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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Barden Capital Management
Texas
$4.29M -$51.1K -1,981 -1%
HF
127
HRT Financial
New York
$4.28M +$4.28M +166,079 New
AWA
128
Aquire Wealth Advisors
Utah
$4.28M -$50.3K -1,952 -1%
BCM
129
Brookstone Capital Management
Illinois
$4.21M +$3.68M +143,826 +703%
GFS
130
GYL Financial Synergies
Connecticut
$4.1M -$78.6K -3,049 -2%
UBS Group
131
UBS Group
Switzerland
$4.1M -$15.2M -589,540 -79%
Millennium Management
132
Millennium Management
New York
$4.09M +$4.09M +158,380 New
IWN
133
Independent Wealth Network
Iowa
$4.07M +$129K +5,017 +3%
Stifel Financial
134
Stifel Financial
Missouri
$4.03M +$223K +8,634 +6%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$3.99M +$949K +36,802 +31%
DWM
136
Destination Wealth Management
California
$3.9M -$2.48M -96,355 -39%
VPP
137
Vertex Planning Partners
Illinois
$3.89M +$1.2M +46,379 +44%
PL
138
Protective Life
Alabama
$3.87M – – –
SA
139
Stewardship Advisors
Pennsylvania
$3.75M -$8.05M -312,167 -68%
CF
140
Convergence Financial
Missouri
$3.67M +$1.3M +50,503 +55%
GM
141
GeoWealth Management
Illinois
$3.35M -$1.55M -59,936 -32%
GWM
142
Geneos Wealth Management
Colorado
$3.35M +$1.07M +41,503 +47%
CAC
143
Certified Advisory Corp
Florida
$3.34M +$1.92M +74,583 +136%
LA
144
Lifeworks Advisors
Michigan
$3.34M +$1.05M +40,582 +46%
PFA
145
Pure Financial Advisors
California
$3.33M +$29.9K +1,159 +0.9%
GRP
146
Global Retirement Partners
California
$3.24M +$1.1M +42,549 +52%
NI
147
NYL Investors
New York
$3.12M +$108K +4,200 +4%
CWM
148
Cornerstone Wealth Management
Missouri
$3.11M +$3.11M +120,569 New
HAS
149
HBW Advisory Services
California
$3.11M +$68.9K +2,672 +2%
MFG
150
Merit Financial Group
Georgia
$2.96M -$711K -27,582 -19%
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6
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