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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$5.6M +$237K +9,734 +4%
CWM
127
Cahaba Wealth Management
Georgia
$5.59M +$673K +27,664 +14%
MCC
128
Money Concepts Capital
Florida
$5.56M +$4.18M +171,634 +303%
TVAMP
129
Tennessee Valley Asset Management Partners
Tennessee
$5.44M +$312K +12,831 +6%
ACP
130
Aveo Capital Partners
Colorado
$5.35M -$261K -10,735 -5%
TC
131
TownSquare Capital
Utah
$5.24M +$154K +6,317 +3%
VAF
132
Values Added Financial
District of Columbia
$5.08M -$530K -21,787 -9%
SC
133
Syon Capital
California
$5.03M +$5.03M +206,667 New
GWM
134
Geneos Wealth Management
Colorado
$4.96M +$1.26M +51,964 +34%
KA
135
Kure Advisory
Minnesota
$4.94M +$4.94M +202,919 New
APC
136
Aspire Private Capital
North Carolina
$4.81M +$90.9K +3,735 +2%
FPWM
137
FSB Premier Wealth Management
Iowa
$4.49M +$18.3K +753 +0.4%
CAC
138
Certified Advisory Corp
Florida
$4.3M +$723K +33,987 +20%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$4.26M +$300K +12,312 +8%
Stifel Financial
140
Stifel Financial
Missouri
$4.21M -$706 -29 -0%
LCM
141
Lunt Capital Management
Utah
$4.2M +$70.6K +2,902 +2%
BCM
142
Barden Capital Management
Texas
$4.18M +$1.26M +51,891 +43%
VPP
143
Vertex Planning Partners
Illinois
$3.96M +$42.3K +1,739 +1%
IWN
144
Independent Wealth Network
Iowa
$3.88M +$172K +7,075 +5%
TWP
145
Tempus Wealth Planning
California
$3.83M +$39.1K +1,606 +1%
AWA
146
Aquire Wealth Advisors
Utah
$3.75M -$254K -10,443 -6%
SA
147
Stewardship Advisors
Pennsylvania
$3.69M +$78.1K +3,207 +2%
HAS
148
HBW Advisory Services
California
$3.62M +$469K +19,289 +15%
JSL
149
JT Stratford LLC
Georgia
$3.54M +$546K +22,441 +18%
CA
150
CGN Advisors
Kansas
$3.5M +$2.12M +87,300 +155%
4 5
6
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