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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 %
AAS
101
Avantax Advisory Services
Texas
$8.32M 341,675 +323,553 +1,785%
UF
102
Univest Financial
Pennsylvania
$8.15M 334,999 +14,973 +5%
OMC
103
Old Mission Capital
Illinois
$8.03M 329,844 -200,936 -38%
Ameriprise
104
Ameriprise
Minnesota
$7.99M 328,438 -975,766 -75%
LL
105
LWMG LLC
Minnesota
$7.87M 323,173 +19,863 +7%
UWM
106
USAdvisors Wealth Management
Minnesota
$7.67M 315,003 +10,043 +3%
VAG
107
VisionPoint Advisory Group
Texas
$7.47M 307,044 +9,570 +3%
NA
108
NewEdge Advisors
Louisiana
$7.46M 306,373 -28,840 -9%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$7.37M 302,627 -29,230 -9%
IAN
110
Integrated Advisors Network
Texas
$7.34M 301,541 -4,447 -1%
SA
111
Strategic Advocates
Utah
$7.11M 292,174 +292,174 New
NCM
112
Northwest Capital Management
Oregon
$6.68M 274,272 +250,234 +1,041%
SPA
113
Sentinel Pension Advisors
Massachusetts
$6.64M 272,850 -13,674 -5%
EIA
114
Eldridge Investment Advisors
New Hampshire
$6.61M 272,290 -46,082 -14%
FHA
115
Flagship Harbor Advisors
Massachusetts
$6.52M 267,781 +16,631 +7%
AF
116
Allworth Financial
California
$6.4M 263,128 -44,239 -14%
AP
117
Appleton Partners
Massachusetts
$6.38M 262,252 +16,376 +7%
Jane Street
118
Jane Street
New York
$6.28M 258,188 -71,089 -22%
SFG
119
StrategIQ Financial Group
Indiana
$6.16M 252,904 -6,881 -3%
SEIA
120
Signature Estate & Investment Advisors
California
$6.15M 252,743 +17,150 +7%
AFS
121
Amtrust Financial Services
New York
$6.1M 250,600 – –
EFL
122
ERn Financial LLC
Wisconsin
$5.85M 240,428 +50,026 +26%
SFS
123
Security Financial Services
Indiana
$5.82M 238,928 +216,717 +976%
FAIM
124
Financial Advocates Investment Management
Washington
$5.68M 231,725 +16,364 +8%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$5.65M 232,105 +2,718 +1%
3 4
5
6 7