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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 %
IA
76
IFG Advisory
Georgia
$12.8M 504,918 -17,609 -3%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$12.8M 503,924 +134,620 +36%
CL
78
Choreo LLC
Illinois
$12.8M 502,867 +12,773 +3%
CAN
79
Cetera Advisor Networks
California
$12.7M 500,740 -91,095 -15%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$12.4M 488,601 +29,845 +7%
JCM
81
Jacobi Capital Management
Pennsylvania
$12.3M 485,918 +11,120 +2%
UCFA
82
United Capital Financial Advisors
Texas
$12.2M 481,410 -516 -0.1%
RIM
83
Rockbridge Investment Management
New York
$12.2M 481,348 +1,410 +0.3%
DC
84
Destiny Capital
Colorado
$12M 472,555 -4,420 -0.9%
CCFM
85
Clear Creek Financial Management
Washington
$11.6M 458,604 -42,524 -8%
SC
86
Savant Capital
Illinois
$11.3M 443,974 -10,262 -2%
PFG
87
PAX Financial Group
Texas
$11.2M 439,549 +15,477 +4%
BS
88
Banco Santander
Spain
$10.8M 424,956 +94,000 +28%
HI
89
Horizon Investments
North Carolina
$10.4M 408,032 +68,068 +20%
FFS
90
Founders Financial Securities
Maryland
$9.79M 386,037 +64,512 +20%
AC
91
AIFG Consultants
New York
$9.49M 373,874 +5,406 +1%
HighTower Advisors
92
HighTower Advisors
Illinois
$9.27M 365,078 -37,297 -9%
MPW
93
Melone Private Wealth
Michigan
$9.09M 358,470 +17,878 +5%
TCM
94
Towercrest Capital Management
Pennsylvania
$9.08M 357,790 +636 +0.2%
TA
95
TrueWealth Advisors
Alabama
$9.01M 355,069 +250,086 +238%
CAAM
96
Cornerstone Advisors Asset Management
Pennsylvania
$8.73M 344,226 +70,949 +26%
NA
97
NewEdge Advisors
Louisiana
$8.5M 335,213 +330,971 +7,802%
RA
98
RFG Advisory
Alabama
$8.46M 333,449 +9,322 +3%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$8.42M 331,857 -75,509 -19%
Jane Street
100
Jane Street
New York
$8.35M 329,277 -177,237 -35%
2 3
4
5 6