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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 %
PIA
176
Perennial Investment Advisors
California
$2.06M +$181K +7,123 +10%
ML
177
McAdam LLC
Pennsylvania
$2.04M -$14.8K -584 -0.7%
AWS
178
Atria Wealth Solutions
New York
$2M -$139K -5,479 -6%
CFA
179
Cahill Financial Advisors
Minnesota
$1.99M +$462K +18,201 +30%
CFG
180
Cooper Financial Group
California
$1.99M +$722K +28,455 +57%
WWM
181
Wiser Wealth Management
Georgia
$1.98M +$87.7K +3,455 +5%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$1.97M -$84.3K -3,323 -4%
CA
183
Cetera Advisors
Colorado
$1.94M -$522K -20,556 -21%
LFA
184
Laraway Financial Advisors
Minnesota
$1.93M -$11.8K -465 -0.6%
FPW
185
Flagship Private Wealth
Massachusetts
$1.91M +$234K +9,224 +14%
ICMP
186
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.89M +$1.89M +74,380 New
RWA
187
Rooted Wealth Advisors
Illinois
$1.84M -$13M -516,652 -88%
SFC
188
Strategic Financial Concepts
Texas
$1.83M +$1.27M +50,255 +230%
PWG
189
Private Wealth Group
Florida
$1.75M +$1.75M +68,921 New
LA
190
Lifeworks Advisors
Michigan
$1.72M -$1.56M -61,588 -48%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$1.7M -$398K -15,703 -19%
AWM
192
Axxcess Wealth Management
California
$1.7M -$962K -37,904 -36%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$1.68M +$1.68M +66,321 New
KWS
194
Keystone Wealth Services
California
$1.66M +$327K +12,905 +25%
DWP
195
Destiny Wealth Partners
Florida
$1.65M -$6.29K -248 -0.4%
RCM
196
Raleigh Capital Management
North Carolina
$1.63M -$532K -20,963 -25%
TLFA
197
True Link Financial Advisors
California
$1.63M – – –
SDWIA
198
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.55M +$1.16M +45,590 +294%
SWP
199
Stratos Wealth Partners
Ohio
$1.51M +$1.15M +45,132 +315%
B
200
Bridgeworth
Alabama
$1.49M +$614K +24,207 +70%
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