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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.

Holders
406
Holders Change
-10
Holders Change %
-2.4%
% of All Funds
6.48%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.93%
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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$514M 21,102,721 +917,436 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$275M 11,317,411 +3,193,517 +39%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$215M 8,818,408 +1,430,659 +19%
Cerity Partners
4
Cerity Partners
New York
$201M 8,258,038 +1,256,623 +18%
State Street
5
State Street
Massachusetts
$177M 7,292,218 +3,701,806 +103%
RIG
6
RiverFront Investment Group
Virginia
$174M 7,159,411 -348,210 -5%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$166M 6,814,813 +490,616 +8%
GI
8
Gradient Investments
Minnesota
$114M 4,676,956 -378,506 -7%
PAG
9
Private Advisor Group
New Jersey
$107M 4,389,708 -777,082 -15%
Osaic Holdings
10
Osaic Holdings
Arizona
$105M 4,295,161 +1,047,784 +32%
WP
11
WealthSource Partners
California
$98.6M 4,052,230 -457,077 -10%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$94.4M 3,878,723 +1,483,545 +62%
Goldman Sachs
13
Goldman Sachs
New York
$80.3M 3,300,548 – –
WCWM
14
Willow Creek Wealth Management
California
$76.3M 3,135,494 -93,522 -3%
GAG
15
GM Advisory Group
New York
$74.8M 3,071,451 +614,888 +25%
KW
16
KWB Wealth
California
$70M 2,757,296 -29,869 -1%
SMM
17
Stadion Money Management
Georgia
$63.8M 2,622,477 -621,116 -19%
GLA
18
Good Life Advisors
Pennsylvania
$57.9M 2,379,147 +24,290 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$54.5M 2,240,332 +704,212 +46%
NEWAS
20
N.E.W. Advisory Services
Wisconsin
$54.4M 2,234,503 -16,939 -0.8%
Morgan Stanley
21
Morgan Stanley
New York
$50.6M 2,079,883 -807,902 -28%
MFS
22
McNamara Financial Services
Massachusetts
$50.1M 2,057,437 -8,090 -0.4%
FWI
23
Facet Wealth Inc
Maryland
$49.3M 2,066,466 +2,066,466 New
RJA
24
Raymond James & Associates
Florida
$48.4M 1,989,568 +156,751 +9%
GLR
25
Great Lakes Retirement
Ohio
$47.8M 1,965,244 -2,766 -0.1%
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