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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 %
WFPG
51
Waller Financial Planning Group
Ohio
$23.4M 914,180 -22,844 -2%
LEFP
52
Leading Edge Financial Planning
Tennessee
$23.1M 899,715 +287,148 +47%
BA
53
Bristlecone Advisors
Washington
$23M 896,216 -58,236 -6%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$22.9M 891,563 -25,426 -3%
WA
55
Waverly Advisors
Alabama
$22.1M 862,593 +98,650 +13%
MML Investors Services
56
MML Investors Services
Massachusetts
$21.6M 842,426 +68,748 +9%
AA
57
Advisory Alpha
Michigan
$21.4M 832,719 +65,689 +9%
HWA
58
Heartwood Wealth Advisors
Virginia
$21.1M 824,662 +1,092 +0.1%
T
59
TrueFG
Texas
$21M 820,667 +45,525 +6%
AI
60
Arrien Investments
Idaho
$21M 817,274 +8,413 +1%
LPAM
61
Lodestar Private Asset Management
California
$20.5M 800,578 -86,642 -10%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$20.3M 791,266 +7,266 +0.9%
Bank of America
63
Bank of America
North Carolina
$19.7M 768,542 -447,828 -37%
GWAG
64
Garrett Wealth Advisory Group
Texas
$19.4M 756,398 +50,787 +7%
RA
65
RFG Advisory
Alabama
$19.4M 755,693 +413,646 +121%
BS
66
Banco Santander
Spain
$19.1M 743,442 +213,486 +40%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$18.8M 734,389 +734,389 New
Creative Planning
68
Creative Planning
Kansas
$18M 703,821 -67,172 -9%
B
69
Bensler
Washington
$17.4M 677,448 +75,878 +13%
IWM
70
IHT Wealth Management
Illinois
$17.3M 675,545 -12,947 -2%
Mariner
71
Mariner
Kansas
$16.9M 660,054 +64,988 +11%
OIA
72
OneDigital Investment Advisors
Kansas
$16.7M 650,192 -22,685 -3%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$16.5M 644,600 +60,635 +10%
LFG
74
Larson Financial Group
Missouri
$16.5M 644,054 -1,151 -0.2%
FSG
75
Financial Strategies Group
Michigan
$16.4M 648,783 +7,737 +1%
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3
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