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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 %
IAN
101
Integrated Advisors Network
Texas
$7.52M 291,641 +156,443 +116%
APC
102
Aspire Private Capital
North Carolina
$7.43M 288,284 -188,762 -40%
LL
103
LWMG LLC
Minnesota
$7.27M 282,036 +66,146 +31%
CAAM
104
Cornerstone Advisors Asset Management
Pennsylvania
$7.05M 273,277 +43,469 +19%
SFG
105
StrategIQ Financial Group
Indiana
$6.98M 270,743 +1,784 +0.7%
AWMG
106
Alliance Wealth Management Group
New Jersey
$6.57M 254,842 +12,922 +5%
AFS
107
Amtrust Financial Services
New York
$6.46M 250,600 – –
ACP
108
Aveo Capital Partners
Colorado
$6.38M 247,233 -17,565 -7%
AP
109
Appleton Partners
Massachusetts
$6.07M 235,319 +5,469 +2%
FTA
110
Financial & Tax Architects
Missouri
$5.88M 228,033 +11,876 +5%
FHA
111
Flagship Harbor Advisors
Massachusetts
$5.88M 228,010 -3,612 -2%
SEIA
112
Signature Estate & Investment Advisors
California
$5.76M 223,393 +21,418 +11%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$5.74M 222,526 -353,206 -61%
B
114
Bensler
Washington
$5.7M 221,111 +19,253 +10%
PCA
115
Prosperity Capital Advisors
Ohio
$5.42M 210,053 +129,321 +160%
TC
116
TownSquare Capital
Utah
$5.35M 207,527 +1,810 +0.9%
FAIM
117
Financial Advocates Investment Management
Washington
$5.26M 204,000 +13,356 +7%
CWM
118
Cahaba Wealth Management
Georgia
$5.22M 202,568 +11,788 +6%
AWA
119
Arete Wealth Advisors
Illinois
$5.11M 198,217 +65,910 +50%
EFL
120
ERn Financial LLC
Wisconsin
$4.76M 184,599 +63,296 +52%
FPWM
121
FSB Premier Wealth Management
Iowa
$4.75M 184,224 +17,931 +11%
LA
122
LexAurum Advisors
Kansas
$4.62M 178,958 +19,523 +12%
NAS
123
Nicolet Advisory Services
Wisconsin
$4.61M 177,297 -9,706 -5%
FFG
124
Fullen Financial Group
Ohio
$4.57M 176,764 +1,291 +0.7%
WFS
125
Weitzel Financial Services
Iowa
$4.38M 169,603 +56,848 +50%
3 4
5
6 7