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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 %
UF
101
Univest Financial
Pennsylvania
$8.12M 320,026 -1,595 -0.5%
EIA
102
Eldridge Investment Advisors
New Hampshire
$8.08M 318,372 -32,272 -9%
AF
103
Allworth Financial
California
$7.8M 307,367 -30,114 -9%
IAN
104
Integrated Advisors Network
Texas
$7.76M 305,988 +14,347 +5%
CF
105
Convergence Financial
Missouri
$7.76M 305,816 +163,440 +115%
UWM
106
USAdvisors Wealth Management
Minnesota
$7.7M 304,960 +5,225 +2%
LL
107
LWMG LLC
Minnesota
$7.69M 303,310 +21,274 +8%
VAG
108
VisionPoint Advisory Group
Texas
$7.55M 297,474 -121,389 -29%
SPA
109
Sentinel Pension Advisors
Massachusetts
$7.27M 286,524 -4,392 -2%
AP
110
Americana Partners
Texas
$7.16M 282,047 +214,239 +316%
B
111
Bensler
Washington
$7.06M 278,312 +57,201 +26%
MFG
112
Merit Financial Group
Georgia
$6.91M 272,469 +157,834 +138%
SFG
113
StrategIQ Financial Group
Indiana
$6.59M 259,785 -10,958 -4%
AWMG
114
Alliance Wealth Management Group
New Jersey
$6.53M 257,227 +2,385 +0.9%
FHA
115
Flagship Harbor Advisors
Massachusetts
$6.37M 251,150 +23,140 +10%
AFS
116
Amtrust Financial Services
New York
$6.36M 250,600 – –
AP
117
Appleton Partners
Massachusetts
$6.24M 245,876 +10,557 +4%
PCA
118
Prosperity Capital Advisors
Ohio
$6M 236,645 +26,592 +13%
SEIA
119
Signature Estate & Investment Advisors
California
$5.98M 235,593 +12,200 +5%
VAF
120
Values Added Financial
District of Columbia
$5.85M 230,395 +230,395 New
ACP
121
Aveo Capital Partners
Colorado
$5.84M 230,340 -16,893 -7%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$5.82M 229,387 +6,861 +3%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$5.59M 220,129 +133,570 +154%
FTA
124
Financial & Tax Architects
Missouri
$5.47M 215,800 -12,233 -5%
FAIM
125
Financial Advocates Investment Management
Washington
$5.46M 215,361 +11,361 +6%
3 4
5
6 7