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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AWMG
126
Alliance Wealth Management Group
New Jersey
$7.41M +$7.41M +289,191 New
AF
127
Allworth Financial
California
$7.28M +$532K +20,741 +8%
PFA
128
Pure Financial Advisors
California
$7.28M +$3.86M +150,414 +113%
CAG
129
Crestwood Advisors Group
Massachusetts
$7.22M +$7.22M +281,597 New
DWM
130
Destination Wealth Management
California
$7.02M +$4.9M +191,253 +232%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$7M +$1.04M +40,725 +18%
OPS
132
Orion Portfolio Solutions
Nebraska
$6.8M +$4.29M +168,391 +170%
BCI
133
Brinker Capital Investments
Pennsylvania
$6.8M +$4.29M +168,391 +170%
FHA
134
Flagship Harbor Advisors
Massachusetts
$6.72M -$145K -5,654 -2%
SPA
135
Sentinel Pension Advisors
Massachusetts
$6.71M -$286K -11,139 -4%
AWA
136
Arete Wealth Advisors
Illinois
$6.6M +$6.29M +245,256 +2,038%
FAIM
137
Financial Advocates Investment Management
Washington
$6.56M +$579K +22,420 +10%
AFS
138
Amtrust Financial Services
New York
$6.43M – – –
EFL
139
ERn Financial LLC
Wisconsin
$6.31M +$221K +8,709 +4%
SEIA
140
Signature Estate & Investment Advisors
California
$6.26M -$218K -8,510 -3%
MCC
141
Money Concepts Capital
Florida
$6.19M +$338K +13,172 +6%
SFG
142
StrategIQ Financial Group
Indiana
$6.16M -$324K -12,626 -5%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$6.04M +$151K +5,876 +3%
JIP
144
Jaffetilchin Investment Partners
Florida
$5.97M +$5.97M +232,712 New
Jane Street
145
Jane Street
New York
$5.86M -$759K -29,614 -11%
TC
146
TownSquare Capital
Utah
$5.63M +$108K +4,199 +2%
KA
147
Kure Advisory
Minnesota
$5.61M +$411K +16,028 +8%
BB
148
Busey Bank
Illinois
$5.58M +$5.58M +217,492 New
WAAG
149
Wealth Alliance Advisory Group
Kansas
$5.57M +$5.57M +217,303 New
VAF
150
Values Added Financial
District of Columbia
$5.56M +$214K +8,357 +4%
4 5
6
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