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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.

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
1
Syon Capital
California
$178M
2
BAAM
2
Baker Avenue Asset Management
California
$71.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$164M
4
TFA
4
Tobias Financial Advisors
Florida
$71.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$57.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
GAG
2
GM Advisory Group
New York
$27.6M
3
LPL Financial
3
LPL Financial
California
$518M
4
GWP
4
Gateway Wealth Partners
Wisconsin
$4.91M
5
Bank of America
5
Bank of America
North Carolina
$19.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$518M 20,216,371 -886,350 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$299M 11,661,188 +343,777 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$267M 10,419,712 +1,601,304 +18%
Cerity Partners
4
Cerity Partners
New York
$214M 8,348,299 +90,261 +1%
State Street
5
State Street
Massachusetts
$183M 7,120,307 -171,911 -2%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$180M 7,003,413 +188,600 +3%
RIG
7
RiverFront Investment Group
Virginia
$179M 6,962,875 -196,536 -3%
SC
8
Syon Capital
California
$178M 6,941,910 +6,735,243 +3,259%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$164M 6,407,265 +2,528,542 +65%
PAG
10
Private Advisor Group
New Jersey
$115M 4,481,520 +91,812 +2%
GI
11
Gradient Investments
Minnesota
$111M 4,312,284 -364,672 -8%
WP
12
WealthSource Partners
California
$104M 4,068,854 +16,624 +0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$100M 3,916,718 -378,443 -9%
Morgan Stanley
14
Morgan Stanley
New York
$85.8M 3,345,600 +1,265,717 +61%
WCWM
15
Willow Creek Wealth Management
California
$79.7M 3,109,703 -25,791 -0.8%
KW
16
KWB Wealth
California
$73.5M 2,866,931 +109,635 +4%
BAAM
17
Baker Avenue Asset Management
California
$71.5M 2,786,841 +2,769,050 +15,564%
TFA
18
Tobias Financial Advisors
Florida
$71.4M 2,785,187 +2,010,727 +260%
SMM
19
Stadion Money Management
Georgia
$70.5M 2,750,486 +128,009 +5%
GLA
20
Good Life Advisors
Pennsylvania
$63M 2,455,847 +76,700 +3%
EH
21
Equitable Holdings
New York
$57.9M 2,256,640 +1,184,080 +110%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$57.6M 2,248,297 +1,693,995 +306%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$55.8M 2,174,586 -59,917 -3%
GKWIM
24
Gerber Kawasaki Wealth & Investment Management
California
$55.3M 2,156,461 +207,666 +11%
MFS
25
McNamara Financial Services
Massachusetts
$53.4M 2,084,433 +26,996 +1%
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