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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 %
CIC
201
Carnegie Investment Counsel
Ohio
$1.49M +$127 +5 +0%
EFS
202
Econ Financial Services
Pennsylvania
$1.45M +$12.4K +490 +0.9%
CAS
203
Coppell Advisory Solutions
Texas
$1.44M -$153K -6,051 -10%
MCC
204
Money Concepts Capital
Florida
$1.44M -$14K -552 -1%
CA
205
CGN Advisors
Kansas
$1.43M +$35.2K +1,387 +3%
KFS
206
Kelly Financial Services
Massachusetts
$1.37M -$362K -14,255 -21%
KPWS
207
Kestra Private Wealth Services
Texas
$1.36M +$21.8K +861 +2%
EWA
208
Exencial Wealth Advisors
Oklahoma
$1.35M -$104K -4,093 -7%
WWM
209
Wolff Wiese Magana
California
$1.3M +$3.76K +148 +0.3%
BFM
210
Boothbay Fund Management
New York
$1.27M +$1.27M +50,000 New
SW
211
Simplicity Wealth
New Jersey
$1.27M +$76.2K +3,005 +6%
SS
212
Simplicity Solutions
Minnesota
$1.27M +$96.2K +3,790 +8%
CCM
213
Crabel Capital Management
California
$1.26M -$76.2K -3,002 -6%
DA
214
Detalus Advisors
Missouri
$1.25M -$370K -14,584 -23%
AMR
215
Asset Management Resources
Massachusetts
$1.22M -$37.6K -1,483 -3%
SWP
216
Strategic Wealth Partners
Ohio
$1.21M +$60.3K +2,377 +5%
AWM
217
Apollon Wealth Management
South Carolina
$1.2M -$271K -10,685 -18%
WCFA
218
Walkner Condon Financial Advisors
Wisconsin
$1.16M +$54.8K +2,161 +5%
MIC
219
Means Investment Company
Maine
$1.08M -$188K -7,407 -15%
IA
220
IFP Advisors
Florida
$1.05M -$17.7K -699 -2%
HI
221
Harbour Investments
Wisconsin
$1.05M +$397K +15,654 +61%
PFA
222
Pinnacle Family Advisors
Missouri
$1.05M -$21.2K -834 -2%
LNC
223
Lincoln National Corp
Pennsylvania
$1.03M +$571K +22,492 +124%
WT
224
Whittier Trust
California
$1.03M – – –
TA
225
TKG Advisors
Indiana
$992K +$157K +6,202 +19%
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