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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 %
CL
76
Choreo LLC
Illinois
$16.3M 635,547 -35,208 -5%
RI
77
Rinkey Investments
California
$15.9M 621,531 -10,644 -2%
MGIA
78
Moneta Group Investment Advisors
Missouri
$15.9M 620,215 -11,877 -2%
IWC
79
Integrated Wealth Concepts
Massachusetts
$15.4M 599,899 +503,800 +524%
TWM
80
Trinity Wealth Management
Pennsylvania
$15.4M 598,799 +11,932 +2%
WP
81
WealthPLAN Partners
Nebraska
$15.2M 593,195 +20,590 +4%
CAN
82
Cetera Advisor Networks
California
$14.9M 582,277 +55,862 +11%
LWMG
83
Levy Wealth Management Group
Pennsylvania
$14.5M 566,685 +458,600 +424%
CF
84
Convergence Financial
Missouri
$14.4M 560,522 +111,037 +25%
OFS
85
OneAscent Financial Services
Alabama
$14.3M 557,306 +557,306 New
PWPS
86
Pinnacle Wealth Planning Services
Ohio
$14.1M 551,114 +38,905 +8%
BCM
87
Beaumont Capital Management
Massachusetts
$13.6M 531,372 -3,915 -0.7%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$13.5M 526,481 +401,183 +320%
T
89
Tidemark
California
$13.3M 519,999 +519,999 New
AC
90
AIFG Consultants
New York
$13.2M 516,401 +72,871 +16%
TVAMP
91
Tennessee Valley Asset Management Partners
Tennessee
$13M 507,014 +283,477 +127%
WWA
92
WCG Wealth Advisors
Nevada
$13M 505,872 -57,473 -10%
TA
93
TrueWealth Advisors
Alabama
$12.9M 503,362 +21,159 +4%
ASW
94
Astoria Strategic Wealth
Texas
$12.8M 498,386 -11,495 -2%
CIC
95
Cutler Investment Counsel
Oregon
$12.7M 494,925 +467,183 +1,684%
ACP
96
Aveo Capital Partners
Colorado
$12.6M 490,337 +270,732 +123%
CAAM
97
Cornerstone Advisors Asset Management
Pennsylvania
$12.3M 480,038 +66,020 +16%
APC
98
Aspire Private Capital
North Carolina
$12M 466,571 +269,052 +136%
UCFA
99
United Capital Financial Advisors
Texas
$11.7M 456,460 -20,655 -4%
HI
100
Horizon Investments
North Carolina
$11.7M 456,075 +20,263 +5%
2 3
4
5 6