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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 %
TFA
51
Tobias Financial Advisors
Florida
$18.9M 774,460 +85,756 +12%
MML Investors Services
52
MML Investors Services
Massachusetts
$18.8M 773,678 +106,475 +16%
Creative Planning
53
Creative Planning
Kansas
$18.8M 770,993 -15,605 -2%
AA
54
Advisory Alpha
Michigan
$18.7M 767,030 -2,676 -0.3%
WA
55
Waverly Advisors
Alabama
$18.6M 763,943 -196,602 -20%
GWP
56
Gateway Wealth Partners
Wisconsin
$18.2M 746,754 -49,770 -6%
GWAG
57
Garrett Wealth Advisory Group
Texas
$17.2M 705,611 +19,120 +3%
IWM
58
IHT Wealth Management
Illinois
$16.8M 688,492 +56,010 +9%
OIA
59
OneDigital Investment Advisors
Kansas
$16.4M 672,877 +93,767 +16%
CL
60
Choreo LLC
Illinois
$16.3M 670,755 +167,888 +33%
US Bancorp
61
US Bancorp
Minnesota
$15.8M 650,383 +92,144 +17%
LFG
62
Larson Financial Group
Missouri
$15.7M 645,205 +44,282 +7%
RI
63
Rinkey Investments
California
$15.4M 632,175 +106,021 +20%
MGIA
64
Moneta Group Investment Advisors
Missouri
$15.4M 632,092 -17,723 -3%
FSG
65
Financial Strategies Group
Michigan
$15.3M 641,046 +9,914 +2%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$15.1M 621,864 +621,864 New
LEFP
67
Leading Edge Financial Planning
Tennessee
$14.9M 612,567 +99,070 +19%
B
68
Bensler
Washington
$14.6M 601,570 +323,258 +116%
Mariner
69
Mariner
Kansas
$14.5M 595,066 +19,222 +3%
TWM
70
Trinity Wealth Management
Pennsylvania
$14.3M 586,867 +29,700 +5%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$14.2M 583,965 +52,893 +10%
WP
72
WealthPLAN Partners
Nebraska
$13.9M 572,605 +7,992 +1%
WWA
73
WCG Wealth Advisors
Nevada
$13.9M 563,345 -129,363 -19%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$13.5M 554,302 +50,378 +10%
BCM
75
Beaumont Capital Management
Massachusetts
$13M 535,287 – –
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