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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

399 hedge funds and large institutions have $4.56B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+40
Holders Change %
+11.14%
% of All Funds
6.16%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.9%
New
70
Increased
157
Reduced
127
Closed
22
Calls
$713K
Puts
–
Net Calls
+$713K
Net Calls Change
+$713K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$233M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$20.1M
4
CPO
4
Cerity Partners OCIO
New York
$198M
5
BCM
5
Beaumont Capital Management
Massachusetts
$14.7M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.4M
3
Ameriprise
3
Ameriprise
Minnesota
$26.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$396K
5
Jane Street
5
Jane Street
New York
$412K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
226
Winch Advisory Services
Wisconsin
$879K -$7.97K -269 -0.9%
BAM
227
Belpointe Asset Management
Nevada
$838K -$109K -3,694 -12%
RCIM
228
Red Cedar Investment Management
Michigan
$817K – – –
RFA
229
Reilly Financial Advisors
California
$788K -$23.5K -792 -3%
DC
230
Davenport & Co
Virginia
$787K +$50.9K +1,719 +7%
HI
231
Harbour Investments
Wisconsin
$760K -$922K -31,111 -55%
CA
232
CoreCap Advisors
Michigan
$757K +$757K +25,565 New
BJL
233
Brighton Jones LLC
Washington
$747K -$5.13K -173 -0.7%
AF
234
Advisornet Financial
Minnesota
$711K -$318K -10,748 -31%
SA
235
Shilanski & Associates
Alaska
$701K +$12.9K +436 +2%
DWM
236
Darwin Wealth Management
Florida
$676K -$141K -4,872 -17%
SAM
237
Strategic Asset Management
Minnesota
$655K +$80.3K +2,710 +14%
CCM
238
Coldstream Capital Management
Washington
$637K +$637K +21,506 New
IFPL
239
Investments & Financial Planning LLC
Kentucky
$607K +$607K +21,404 New
CAAS
240
Capital Asset Advisory Services
Michigan
$606K +$9.69K +327 +2%
VIA
241
Vickerman Investment Advisors
Washington
$601K -$849K -28,665 -59%
BFA
242
Beacon Financial Advisory
Ohio
$597K -$10.2K -343 -2%
BMD
243
Better Money Decisions
New Mexico
$584K -$266K -8,972 -31%
VC
244
Vicus Capital
Pennsylvania
$582K +$6.65K +226 +1%
AAS
245
Ameritas Advisory Services
Nebraska
$581K +$581K +19,608 New
AP
246
Advisor Partners
California
$566K +$91.4K +3,084 +19%
SFS
247
Sowell Financial Services
Arkansas
$554K -$119K -4,013 -18%
RRCM
248
Rappaport Reiches Capital Management
Illinois
$538K +$13.4K +451 +3%
EWM
249
Echo Wealth Management
Minnesota
$533K +$101K +3,446 +23%
MW
250
Marcum Wealth
Ohio
$525K -$4.21K -142 -0.8%
8 9
10
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