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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 %
CFG
201
Cooper Financial Group
California
$1.97M -$13.2K -522 -0.7%
PIFP
202
Partners in Financial Planning
Virginia
$1.96M -$5.03K -199 -0.3%
EGA
203
E&G Advisors
Texas
$1.93M -$50.5K -1,999 -3%
T
204
Tidemark
California
$1.91M -$11.2M -444,285 -85%
SWP
205
Stratos Wealth Partners
Ohio
$1.9M +$34.2K +1,352 +2%
FI
206
FWG Investments
Kentucky
$1.9M +$526K +20,789 +38%
LNC
207
Lincoln National Corp
Pennsylvania
$1.82M +$513K +20,299 +39%
PTC
208
Private Trust Company
Ohio
$1.76M +$187K +7,402 +12%
SAM
209
Smartleaf Asset Management
Massachusetts
$1.73M -$272K -10,738 -14%
AWG
210
Altus Wealth Group
Colorado
$1.73M +$1.73M +68,436 New
LFA
211
Laraway Financial Advisors
Minnesota
$1.71M -$60.4K -2,390 -3%
BFG
212
Buttonwood Financial Group
Missouri
$1.71M +$1.71M +67,664 New
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$1.62M -$1.46M -57,948 -47%
SFA
214
Source Financial Advisors
New York
$1.61M -$985K -38,955 -38%
WCFA
215
Walkner Condon Financial Advisors
Wisconsin
$1.56M -$17K -673 -1%
PFA
216
Pinnacle Family Advisors
Missouri
$1.56M +$531K +20,999 +52%
KPWS
217
Kestra Private Wealth Services
Texas
$1.55M +$1.34K +53 +0.1%
HWP
218
Hibernia Wealth Partners
Louisiana
$1.55M +$371K +14,666 +31%
DWP
219
Destiny Wealth Partners
Florida
$1.54M -$3.67K -145 -0.2%
SWP
220
Strategic Wealth Partners
Ohio
$1.53M +$50.3K +1,991 +3%
RCM
221
Raleigh Capital Management
North Carolina
$1.53M -$1.19M -47,105 -44%
RIM
222
Redwood Investment Management
Arizona
$1.44M -$1.16M -45,968 -45%
Goldman Sachs
223
Goldman Sachs
New York
$1.42M -$22.9M -906,065 -94%
WAS
224
Wealth Advisory Solutions
Indiana
$1.4M +$1.4M +55,189 New
CIC
225
Carnegie Investment Counsel
Ohio
$1.38M -$16.9K -670 -1%
7 8
9
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