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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$436M 16,888,784 +4,853,550 +40%
State Street
2
State Street
Massachusetts
$353M 13,684,595 -3,308,989 -19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$211M 8,176,352 +47,085 +0.6%
RIG
4
RiverFront Investment Group
Virginia
$193M 7,482,959 +547,355 +8%
GI
5
Gradient Investments
Minnesota
$138M 5,370,010 -27,051 -0.5%
PAG
6
Private Advisor Group
New Jersey
$135M 5,247,368 +1,000,593 +24%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$135M 5,236,407 +1,734,579 +50%
WP
8
WealthSource Partners
California
$120M 4,635,325 +883,312 +24%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$98.6M 3,823,462 +3,823,462 New
WCWM
10
Willow Creek Wealth Management
California
$87.7M 3,400,321 +125,087 +4%
Goldman Sachs
11
Goldman Sachs
New York
$85M 3,296,708 +3,244,180 +6,176%
SMM
12
Stadion Money Management
Georgia
$82.2M 3,187,087 -5,532,235 -63%
Morgan Stanley
13
Morgan Stanley
New York
$79M 3,061,953 -286,305 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$74.6M 2,893,525 +142,353 +5%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$58M 2,249,681 +114,467 +5%
GAG
16
GM Advisory Group
New York
$56.4M 2,185,455 +366,568 +20%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$56.1M 2,176,550 -1,667,217 -43%
AssetMark Inc
18
AssetMark Inc
California
$52.6M 2,039,348 -285,835 -12%
RJA
19
Raymond James & Associates
Florida
$51.9M 2,010,584 +86,759 +5%
MFS
20
McNamara Financial Services
Massachusetts
$51.7M 2,004,550 +24,403 +1%
GLR
21
Great Lakes Retirement
Ohio
$51.3M 1,989,501 +1,989,501 New
TC
22
Trilogy Capital
California
$47.1M 1,825,695 -1,696,168 -48%
GLA
23
Good Life Advisors
Pennsylvania
$46M 1,782,518 +578,055 +48%
Truist Financial
24
Truist Financial
North Carolina
$39.8M 1,544,792 +280,809 +22%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$38.8M 1,505,446 +397,503 +36%
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