SPAB icon

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 %
RIM
101
Rockbridge Investment Management
New York
$11.7M 455,412 -10,380 -2%
EIA
102
Eldridge Investment Advisors
New Hampshire
$11.7M 455,296 +183,006 +67%
AP
103
Americana Partners
Texas
$11.6M 453,106 +55,481 +14%
FFS
104
Founders Financial Securities
Maryland
$11.2M 436,533 +20,239 +5%
MPW
105
Melone Private Wealth
Michigan
$11.1M 431,128 +55,573 +15%
PFG
106
PAX Financial Group
Texas
$10.6M 419,075 -21,398 -5%
WFS
107
Weitzel Financial Services
Iowa
$10.2M 400,479 +11,159 +3%
CCFM
108
Clear Creek Financial Management
Washington
$10.1M 394,284 -53,427 -12%
DC
109
Destiny Capital
Colorado
$10M 390,822 +390,822 New
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$9.94M 387,482 +84,855 +28%
NFG
111
Northeast Financial Group
Pennsylvania
$9.9M 386,054 +386,054 New
AMR
112
Asset Management Resources
Massachusetts
$9.59M 374,153 +308,705 +472%
TCM
113
Towercrest Capital Management
Pennsylvania
$9.56M 372,920 -7,542 -2%
ZIM
114
Zacks Investment Management
Illinois
$9.25M 360,877 +316,609 +715%
JCM
115
Jacobi Capital Management
Pennsylvania
$8.99M 350,667 -544 -0.2%
LL
116
LWMG LLC
Minnesota
$8.55M 333,402 +10,229 +3%
BWA
117
Burt Wealth Advisors
Maryland
$8.45M 329,735 +329,735 New
VAG
118
VisionPoint Advisory Group
Texas
$8.37M 326,386 +19,342 +6%
UF
119
Univest Financial
Pennsylvania
$8.26M 322,324 -12,675 -4%
CWM
120
Cahaba Wealth Management
Georgia
$8.18M 319,015 +89,299 +39%
ARC
121
Advisor Resource Council
Texas
$8.04M 313,715 +299,510 +2,108%
SFS
122
Security Financial Services
Indiana
$7.51M 292,936 +54,008 +23%
RWA
123
Rainsberger Wealth Advisors
Colorado
$7.47M 291,475 +291,475 New
SC
124
Savant Capital
Illinois
$7.47M 291,232 -114,595 -28%
IAN
125
Integrated Advisors Network
Texas
$7.43M 289,708 -11,833 -4%
3 4
5
6 7