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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 %
IWN
176
Independent Wealth Network
Iowa
$3.9M -$188K -7,324 -5%
HAS
177
HBW Advisory Services
California
$3.86M +$39.9K +1,555 +1%
SA
178
Stewardship Advisors
Pennsylvania
$3.86M -$31.6K -1,234 -0.8%
Comerica Bank
179
Comerica Bank
Texas
$3.7M +$1.2M +46,970 +48%
UWM
180
USAdvisors Wealth Management
Minnesota
$3.54M -$4.54M -176,897 -56%
PA
181
Parallel Advisors
California
$3.53M +$2.71M +105,889 +334%
FIA
182
Foundations Investment Advisors
Arizona
$3.47M +$2.08K +81 +0.1%
SFS
183
Sowell Financial Services
Arkansas
$3.24M +$124K +4,828 +4%
NAS
184
Nicolet Advisory Services
Wisconsin
$3.16M -$498K -19,633 -14%
AWS
185
Atria Wealth Solutions
New York
$3.14M +$930K +36,253 +42%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$3.13M +$1.08M +42,210 +53%
NI
187
NYL Investors
New York
$3.05M -$103K -4,000 -3%
AI
188
Auour Investments
Massachusetts
$3.03M -$33.6K -1,328 -1%
CA
189
CGN Advisors
Kansas
$3.01M -$675K -26,333 -18%
IWP
190
IAG Wealth Partners
Wisconsin
$2.94M +$577K +22,502 +24%
CF
191
Centaurus Financial
California
$2.92M +$514K +20,032 +21%
RCM
192
Raleigh Capital Management
North Carolina
$2.76M +$1.11M +43,243 +67%
SFC
193
Strategic Financial Concepts
Texas
$2.7M -$794K -30,961 -23%
SFA
194
Source Financial Advisors
New York
$2.63M -$54.6K -2,131 -2%
RIM
195
Redwood Investment Management
Arizona
$2.63M +$2.63M +103,030 New
CFGF
196
Compass Financial Group (Florida)
Florida
$2.62M +$2.62M +102,313 New
ML
197
McAdam LLC
Pennsylvania
$2.6M +$391K +15,234 +18%
SDWIA
198
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.49M +$19.4K +755 +0.8%
CFA
199
Cahill Financial Advisors
Minnesota
$2.48M +$273K +10,663 +12%
BMD
200
Better Money Decisions
New Mexico
$2.42M +$325K +12,689 +16%
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8
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