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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 %
Citadel Advisors
176
Citadel Advisors
Florida
$2.09M +$1.83M +71,020 +706%
VAS
177
Vestmark Advisory Solutions
Massachusetts
$2.09M +$167K +6,482 +9%
ML
178
McAdam LLC
Pennsylvania
$2.08M +$2.08M +80,839 New
LFA
179
Laraway Financial Advisors
Minnesota
$1.97M -$12.6K -487 -0.6%
IWP
180
IAG Wealth Partners
Wisconsin
$1.94M +$271K +10,500 +16%
WWM
181
Wiser Wealth Management
Georgia
$1.93M +$98.2K +3,809 +5%
PIA
182
Perennial Investment Advisors
California
$1.91M +$1.91M +74,188 New
MA
183
MONECO Advisors
Connecticut
$1.88M +$1.88M +73,084 New
KFS
184
Kelly Financial Services
Massachusetts
$1.76M -$590K -22,880 -25%
AP
185
Americana Partners
Texas
$1.75M +$1.75M +67,808 New
FPW
186
Flagship Private Wealth
Massachusetts
$1.7M +$30.9K +1,198 +2%
ACM
187
AlphaStar Capital Management
North Carolina
$1.69M +$819K +32,182 +94%
DWP
188
Destiny Wealth Partners
Florida
$1.69M +$698K +27,084 +71%
TLFA
189
True Link Financial Advisors
California
$1.66M – – –
DA
190
Detalus Advisors
Missouri
$1.64M -$2M -77,360 -55%
CAS
191
Coppell Advisory Solutions
Texas
$1.62M -$800K -31,178 -33%
CASC
192
Coppell Advisory Solutions Corp
Texas
$1.62M -$800K -31,178 -33%
ZIM
193
Zacks Investment Management
Illinois
$1.57M -$8.55M -331,561 -84%
CFA
194
Cahill Financial Advisors
Minnesota
$1.56M +$248K +9,624 +19%
BAAM
195
Baker Avenue Asset Management
California
$1.56M -$35.1K -1,360 -2%
CIC
196
Carnegie Investment Counsel
Ohio
$1.51M -$22.1K -856 -1%
AWM
197
Apollon Wealth Management
South Carolina
$1.49M +$1.49M +57,881 New
HIIFS
198
Harel Insurance Investments & Financial Services
Israel
$1.48M – – –
EWA
199
Exencial Wealth Advisors
Oklahoma
$1.47M +$206 +8 +0%
EFS
200
Econ Financial Services
Pennsylvania
$1.46M +$1.46M +56,582 New
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8
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