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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

438 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 172 reducing their positions, and 48 closing their positions.

Holders
438
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
6.35%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
0.91%
New
53
Increased
178
Reduced
172
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$95.3M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252M
3
LPL Financial
3
LPL Financial
California
$576M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$308M
5
ACM
5
AlphaStar Capital Management
North Carolina
$37.8M

Top Sellers

1
SC
1
Syon Capital
California
$87.8M
2
State Street
2
State Street
Massachusetts
$126M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$113M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GLR
26
Great Lakes Retirement
Ohio
$48.8M 1,930,746 +20,919 +1%
TC
27
Trilogy Capital
California
$48.6M 1,924,135 +45,600 +2%
FWI
28
Facet Wealth Inc
Maryland
$43.5M 1,749,441 -274,691 -14%
RJA
29
Raymond James & Associates
Florida
$43.4M 1,717,643 -154,333 -8%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$43.3M 1,712,908 +149,484 +10%
GVAG
31
Great Valley Advisor Group
Delaware
$42.3M 1,672,283 +85,087 +5%
GP
32
Girard Partners
Pennsylvania
$40.8M 1,613,891 +141,957 +10%
ACM
33
AlphaStar Capital Management
North Carolina
$37.8M 1,494,237 +1,471,389 +6,440%
WA
34
Waverly Advisors
Alabama
$37.7M 1,489,722 +627,129 +73%
Morgan Stanley
35
Morgan Stanley
New York
$37.3M 1,474,746 -1,870,854 -56%
AssetMark Inc
36
AssetMark Inc
California
$34.7M 1,370,777 -185,211 -12%
US Bancorp
37
US Bancorp
Minnesota
$34M 1,343,403 -17,554 -1%
NA
38
NewEdge Advisors
Louisiana
$33.5M 1,325,248 +186,982 +16%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$32M 1,266,813 +740,332 +141%
GAG
40
GM Advisory Group
New York
$31.6M 1,248,573 +173,444 +16%
UBS Group
41
UBS Group
Switzerland
$30.1M 1,189,123 +40,800 +4%
Wells Fargo
42
Wells Fargo
California
$29.6M 1,171,841 +33,868 +3%
LEFP
43
Leading Edge Financial Planning
Tennessee
$28.9M 1,142,469 +242,754 +27%
MD
44
Money Design
Japan
$28.5M 1,126,325 -91,567 -8%
PAS
45
Park Avenue Securities
New York
$26.7M 1,055,253 -31,523 -3%
RWM
46
Reston Wealth Management
Virginia
$26.3M 1,041,204 +42,297 +4%
DF
47
Donoghue Forlines
Massachusetts
$26M 1,027,050 +1,027,050 New
BA
48
Bristlecone Advisors
Washington
$24.7M 978,810 +82,594 +9%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$24M 950,649 +677,819 +248%
WFPG
50
Waller Financial Planning Group
Ohio
$23.1M 912,009 -2,171 -0.2%
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