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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 %
NAS
176
Nicolet Advisory Services
Wisconsin
$2.97M -$141K -5,628 -5%
SDWIA
177
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.96M +$505K +19,962 +21%
CA
178
CGN Advisors
Kansas
$2.86M -$110K -4,335 -4%
OPS
179
Orion Portfolio Solutions
Nebraska
$2.85M -$3.9M -154,308 -58%
BCI
180
Brinker Capital Investments
Pennsylvania
$2.85M -$3.9M -154,308 -58%
CF
181
Centaurus Financial
California
$2.85M -$31K -1,225 -1%
BMD
182
Better Money Decisions
New Mexico
$2.78M +$398K +15,735 +17%
CFA
183
Cahill Financial Advisors
Minnesota
$2.7M +$255K +10,101 +10%
ICMP
184
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.7M +$329K +13,009 +14%
SFC
185
Strategic Financial Concepts
Texas
$2.68M +$19.2K +759 +0.7%
TFG
186
Tilson Financial Group
New Jersey
$2.68M -$1.3M -51,496 -33%
BIM
187
Breakwater Investment Management
Washington
$2.65M +$2.65M +104,874 New
CFGF
188
Compass Financial Group (Florida)
Florida
$2.58M -$4.88K -193 -0.2%
ML
189
McAdam LLC
Pennsylvania
$2.54M -$22.2K -878 -0.9%
AWS
190
Atria Wealth Solutions
New York
$2.5M -$592K -23,435 -19%
HIIFS
191
Harel Insurance Investments & Financial Services
Israel
$2.26M – – –
OGF
192
Orin Green Financial
California
$2.21M -$2.23M -87,175 Closed
FA
193
Fermata Advisors
California
$2.15M +$2.15M +85,148 New
GM
194
GeoWealth Management
Illinois
$2.12M -$2.67M -105,771 -56%
Comerica Bank
195
Comerica Bank
Texas
$2.11M -$1.54M -60,955 -42%
FPW
196
Flagship Private Wealth
Massachusetts
$2.11M -$15.9K -629 -0.7%
KWS
197
Keystone Wealth Services
California
$2.1M -$176K -6,958 -8%
PIA
198
Perennial Investment Advisors
California
$2.08M -$86.5K -3,420 -4%
CA
199
Cetera Advisors
Colorado
$2.03M -$297K -11,760 -13%
OMC
200
Old Mission Capital
Illinois
$2.02M +$2.02M +79,917 New
6 7
8
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