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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 %
IWC
176
Integrated Wealth Concepts
Massachusetts
$2.34M -$10.5M -429,726 -82%
WMS
177
Wealth Management Solutions
Pennsylvania
$2.31M -$48.4K -1,987 -2%
CF
178
Centaurus Financial
California
$2.29M -$82.5K -3,392 -3%
Squarepoint
179
Squarepoint
New York
$2.26M +$2.26M +92,747 New
IWP
180
IAG Wealth Partners
Wisconsin
$2.24M +$24.8K +1,017 +1%
FTA
181
Financial & Tax Architects
Missouri
$2.24M -$3.02M -123,907 -57%
HIIFS
182
Harel Insurance Investments & Financial Services
Israel
$2.18M – – –
SW
183
Simplicity Wealth
New Jersey
$2.13M +$912K +37,464 +75%
ML
184
McAdam LLC
Pennsylvania
$2.1M +$146K +5,982 +7%
AWS
185
Atria Wealth Solutions
New York
$2.1M +$176K +7,214 +9%
EGA
186
E&G Advisors
Texas
$2.1M -$72.9K -2,996 -3%
CFA
187
Cahill Financial Advisors
Minnesota
$2.09M +$179K +7,363 +9%
PTC
188
Private Trust Company
Ohio
$2.05M -$579K -23,808 -22%
DWM
189
Destination Wealth Management
California
$2.01M -$1.71M -70,222 -46%
B
190
Bridgeworth
Alabama
$2.01M +$575K +23,638 +40%
CFG
191
Cooper Financial Group
California
$2M +$92.7K +3,807 +5%
FPW
192
Flagship Private Wealth
Massachusetts
$1.99M +$162K +6,660 +9%
WWM
193
Wiser Wealth Management
Georgia
$1.99M +$85.5K +3,513 +4%
BMD
194
Better Money Decisions
New Mexico
$1.99M +$1.18M +48,500 +146%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$1.95M -$104K -4,286 -5%
PIA
196
Perennial Investment Advisors
California
$1.94M -$34.8K -1,429 -2%
CA
197
Cetera Advisors
Colorado
$1.83M -$25.1K -1,033 -1%
LFA
198
Laraway Financial Advisors
Minnesota
$1.82M -$31K -1,272 -2%
SWP
199
Stratos Wealth Partners
Ohio
$1.77M +$320K +13,157 +22%
KWS
200
Keystone Wealth Services
California
$1.75M +$152K +6,236 +10%
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