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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 %
CA
201
CGN Advisors
Kansas
$1.42M -$296K -11,462 -17%
KPWS
202
Kestra Private Wealth Services
Texas
$1.36M -$1.83K -71 -0.1%
KWS
203
Keystone Wealth Services
California
$1.36M +$305K +11,834 +29%
CCM
204
Crabel Capital Management
California
$1.35M +$296K +11,498 +28%
SFS
205
Sowell Financial Services
Arkansas
$1.34M -$953K -36,952 -42%
WWM
206
Wolff Wiese Magana
California
$1.32M +$52.2K +2,024 +4%
KAS
207
Kestra Advisory Services
Texas
$1.3M -$2.4M -92,950 -65%
MIC
208
Means Investment Company
Maine
$1.29M -$139K -5,388 -10%
CFG
209
Cooper Financial Group
California
$1.29M +$74.1K +2,875 +6%
SWM
210
Scissortail Wealth Management
Oklahoma
$1.28M -$5.29K -205 -0.4%
AMR
211
Asset Management Resources
Massachusetts
$1.28M -$727K -28,200 -36%
SFG
212
SNS Financial Group
Minnesota
$1.24M +$7.58K +294 +0.6%
SW
213
Simplicity Wealth
New Jersey
$1.21M +$950K +36,830 +363%
SS
214
Simplicity Solutions
Minnesota
$1.19M -$192K -7,430 -14%
SWP
215
Strategic Wealth Partners
Ohio
$1.17M +$349K +13,515 +42%
AG
216
Ascent Group
Virginia
$1.13M -$897K -34,800 -44%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$1.13M +$81.6K +3,164 +8%
PFA
218
Pinnacle Family Advisors
Missouri
$1.09M +$67.8K +2,630 +7%
IWC
219
Integrated Wealth Concepts
Massachusetts
$1.06M +$676K +26,208 +177%
WT
220
Whittier Trust
California
$1.05M – – –
Renaissance Technologies
221
Renaissance Technologies
New York
$1.03M +$193K +7,500 +23%
FIM
222
Freedom Investment Management
Connecticut
$1.02M -$260K -10,098 -20%
MHR
223
Matthew Hamilton Rosenberg
$982K -$25K -969 -2%
HAG
224
HF Advisory Group
Maryland
$967K +$60.4K +2,343 +7%
NRI
225
NFP Retirement Inc
California
$950K -$100K -3,876 -10%
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