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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 %
TFG
151
Tilson Financial Group
New Jersey
$2.87M +$123K +4,758 +4%
WP
152
WealthShield Partners
North Carolina
$2.87M +$1.29M +49,941 +81%
PIFP
153
Partners in Financial Planning
Virginia
$2.83M +$31.3K +1,212 +1%
WMS
154
Wealth Management Solutions
Pennsylvania
$2.8M +$42.7K +1,656 +2%
JSL
155
JT Stratford LLC
Georgia
$2.78M +$1.62M +62,830 +140%
CFGF
156
Compass Financial Group (Florida)
Florida
$2.77M -$28.2K -1,095 -1%
TWP
157
Tempus Wealth Planning
California
$2.76M +$287K +11,135 +12%
TA
158
TrueWealth Advisors
Alabama
$2.71M -$133K -5,138 -5%
AWM
159
Axxcess Wealth Management
California
$2.71M -$1.17M -45,188 -30%
PTC
160
Private Trust Company
Ohio
$2.7M +$921K +35,728 +52%
EGA
161
E&G Advisors
Texas
$2.68M +$774 +30 +0%
ARC
162
Advisor Resource Council
Texas
$2.64M +$2.37M +91,647 +884%
OGF
163
Orin Green Financial
California
$2.63M +$19.6K +761 +0.8%
OPS
164
Orion Portfolio Solutions
Nebraska
$2.62M +$378K +14,653 +17%
BCI
165
Brinker Capital Investments
Pennsylvania
$2.62M +$1.23M +47,684 +89%
CA
166
Cetera Advisors
Colorado
$2.5M +$221K +8,587 +10%
IA
167
IFP Advisors
Florida
$2.5M -$15.6M -263,536 -86%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$2.49M -$578K -22,399 -19%
FIA
169
Foundations Investment Advisors
Arizona
$2.48M +$715K +27,717 +40%
LWMG
170
Levy Wealth Management Group
Pennsylvania
$2.4M -$6.44M -249,639 -73%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$2.29M +$455K +17,639 +25%
SFA
172
Source Financial Advisors
New York
$2.28M -$42.7K -1,655 -2%
RCM
173
Raleigh Capital Management
North Carolina
$2.2M -$966K -37,464 -31%
AWS
174
Atria Wealth Solutions
New York
$2.18M -$132K -5,117 -6%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$2.14M -$735K -28,499 -26%
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