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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 %
IA
201
IFP Advisors
Florida
$1.63M +$621K +25,513 +61%
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$1.63M +$17.5K +719 +1%
MA
203
MONECO Advisors
Connecticut
$1.6M -$578K -23,735 -27%
AMR
204
Asset Management Resources
Massachusetts
$1.59M +$424K +17,433 +36%
RCM
205
Raleigh Capital Management
North Carolina
$1.56M +$1.61K +66 +0.1%
DWP
206
Destiny Wealth Partners
Florida
$1.56M -$23.1K -948 -1%
TLFA
207
True Link Financial Advisors
California
$1.55M -$9.74K -400 -0.6%
NS
208
NBC Securities
Alabama
$1.54M +$1.54M +63,135 New
LA
209
Lifeworks Advisors
Michigan
$1.53M -$120K -4,938 -7%
RWA
210
Rooted Wealth Advisors
Illinois
$1.51M -$287K -11,657 -16%
KPWS
211
Kestra Private Wealth Services
Texas
$1.47M +$159K +6,521 +12%
AWM
212
Axxcess Wealth Management
California
$1.45M -$182K -7,485 -11%
CIC
213
Carnegie Investment Counsel
Ohio
$1.41M -$15.2K -623 -1%
SWP
214
Strategic Wealth Partners
Ohio
$1.38M +$213K +8,743 +18%
KBC
215
Key Bridge Compliance
$1.36M +$1.36M +55,872 New
WAS
216
Wealth Advisory Solutions
Indiana
$1.36M +$1.36M +55,872 New
CWM
217
Cornerstone Wealth Management
Missouri
$1.35M -$1.45M -59,462 -52%
WWM
218
Wolff Wiese Magana
California
$1.35M +$98K +4,028 +8%
SWM
219
Scissortail Wealth Management
Oklahoma
$1.32M +$1.32M +55,352 New
EWA
220
Exencial Wealth Advisors
Oklahoma
$1.28M -$11K -453 -0.9%
PCA
221
Prosperity Capital Advisors
Ohio
$1.23M -$4.53M -185,946 -79%
FGAM
222
Financial Gravity Asset Management
Texas
$1.22M +$1.14M +1,883 +1,437%
VBFP
223
Valtinson Bruner Financial Planning
Minnesota
$1.22M +$1.22M +49,941 New
WCFA
224
Walkner Condon Financial Advisors
Wisconsin
$1.18M +$65.1K +2,674 +6%
LNC
225
Lincoln National Corp
Pennsylvania
$1.12M +$133K +5,444 +13%
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