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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 %
FSG
51
Financial Strategies Group
Michigan
$23.1M 921,093 +272,310 +42%
HWA
52
Heartwood Wealth Advisors
Virginia
$22.5M 891,977 +67,315 +8%
CCFM
53
Clear Creek Financial Management
Washington
$22.4M 887,711 +493,427 +125%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$21.8M 863,949 -27,614 -3%
T
55
TrueFG
Texas
$21.8M 862,070 +41,403 +5%
Toronto Dominion Bank
56
Toronto Dominion Bank
Ontario, Canada
$21.5M 850,000 +850,000 New
Bank of America
57
Bank of America
North Carolina
$21.3M 843,346 +74,804 +10%
Mariner
58
Mariner
Kansas
$21.3M 843,251 +183,197 +28%
LPAM
59
Lodestar Private Asset Management
California
$21.2M 839,033 +38,455 +5%
AI
60
Arrien Investments
Idaho
$20.4M 806,434 -10,840 -1%
SWM
61
SigFig Wealth Management
California
$19.8M 777,021 -166,100 -18%
B
62
Bensler
Washington
$19.8M 783,134 +105,686 +16%
TWM
63
Trinity Wealth Management
Pennsylvania
$19.4M 768,864 +170,065 +28%
IWM
64
IHT Wealth Management
Illinois
$19.4M 768,612 +93,067 +14%
BS
65
Banco Santander
Spain
$19.4M 767,453 +24,011 +3%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$19.3M 763,799 -27,467 -3%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$18.2M 718,338 -1,529,959 -68%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$17.5M 692,423 -250,512 -27%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$17.4M 686,552 +41,952 +7%
LFG
70
Larson Financial Group
Missouri
$17.2M 680,754 +36,700 +6%
MCC
71
Money Concepts Capital
Florida
$17.2M 679,958 +438,517 +182%
MML Investors Services
72
MML Investors Services
Massachusetts
$16.9M 669,298 -173,128 -21%
OIA
73
OneDigital Investment Advisors
Kansas
$16.8M 663,877 +13,685 +2%
Creative Planning
74
Creative Planning
Kansas
$16.7M 659,915 -43,906 -6%
RI
75
Rinkey Investments
California
$15.9M 627,882 +6,351 +1%
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