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 %
DC
76
Destiny Capital
Colorado
$12.3M 476,975 +107 +0%
JCM
77
Jacobi Capital Management
Pennsylvania
$12.2M 474,798 +30,038 +7%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$11.8M 458,756 +32,422 +8%
SC
79
Savant Capital
Illinois
$11.7M 454,236 -23,932 -5%
US Bancorp
80
US Bancorp
Minnesota
$11.6M 449,237 +85,199 +23%
LEFP
81
Leading Edge Financial Planning
Tennessee
$11.4M 442,128 +96,861 +28%
PFG
82
PAX Financial Group
Texas
$10.9M 424,072 +14,837 +4%
VAG
83
VisionPoint Advisory Group
Texas
$10.8M 418,863 -47,028 -10%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$10.5M 407,366 -161,999 -28%
HighTower Advisors
85
HighTower Advisors
Illinois
$10.4M 402,375 -103,360 -20%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$9.52M 369,304 +202,973 +122%
AC
87
AIFG Consultants
New York
$9.5M 368,468 +256,680 +230%
TCM
88
Towercrest Capital Management
Pennsylvania
$9.21M 357,154 +86,067 +32%
EIA
89
Eldridge Investment Advisors
New Hampshire
$9.04M 350,644 +29,889 +9%
MPW
90
Melone Private Wealth
Michigan
$8.86M 340,592 +25,365 +8%
HI
91
Horizon Investments
North Carolina
$8.77M 339,964 +87,028 +34%
AF
92
Allworth Financial
California
$8.7M 337,481 -22,098 -6%
BS
93
Banco Santander
Spain
$8.54M 330,956 -39,209 -11%
RA
94
RFG Advisory
Alabama
$8.36M 324,127 -138,823 -30%
UF
95
Univest Financial
Pennsylvania
$8.29M 321,621 +65,457 +26%
FFS
96
Founders Financial Securities
Maryland
$8.29M 321,525 +90,075 +39%
TVAMP
97
Tennessee Valley Asset Management Partners
Tennessee
$7.79M 302,137 -36,041 -11%
AT
98
American Trust
Kentucky
$7.76M 18,834 +13,009 +223%
UWM
99
USAdvisors Wealth Management
Minnesota
$7.73M 299,735 +16,944 +6%
SPA
100
Sentinel Pension Advisors
Massachusetts
$7.57M 290,916 -1,468 -0.5%
2 3
4
5 6