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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 %
PFA
151
Pure Financial Advisors
California
$3.23M -$51.4K -2,027 -2%
FIA
152
Foundations Investment Advisors
Arizona
$3.15M +$711K +28,010 +29%
JSL
153
JT Stratford LLC
Georgia
$3.12M +$392K +15,449 +14%
NI
154
NYL Investors
New York
$3.1M +$27.9K +1,100 +0.9%
BCM
155
Barden Capital Management
Texas
$3.04M -$1.18M -46,485 -28%
SFA
156
Source Financial Advisors
New York
$3.03M +$785K +30,924 +35%
PIFP
157
Partners in Financial Planning
Virginia
$3.01M +$223K +8,803 +8%
CWM
158
Cornerstone Wealth Management
Missouri
$2.92M -$139K -5,492 -5%
TFG
159
Tilson Financial Group
New Jersey
$2.87M +$48.6K +1,916 +2%
AI
160
Auour Investments
Massachusetts
$2.78M +$2.78M +109,569 New
WP
161
WealthShield Partners
North Carolina
$2.76M -$62.3K -2,455 -2%
PTC
162
Private Trust Company
Ohio
$2.74M +$85.9K +3,384 +3%
OPS
163
Orion Portfolio Solutions
Nebraska
$2.73M +$155K +6,129 +6%
BCI
164
Brinker Capital Investments
Pennsylvania
$2.73M +$155K +6,129 +6%
SFS
165
Sowell Financial Services
Arkansas
$2.55M +$1.23M +48,427 +93%
OGF
166
Orin Green Financial
California
$2.54M -$45.2K -1,781 -2%
LWMG
167
Levy Wealth Management Group
Pennsylvania
$2.49M +$128K +5,039 +5%
CF
168
Centaurus Financial
California
$2.47M +$1.7M +66,860 +219%
WMS
169
Wealth Management Solutions
Pennsylvania
$2.46M -$291K -11,472 -11%
IWP
170
IAG Wealth Partners
Wisconsin
$2.31M +$407K +16,023 +21%
MA
171
MONECO Advisors
Connecticut
$2.27M +$417K +16,444 +23%
HIIFS
172
Harel Insurance Investments & Financial Services
Israel
$2.27M +$812K +32,000 +56%
EGA
173
E&G Advisors
Texas
$2.26M -$377K -14,865 -14%
GRP
174
Global Retirement Partners
California
$2.23M -$948K -37,380 -30%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$2.14M -$120K -4,714 -5%
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