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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 %
BS
76
Banco Santander
Spain
$12.9M 529,956 +105,000 +25%
CAN
77
Cetera Advisor Networks
California
$12.8M 526,415 +25,675 +5%
BOC
78
Bull Oak Capital
California
$12.5M 512,411 +512,411 New
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$12.5M 512,209 +23,608 +5%
ASW
80
Astoria Strategic Wealth
Texas
$12.4M 509,881 -8,302 -2%
TA
81
TrueWealth Advisors
Alabama
$11.7M 482,203 +127,134 +36%
UCFA
82
United Capital Financial Advisors
Texas
$11.6M 477,115 -4,295 -0.9%
RIM
83
Rockbridge Investment Management
New York
$11.3M 465,792 -15,556 -3%
Citadel Advisors
84
Citadel Advisors
Florida
$11.2M 461,784 +461,784 New
CF
85
Convergence Financial
Missouri
$10.9M 449,485 +143,669 +47%
CCFM
86
Clear Creek Financial Management
Washington
$10.9M 447,711 -10,893 -2%
AC
87
AIFG Consultants
New York
$10.8M 443,530 +69,656 +19%
PFG
88
PAX Financial Group
Texas
$10.7M 440,473 +924 +0.2%
HI
89
Horizon Investments
North Carolina
$10.6M 435,812 +27,780 +7%
FFS
90
Founders Financial Securities
Maryland
$10.1M 416,294 +30,257 +8%
DCS
91
Destiny Capital Securities
Colorado
$10.1M 414,519 +414,519 New
CAAM
92
Cornerstone Advisors Asset Management
Pennsylvania
$10.1M 414,018 +69,792 +20%
SC
93
Savant Capital
Illinois
$9.88M 405,827 -38,147 -9%
WFS
94
Weitzel Financial Services
Iowa
$9.35M 389,320 +207,163 +114%
TCM
95
Towercrest Capital Management
Pennsylvania
$9.26M 380,462 +22,672 +6%
MPW
96
Melone Private Wealth
Michigan
$9.14M 375,555 +17,085 +5%
AP
97
Americana Partners
Texas
$9.04M 397,625 +115,578 +41%
HighTower Advisors
98
HighTower Advisors
Illinois
$8.85M 363,690 -1,388 -0.4%
JCM
99
Jacobi Capital Management
Pennsylvania
$8.55M 351,211 -134,707 -28%
RA
100
RFG Advisory
Alabama
$8.33M 342,047 +8,598 +3%
2 3
4
5 6