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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$576M 22,802,904 +2,586,533 +13%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$308M 12,200,401 +1,780,689 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$257M 10,164,039 -1,497,149 -13%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252M 9,954,072 +2,950,659 +42%
Cerity Partners
5
Cerity Partners
New York
$217M 8,583,830 +235,531 +3%
RIG
6
RiverFront Investment Group
Virginia
$184M 7,280,757 +317,882 +5%
State Street
7
State Street
Massachusetts
$126M 4,984,468 -2,135,839 -30%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$113M 4,470,886 -1,936,379 -30%
PAG
9
Private Advisor Group
New Jersey
$111M 4,404,922 -76,598 -2%
GI
10
Gradient Investments
Minnesota
$104M 4,128,352 -183,932 -4%
RA
11
Rational Advisors
New York
$95.3M 3,771,284 +3,771,284 New
Osaic Holdings
12
Osaic Holdings
Arizona
$88.4M 3,496,147 -420,571 -11%
SC
13
Syon Capital
California
$87.8M 3,473,616 -3,468,294 -50%
EH
14
Equitable Holdings
New York
$84M 3,321,720 +1,065,080 +47%
WCWM
15
Willow Creek Wealth Management
California
$80.1M 3,166,561 +56,858 +2%
TFA
16
Tobias Financial Advisors
Florida
$74.6M 2,951,154 +165,967 +6%
BAAM
17
Baker Avenue Asset Management
California
$73.5M 2,906,109 +119,268 +4%
SMM
18
Stadion Money Management
Georgia
$69.8M 2,770,387 +19,901 +0.7%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$63.8M 2,524,981 +368,520 +17%
GLA
20
Good Life Advisors
Pennsylvania
$63.8M 2,522,012 +66,165 +3%
KW
21
KWB Wealth
California
$60.8M 2,403,292 -463,639 -16%
MFS
22
McNamara Financial Services
Massachusetts
$55.7M 2,201,750 +117,317 +6%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$54.3M 2,146,242 -28,344 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$50.3M 1,990,546 -56,118 -3%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$49.2M 1,947,390 +178,031 +10%
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