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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 %
CL
76
Choreo LLC
Illinois
$15.8M 626,706 -8,841 -1%
CAN
77
Cetera Advisor Networks
California
$15.3M 605,758 +23,481 +4%
WP
78
WealthPLAN Partners
Nebraska
$14.8M 586,010 -7,185 -1%
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$14.5M 574,798 +23,684 +4%
LWMG
80
Levy Wealth Management Group
Pennsylvania
$14.5M 566,685 – –
BCM
81
Beaumont Capital Management
Massachusetts
$14.5M 574,566 +43,194 +8%
MGIA
82
Moneta Group Investment Advisors
Missouri
$14.2M 559,859 -60,356 -10%
AC
83
AIFG Consultants
New York
$13.7M 542,646 +26,245 +5%
BOC
84
Bull Oak Capital
California
$13.4M 528,340 +334,226 +172%
CIC
85
Cutler Investment Counsel
Oregon
$12.9M 511,255 +16,330 +3%
CF
86
Convergence Financial
Missouri
$12.9M 508,932 -51,590 -9%
CAAM
87
Cornerstone Advisors Asset Management
Pennsylvania
$12.8M 507,668 +27,630 +6%
AP
88
Americana Partners
Texas
$12.7M 502,430 +49,324 +11%
OFS
89
OneAscent Financial Services
Alabama
$12.6M 497,384 -59,922 -11%
WFS
90
Weitzel Financial Services
Iowa
$12.6M 502,183 +101,704 +25%
ACP
91
Aveo Capital Partners
Colorado
$12.4M 500,326 +9,989 +2%
ASW
92
Astoria Strategic Wealth
Texas
$12.4M 488,655 -9,731 -2%
APC
93
Aspire Private Capital
North Carolina
$12.3M 487,155 +20,584 +4%
WWA
94
WCG Wealth Advisors
Nevada
$12.1M 477,817 -28,055 -6%
RIM
95
Rockbridge Investment Management
New York
$11.3M 447,721 -7,691 -2%
RA
96
RFG Advisory
Alabama
$10.9M 431,604 -324,089 -43%
NFG
97
Northeast Financial Group
Pennsylvania
$10.8M 426,256 +40,202 +10%
MPW
98
Melone Private Wealth
Michigan
$10.8M 425,827 -5,301 -1%
UCFA
99
United Capital Financial Advisors
Texas
$10.4M 413,115 -43,345 -9%
PFG
100
PAX Financial Group
Texas
$9.91M 391,853 -27,222 -6%
2 3
4
5 6