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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$512M 20,185,285 +3,296,501 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$206M 8,123,894 -52,458 -0.6%
RIG
3
RiverFront Investment Group
Virginia
$190M 7,507,621 +24,662 +0.3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$187M 7,387,749 +2,151,342 +41%
Cerity Partners
5
Cerity Partners
New York
$178M 7,001,415 +6,991,377 +69,649%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$160M 6,324,197 +2,500,735 +65%
PAG
7
Private Advisor Group
New Jersey
$131M 5,166,790 -80,578 -2%
GI
8
Gradient Investments
Minnesota
$128M 5,055,462 -314,548 -6%
WP
9
WealthSource Partners
California
$114M 4,509,307 -126,018 -3%
State Street
10
State Street
Massachusetts
$91.1M 3,590,412 -10,094,183 -74%
Goldman Sachs
11
Goldman Sachs
New York
$83.7M 3,300,548 +3,840 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$82.4M 3,247,377 +353,852 +12%
SMM
13
Stadion Money Management
Georgia
$82.3M 3,243,593 +56,506 +2%
WCWM
14
Willow Creek Wealth Management
California
$81.9M 3,229,016 -171,305 -5%
Morgan Stanley
15
Morgan Stanley
New York
$73.3M 2,887,785 -174,168 -6%
KW
16
KWB Wealth
California
$70.7M 2,787,165 +1,411,296 +103%
GAG
17
GM Advisory Group
New York
$62.3M 2,456,563 +271,108 +12%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$60.8M 2,395,178 +218,628 +10%
GLA
19
Good Life Advisors
Pennsylvania
$59.7M 2,354,857 +572,339 +32%
NEWAS
20
N.E.W. Advisory Services
Wisconsin
$57.1M 2,251,442 +1,761 +0.1%
MFS
21
McNamara Financial Services
Massachusetts
$51.9M 2,065,527 +60,977 +3%
GLR
22
Great Lakes Retirement
Ohio
$49.9M 1,968,010 -21,491 -1%
TC
23
Trilogy Capital
California
$47.3M 1,865,273 +39,578 +2%
RJA
24
Raymond James & Associates
Florida
$46.5M 1,832,817 -177,767 -9%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$42.6M 1,679,262 +615,816 +58%
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