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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 %
FPWM
151
FSB Premier Wealth Management
Iowa
$4.92M +$354K +13,984 +8%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$4.89M +$3.58M +141,452 +273%
NCM
153
Northwest Capital Management
Oregon
$4.82M +$50.1K +1,982 +1%
Ameriprise
154
Ameriprise
Minnesota
$4.77M +$472K +18,645 +11%
AWM
155
AE Wealth Management
Kansas
$4.69M -$21M -830,614 -82%
SW
156
Simplicity Wealth
New Jersey
$4.54M -$494K -19,547 -10%
GRP
157
Global Retirement Partners
California
$4.52M +$453K +17,916 +11%
Stifel Financial
158
Stifel Financial
Missouri
$4.46M +$3.54K +140 +0.1%
JSL
159
JT Stratford LLC
Georgia
$4.35M +$368K +14,556 +9%
Citigroup
160
Citigroup
New York
$4.21M -$291K -11,511 -6%
ZF
161
Zhang Financial
Michigan
$4.21M +$2.17M +85,911 +107%
UWM
162
USAdvisors Wealth Management
Minnesota
$4.07M +$572K +22,568 +16%
IWN
163
Independent Wealth Network
Iowa
$3.92M +$70.8K +2,799 +2%
PA
164
Parallel Advisors
California
$3.87M +$392K +15,513 +11%
HAS
165
HBW Advisory Services
California
$3.86M – – –
FIA
166
Foundations Investment Advisors
Arizona
$3.79M +$376K +14,869 +11%
AWA
167
Aquire Wealth Advisors
Utah
$3.63M -$244K -9,649 -6%
SFS
168
Sowell Financial Services
Arkansas
$3.62M +$428K +16,934 +13%
BCM
169
Barden Capital Management
Texas
$3.55M -$791K -31,280 -18%
PCA
170
Prosperity Capital Advisors
Ohio
$3.35M +$2.16M +85,256 +181%
NI
171
NYL Investors
New York
$3.29M +$283K +11,200 +9%
TWP
172
Tempus Wealth Planning
California
$3.19M -$2.16M -85,503 -40%
AI
173
Auour Investments
Massachusetts
$3.15M +$116K +4,572 +4%
FHA
174
Flagship Harbor Advisors
Massachusetts
$3.05M -$3.58M -141,527 -54%
IWP
175
IAG Wealth Partners
Wisconsin
$3.03M +$136K +5,371 +5%
5 6
7
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