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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 %
AP
151
Appleton Partners
Massachusetts
$5.54M -$1.18M -46,150 -18%
WAM
152
WNY Asset Management
New York
$5.5M +$5.5M +214,561 New
TWP
153
Tempus Wealth Planning
California
$5.43M +$1.39M +54,372 +35%
GWM
154
Geneos Wealth Management
Colorado
$5.13M -$105K -4,086 -2%
SW
155
Simplicity Wealth
New Jersey
$5.1M +$2.86M +111,661 +128%
Jones Financial Companies
156
Jones Financial Companies
Missouri
$5.03M +$541K +21,108 +12%
BOC
157
Bull Oak Capital
California
$4.98M -$8.16M -318,297 -62%
CAC
158
Certified Advisory Corp
Florida
$4.94M -$245K -9,573 -5%
GWP
159
Gateway Wealth Partners
Wisconsin
$4.91M -$14.2M -555,163 -74%
GM
160
GeoWealth Management
Illinois
$4.86M +$1.42M +55,234 +41%
NCM
161
Northwest Capital Management
Oregon
$4.84M -$2.19M -85,600 -31%
Charles Schwab
162
Charles Schwab
California
$4.83M +$4.83M +188,353 New
FPWM
163
FSB Premier Wealth Management
Iowa
$4.63M -$104K -4,067 -2%
Citigroup
164
Citigroup
New York
$4.56M +$4.54M +177,083 +19,186%
Stifel Financial
165
Stifel Financial
Missouri
$4.52M +$93.1K +3,630 +2%
IPWA
166
International Private Wealth Advisors
California
$4.46M +$4.46M +173,853 New
LCM
167
Lunt Capital Management
Utah
$4.45M +$24.5K +954 +0.6%
SA
168
Strategic Advocates
Utah
$4.4M -$3.1M -120,757 -41%
Ameriprise
169
Ameriprise
Minnesota
$4.36M -$4.05M -158,278 -48%
BCM
170
Barden Capital Management
Texas
$4.18M – – –
VPP
171
Vertex Planning Partners
Illinois
$4.15M -$26.5K -1,032 -0.6%
GRP
172
Global Retirement Partners
California
$4.09M +$1.01M +39,629 +33%
JSL
173
JT Stratford LLC
Georgia
$4.04M +$310K +12,093 +8%
TFG
174
Tilson Financial Group
New Jersey
$4.04M +$978K +38,132 +32%
AWA
175
Aquire Wealth Advisors
Utah
$3.93M -$23.5K -918 -0.6%
5 6
7
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