SPAB icon

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 %
TCM
101
Towercrest Capital Management
Pennsylvania
$9.57M 378,576 +5,656 +2%
DC
102
Destiny Capital
Colorado
$9.53M 377,016 -13,806 -4%
TA
103
TrueWealth Advisors
Alabama
$9.36M 370,388 -132,974 -26%
EIA
104
Eldridge Investment Advisors
New Hampshire
$9.21M 364,271 -91,025 -20%
UF
105
Univest Financial
Pennsylvania
$9.2M 364,081 +41,757 +13%
HighTower Advisors
106
HighTower Advisors
Illinois
$9.1M 359,919 -1,272,980 -78%
JCM
107
Jacobi Capital Management
Pennsylvania
$8.76M 346,568 -4,099 -1%
IWC
108
Integrated Wealth Concepts
Massachusetts
$8.75M 346,093 -253,806 -42%
LL
109
LWMG LLC
Minnesota
$8.63M 341,405 +8,003 +2%
TFGT
110
TS Financial Group (TSFG)
Illinois
$8.62M 341,151 +326,659 +2,254%
BWA
111
Burt Wealth Advisors
Maryland
$8.34M 330,022 +287 +0.1%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$8.2M 324,300 +324,300 New
CWM
113
Cahaba Wealth Management
Georgia
$8.12M 321,372 +2,357 +0.7%
VAG
114
VisionPoint Advisory Group
Texas
$7.96M 314,949 -11,437 -4%
Truist Financial
115
Truist Financial
North Carolina
$7.66M 302,993 -1,426,926 -82%
SFS
116
Security Financial Services
Indiana
$7.51M 296,968 +4,032 +1%
SEIA
117
Signature Estate & Investment Advisors
California
$7.5M 296,803 +52,570 +22%
AWMG
118
Alliance Wealth Management Group
New Jersey
$7.43M 293,870 +4,679 +2%
AWA
119
Arete Wealth Advisors
Illinois
$7.32M 289,593 +32,302 +13%
PFA
120
Pure Financial Advisors
California
$7.3M 288,651 +4,912 +2%
CWM
121
CIBC World Markets
New York
$7.25M 286,702 +286,702 New
CIBC World Market
122
CIBC World Market
Ontario, Canada
$7.24M 286,420 +286,420 New
TVAMP
123
Tennessee Valley Asset Management Partners
Tennessee
$7.24M 286,269 -220,745 -44%
SA
124
Stewardship Advisors
Pennsylvania
$7.04M 278,534 +128,141 +85%
SC
125
Savant Capital
Illinois
$7.03M 277,966 -13,266 -5%
3 4
5
6 7