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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$52.5M 2,046,664 -193,668 -9%
FWI
27
Facet Wealth Inc
Maryland
$51.3M 2,024,132 -42,334 -2%
GLR
28
Great Lakes Retirement
Ohio
$49M 1,909,827 -55,417 -3%
TC
29
Trilogy Capital
California
$48.2M 1,878,535 -7,582 -0.4%
RJA
30
Raymond James & Associates
Florida
$48M 1,871,976 -117,592 -6%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$45.4M 1,769,359 +75,228 +4%
Truist Financial
32
Truist Financial
North Carolina
$44.4M 1,729,919 +100,688 +6%
HighTower Advisors
33
HighTower Advisors
Illinois
$41.9M 1,632,899 +1,269,209 +349%
GVAG
34
Great Valley Advisor Group
Delaware
$40.7M 1,587,196 +5,298 +0.3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$40.1M 1,563,424 +89,434 +6%
AssetMark Inc
36
AssetMark Inc
California
$39.9M 1,555,988 +490,005 +46%
GP
37
Girard Partners
Pennsylvania
$37.7M 1,471,934 -30,216 -2%
US Bancorp
38
US Bancorp
Minnesota
$34.9M 1,360,957 +710,574 +109%
MD
39
Money Design
Japan
$31.2M 1,217,892 +19,051 +2%
UBS Group
40
UBS Group
Switzerland
$29.4M 1,148,323 -107,755 -9%
Wells Fargo
41
Wells Fargo
California
$29.2M 1,137,973 +89,961 +9%
NA
42
NewEdge Advisors
Louisiana
$29.2M 1,138,266 +831,893 +272%
TCPWM
43
Traverso Chambers Private Wealth Management
California
$29.1M 1,134,340 +1,134,340 New
PAS
44
Park Avenue Securities
New York
$27.9M 1,086,776 +161,487 +17%
GAG
45
GM Advisory Group
New York
$27.6M 1,075,129 -1,996,322 -65%
AWM
46
AE Wealth Management
Kansas
$25.7M 1,016,321 +188,222 +23%
RWM
47
Reston Wealth Management
Virginia
$25.6M 998,907 -3,884 -0.4%
Goldman Sachs
48
Goldman Sachs
New York
$24.7M 962,433 -2,338,115 -71%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$24.2M 942,935 +321,071 +52%
SWM
50
SigFig Wealth Management
California
$23.8M 943,121 -265,908 -22%
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