SPAB icon

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 %
T
51
TrueFG
Texas
$18M 698,364 +19,593 +3%
LPAM
52
Lodestar Private Asset Management
California
$18M 696,922 +387,167 +125%
TFA
53
Tobias Financial Advisors
Florida
$17.7M 687,551 +16,815 +3%
GWAG
54
Garrett Wealth Advisory Group
Texas
$17M 658,801 +23,951 +4%
WWA
55
WCG Wealth Advisors
Nevada
$16.8M 652,238 -2,208 -0.3%
BCM
56
Beaumont Capital Management
Massachusetts
$16.2M 627,225 -1,921 -0.3%
CAN
57
Cetera Advisor Networks
California
$15.3M 591,835 +131,475 +29%
RWA
58
Rooted Wealth Advisors
Illinois
$15.2M 589,666 +54,111 +10%
IWM
59
IHT Wealth Management
Illinois
$15.1M 586,049 -415,635 -41%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$14.6M 564,310 -132,805 -19%
WP
61
WealthPLAN Partners
Nebraska
$13.9M 539,354 +9,109 +2%
FSG
62
Financial Strategies Group
Michigan
$13.8M 535,689 +14,616 +3%
Mariner
63
Mariner
Kansas
$13.7M 530,994 +351,789 +196%
TWM
64
Trinity Wealth Management
Pennsylvania
$13.6M 525,963 +28,667 +6%
ASW
65
Astoria Strategic Wealth
Texas
$13.5M 523,701 -1,378 -0.3%
IA
66
IFG Advisory
Georgia
$13.5M 522,527 +26,679 +5%
LFG
67
Larson Financial Group
Missouri
$13.3M 517,367 +72,164 +16%
RI
68
Rinkey Investments
California
$13.1M 509,135 +30,821 +6%
Jane Street
69
Jane Street
New York
$13.1M 506,514 +506,514 New
CCFM
70
Clear Creek Financial Management
Washington
$12.9M 501,128 +4,564 +0.9%
OIA
71
OneDigital Investment Advisors
Kansas
$12.9M 499,410 +126,501 +34%
AA
72
Advisory Alpha
Michigan
$12.8M 497,911 +16,814 +3%
CL
73
Choreo LLC
Illinois
$12.6M 490,094 +490,094 New
UCFA
74
United Capital Financial Advisors
Texas
$12.4M 481,926 +786 +0.2%
RIM
75
Rockbridge Investment Management
New York
$12.4M 479,938 +10,679 +2%
1 2
3
4 5