California
$30.4M 1,196,525 -842,823 -41%
EH
38
Equitable Holdings
New York
$27.5M 1,084,620 +27,030 +3%
BA
39
Bristlecone Advisors
Washington
$26.5M 1,043,641 +322,771 +45%
Wells Fargo
40
Wells Fargo
California
$26.3M 1,035,074 -31,702 -3%
UBS Group
41
UBS Group
Switzerland
$25.8M 1,015,362 +856,439 +539%
RWM
42
Reston Wealth Management
Virginia
$24.8M 978,433 +12,878 +1%
WA
43
Waverly Advisors
Alabama
$24.4M 960,545 +4,116 +0.4%
AWM
44
AE Wealth Management
Kansas
$23.6M 931,433 +155,036 +20%
WFPG
45
Waller Financial Planning Group
Ohio
$23.5M 927,159 -3,581 -0.4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$22.6M 892,740 -17,557 -2%
LPAM
47
Lodestar Private Asset Management
California
$20.9M 822,797 +125,875 +18%
HWA
48
Heartwood Wealth Advisors
Virginia
$20.7M 813,956 +15,681 +2%
AI
49
Arrien Investments
Idaho
$20.5M 807,295 +80,616 +11%
GWP
50
Gateway Wealth Partners
Wisconsin
$20.2M 796,524 +8,800 +1%
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