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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
126
Tennessee Valley Asset Management Partners
Tennessee
$5.35M -$2.32M -91,431 -30%
TC
127
TownSquare Capital
Utah
$5.3M +$36.7K +1,445 +0.7%
CWM
128
Cahaba Wealth Management
Georgia
$5.13M -$13.1K -516 -0.3%
AWA
129
Arete Wealth Advisors
Illinois
$5.1M +$70.2K +2,767 +1%
APC
130
Aspire Private Capital
North Carolina
$4.92M -$2.4M -94,500 -33%
EFL
131
ERn Financial LLC
Wisconsin
$4.83M +$147K +5,803 +3%
FPWM
132
FSB Premier Wealth Management
Iowa
$4.66M -$11.4K -449 -0.2%
WFS
133
Weitzel Financial Services
Iowa
$4.62M +$318K +12,554 +7%
Stifel Financial
134
Stifel Financial
Missouri
$4.39M +$420K +16,537 +11%
BCM
135
Brookstone Capital Management
Illinois
$4.32M +$218K +8,730 +5%
LCM
136
Lunt Capital Management
Utah
$4.31M +$4.31M +169,835 New
CAC
137
Certified Advisory Corp
Florida
$4.27M +$982K +38,693 +30%
AWA
138
Aquire Wealth Advisors
Utah
$4.18M -$34K -1,341 -0.8%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$4.13M +$208K +8,180 +5%
NAS
140
Nicolet Advisory Services
Wisconsin
$4.12M -$304K -12,176 -7%
VPP
141
Vertex Planning Partners
Illinois
$4.09M +$265K +10,427 +7%
TWP
142
Tempus Wealth Planning
California
$3.95M +$1.24M +48,713 +46%
DWM
143
Destination Wealth Management
California
$3.87M +$33.7K +1,327 +0.9%
IWN
144
Independent Wealth Network
Iowa
$3.86M -$138K -5,459 -3%
GWM
145
Geneos Wealth Management
Colorado
$3.86M +$565K +22,277 +17%
PL
146
Protective Life
Alabama
$3.81M – – –
SA
147
Stewardship Advisors
Pennsylvania
$3.77M +$76.5K +3,017 +2%
GM
148
GeoWealth Management
Illinois
$3.55M +$252K +9,949 +8%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$3.34M +$893K +35,191 +36%
HAS
150
HBW Advisory Services
California
$3.29M +$229K +9,039 +7%
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