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.

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 Market Value Shares Shares
Change 		Shares
Change %
GKWIM
26
Gerber Kawasaki Wealth & Investment Management
California
$47.4M 1,948,795 +269,533 +16%
TC
27
Trilogy Capital
California
$45.9M 1,886,117 +20,844 +1%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$41.2M 1,694,131 +220,787 +15%
Truist Financial
29
Truist Financial
North Carolina
$39.7M 1,629,231 +31,150 +2%
GVAG
30
Great Valley Advisor Group
Delaware
$38.5M 1,581,898 +53,647 +4%
GP
31
Girard Partners
Pennsylvania
$36.6M 1,502,150 +41,135 +3%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$35.9M 1,473,990 +1,473,990 New
UBS Group
33
UBS Group
Switzerland
$30.6M 1,256,078 +240,716 +24%
Bank of America
34
Bank of America
North Carolina
$29.6M 1,216,370 +15,382 +1%
SWM
35
SigFig Wealth Management
California
$29.4M 1,209,029 -79,922 -6%
MD
36
Money Design
Japan
$29.2M 1,198,841 -2,632 -0.2%
EH
37
Equitable Holdings
New York
$26.1M 1,072,560 -12,060 -1%
AssetMark Inc
38
AssetMark Inc
California
$25.9M 1,065,983 -130,542 -11%
Wells Fargo
39
Wells Fargo
California
$25.5M 1,048,012 +12,938 +1%
RWM
40
Reston Wealth Management
Virginia
$24.4M 1,002,791 +24,358 +2%
BA
41
Bristlecone Advisors
Washington
$23.2M 954,452 -89,189 -9%
WFPG
42
Waller Financial Planning Group
Ohio
$22.8M 937,024 +9,865 +1%
PAS
43
Park Avenue Securities
New York
$22.5M 925,289 +180,544 +24%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$22.3M 916,989 +24,249 +3%
LPAM
45
Lodestar Private Asset Management
California
$21.6M 887,220 +64,423 +8%
AWM
46
AE Wealth Management
Kansas
$20.2M 828,099 -103,334 -11%
HWA
47
Heartwood Wealth Advisors
Virginia
$20M 823,570 +9,614 +1%
AI
48
Arrien Investments
Idaho
$19.7M 808,861 +1,566 +0.2%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$19.1M 784,000 +784,000 New
T
50
TrueFG
Texas
$18.9M 775,142 +40,469 +6%
1
2
3 4 5