SPAB icon

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 %
NAS
151
Nicolet Advisory Services
Wisconsin
$3.46M -$506K -21,045 -13%
SFC
152
Strategic Financial Concepts
Texas
$3.31M +$1.56M +64,003 +89%
FIA
153
Foundations Investment Advisors
Arizona
$3.29M +$264K +10,851 +9%
GM
154
GeoWealth Management
Illinois
$3.27M -$135K -5,547 -4%
PFA
155
Pure Financial Advisors
California
$3.25M +$148K +6,087 +5%
MFG
156
Merit Financial Group
Georgia
$3.15M -$3.48M -143,122 -53%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$3.05M -$155K -6,371 -5%
PWG
158
Private Wealth Group
Florida
$3M +$1.32M +54,260 +79%
NI
159
NYL Investors
New York
$3M +$21.9K +900 +0.7%
SFS
160
Sowell Financial Services
Arkansas
$2.96M +$510K +20,953 +21%
AI
161
Auour Investments
Massachusetts
$2.92M +$281K +11,660 +11%
GRP
162
Global Retirement Partners
California
$2.92M +$808K +33,617 +38%
TFG
163
Tilson Financial Group
New Jersey
$2.9M +$147K +6,035 +5%
PIFP
164
Partners in Financial Planning
Virginia
$2.78M -$109K -4,472 -4%
LWMG
165
Levy Wealth Management Group
Pennsylvania
$2.63M +$241K +9,916 +10%
SFA
166
Source Financial Advisors
New York
$2.55M -$355K -14,569 -12%
NRI
167
NFP Retirement Inc
California
$2.44M +$1.54M +63,468 +172%
OGF
168
Orin Green Financial
California
$2.43M -$6.74K -277 -0.3%
OPS
169
Orion Portfolio Solutions
Nebraska
$2.41M -$211K -8,680 -8%
BCI
170
Brinker Capital Investments
Pennsylvania
$2.41M -$211K -8,680 -8%
WP
171
WealthShield Partners
North Carolina
$2.39M -$258K -10,595 -10%
Comerica Bank
172
Comerica Bank
Texas
$2.37M +$2.37M +97,458 New
CAS
173
Coppell Advisory Solutions
Texas
$2.37M +$936K +37,229 +65%
ICMP
174
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.35M +$538K +22,121 +30%
SDWIA
175
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.34M +$854K +35,087 +57%
5 6
7
8 9