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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
Syon Capital
California
$178M
2
BAAM
Baker Avenue Asset Management
California
$71.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$164M
4
TFA
Tobias Financial Advisors
Florida
$71.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$57.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$24.7M
2
GAG
GM Advisory Group
New York
$27.6M
3
LPL Financial
LPL Financial
California
$518M
4
GWP
Gateway Wealth Partners
Wisconsin
$4.91M
5
Bank of America
Bank of America
North Carolina
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
201
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.4M -$72.5K -2,827 -3%
CA
202
Cetera Advisors
Colorado
$2.36M +$433K +16,894 +22%
MFG
203
Merit Financial Group
Georgia
$2.33M -$988K -38,539 -30%
KWS
204
Keystone Wealth Services
California
$2.31M +$470K +18,313 +26%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$2.3M – – –
AWM
206
Axxcess Wealth Management
California
$2.29M +$758K +29,578 +50%
OGF
207
Orin Green Financial
California
$2.23M -$329K -12,841 -13%
PIA
208
Perennial Investment Advisors
California
$2.2M +$153K +5,977 +7%
FPW
209
Flagship Private Wealth
Massachusetts
$2.15M +$55.6K +2,170 +3%
ZF
210
Zhang Financial
Michigan
$2.06M +$2.06M +80,454 New
SAM
211
Smartleaf Asset Management
Massachusetts
$2.03M +$2.03M +79,062 New
CFG
212
Cooper Financial Group
California
$2.02M -$91K -3,550 -4%
EGA
213
E&G Advisors
Texas
$2M -$202K -7,895 -9%
PIFP
214
Partners in Financial Planning
Virginia
$2M -$930K -36,276 -32%
NAM
215
NorthCrest Asset Manangement
Minnesota
$1.92M +$1.92M +74,771 New
SWP
216
Stratos Wealth Partners
Ohio
$1.9M +$34.8K +1,357 +2%
LFA
217
Laraway Financial Advisors
Minnesota
$1.8M -$113K -4,423 -6%
B
218
Bridgeworth
Alabama
$1.78M -$329K -12,828 -16%
KFS
219
Kelly Financial Services
Massachusetts
$1.61M +$464K +18,080 +40%
WCFA
220
Walkner Condon Financial Advisors
Wisconsin
$1.6M +$357K +13,927 +29%
PTC
221
Private Trust Company
Ohio
$1.6M -$555K -21,663 -26%
NRI
222
NFP Retirement Inc
California
$1.58M -$988K -38,522 -38%
KPWS
223
Kestra Private Wealth Services
Texas
$1.57M +$26.2K +1,021 +2%
NS
224
NBC Securities
Alabama
$1.57M -$46.7K -1,821 -3%
DWP
225
Destiny Wealth Partners
Florida
$1.56M -$78.1K -3,068 -5%
7 8
9
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