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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$6.97M -$207K -8,171 -3%
IAN
127
Integrated Advisors Network
Texas
$6.94M -$382K -15,102 -5%
AA
128
Advisory Alpha
Michigan
$6.77M -$14.3M -564,937 -68%
EFL
129
ERn Financial LLC
Wisconsin
$6.36M +$65K +2,570 +1%
FAIM
130
Financial Advocates Investment Management
Washington
$6.35M -$79.2K -3,131 -1%
CAG
131
Crestwood Advisors Group
Massachusetts
$6.34M -$779K -30,799 -11%
AFS
132
Amtrust Financial Services
New York
$6.34M – – –
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$6.22M +$258K +10,221 +4%
AP
134
Appleton Partners
Massachusetts
$6.04M +$576K +22,772 +11%
SPA
135
Sentinel Pension Advisors
Massachusetts
$6.04M -$579K -22,907 -9%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$6.04M -$3.76M -148,692 -38%
VPP
137
Vertex Planning Partners
Illinois
$5.95M +$1.86M +73,471 +45%
WAAG
138
Wealth Alliance Advisory Group
Kansas
$5.94M +$450K +17,781 +8%
KA
139
Kure Advisory
Minnesota
$5.76M +$227K +8,994 +4%
TC
140
TownSquare Capital
Utah
$5.61M +$63.7K +2,521 +1%
HI
141
Horizon Investments
North Carolina
$5.54M -$5.99M -237,119 -52%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$5.46M +$494K +19,522 +10%
VAF
143
Values Added Financial
District of Columbia
$5.45M -$35.3K -1,395 -0.6%
DWM
144
Destination Wealth Management
California
$5.28M -$1.64M -64,781 -24%
FFS
145
Founders Financial Securities
Maryland
$5.14M -$5.89M -233,164 -53%
GWM
146
Geneos Wealth Management
Colorado
$5.14M +$87.7K +3,471 +2%
LCM
147
Lunt Capital Management
Utah
$5.13M +$737K +29,162 +17%
CAC
148
Certified Advisory Corp
Florida
$4.98M +$116K +4,575 +2%
BB
149
Busey Bank
Illinois
$4.96M -$542K -21,450 -10%
GWP
150
Gateway Wealth Partners
Wisconsin
$4.92M +$79.9K +3,161 +2%
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6
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