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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 %
Creative Planning
51
Creative Planning
Kansas
$20M 786,598 -27,273 -3%
PI
52
PFS Investments
Georgia
$19.7M 778,200 +73,179 +10%
AA
53
Advisory Alpha
Michigan
$19.5M 769,706 +271,795 +55%
PAS
54
Park Avenue Securities
New York
$18.9M 744,745 +35,727 +5%
T
55
TrueFG
Texas
$18.6M 734,673 +36,309 +5%
WWA
56
WCG Wealth Advisors
Nevada
$17.6M 692,708 +40,470 +6%
TFA
57
Tobias Financial Advisors
Florida
$17.5M 688,704 +1,153 +0.2%
GWAG
58
Garrett Wealth Advisory Group
Texas
$17.4M 686,491 +27,690 +4%
MML Investors Services
59
MML Investors Services
Massachusetts
$16.9M 667,203 -126,972 -16%
MGIA
60
Moneta Group Investment Advisors
Missouri
$16.5M 649,815 -69,589 -10%
IWM
61
IHT Wealth Management
Illinois
$16M 632,482 +46,433 +8%
FSG
62
Financial Strategies Group
Michigan
$16M 631,132 +95,443 +18%
LFG
63
Larson Financial Group
Missouri
$15.2M 600,923 +83,556 +16%
OIA
64
OneDigital Investment Advisors
Kansas
$14.7M 579,110 +79,700 +16%
Mariner
65
Mariner
Kansas
$14.6M 575,844 +44,850 +8%
WP
66
WealthPLAN Partners
Nebraska
$14.3M 564,613 +25,259 +5%
US Bancorp
67
US Bancorp
Minnesota
$14.2M 558,239 +109,002 +24%
TWM
68
Trinity Wealth Management
Pennsylvania
$14.1M 557,167 +31,204 +6%
BCM
69
Beaumont Capital Management
Massachusetts
$13.6M 535,287 -91,938 -15%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$13.5M 531,072 -33,238 -6%
OMC
71
Old Mission Capital
Illinois
$13.5M 530,780 +504,103 +1,890%
RI
72
Rinkey Investments
California
$13.3M 526,154 +17,019 +3%
IWC
73
Integrated Wealth Concepts
Massachusetts
$13.3M 525,825 +484,771 +1,181%
ASW
74
Astoria Strategic Wealth
Texas
$13.1M 518,183 -5,518 -1%
LEFP
75
Leading Edge Financial Planning
Tennessee
$13M 513,497 +71,369 +16%
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