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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

400 hedge funds and large institutions have $4.45B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
6.76%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.96%
New
42
Increased
147
Reduced
171
Closed
45
Calls
$5.12M
Puts
–
Net Calls
+$5.12M
Net Calls Change
+$5.12M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$93.7M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$31.7M
3
BA
3
Bristlecone Advisors
Washington
$27.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.8M
5
BHWM
5
Bay Harbor Wealth Management
Maryland
$18.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$31.6M
2
FWM
2
Frontier Wealth Management
Missouri
$16.2M
3
BFG
3
Barber Financial Group
Kansas
$309K
4
BC
4
Brio Consultants
California
$1.03M
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
Brookstone Capital Management
Illinois
$848K -$440K -16,784 -34%
BMD
227
Better Money Decisions
New Mexico
$836K +$124K +4,697 +17%
PFA
228
Pinnacle Family Advisors
Missouri
$826K -$368K -13,964 -31%
TA
229
TKG Advisors
Indiana
$788K -$14.9K -565 -2%
KWM
230
KerberRose Wealth Management
Wisconsin
$768K +$768K +29,151 New
LA
231
Lifeworks Advisors
Michigan
$752K +$288K +10,925 +62%
HI
232
Harbour Investments
Wisconsin
$733K +$733K +27,823 New
SWP
233
Strategic Wealth Partners
Ohio
$732K -$21.8K -827 -3%
RCIM
234
Red Cedar Investment Management
Michigan
$726K – – –
APWA
235
Atlas Private Wealth Advisors
New Jersey
$689K -$10.9M -415,654 -94%
SA
236
Shilanski & Associates
Alaska
$683K +$46.2K +1,752 +7%
FMWA
237
Forvis Mazars Wealth Advisors
Missouri
$683K +$683K +25,925 New
TWM
238
Tolleson Wealth Management
Texas
$658K +$658K +24,968 New
PIFP
239
Partners in Financial Planning
Virginia
$635K +$635K +24,568 New
BAM
240
Belpointe Asset Management
Nevada
$635K +$32.9K +1,247 +5%
GRP
241
Global Retirement Partners
California
$634K +$19.5K +741 +3%
DC
242
Davenport & Co
Virginia
$617K -$62.9K -2,385 -9%
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$614K +$276K +10,482 +82%
TVAMP
244
Tennessee Valley Asset Management Partners
Tennessee
$603K +$199K +7,532 +49%
LFS
245
Lutz Financial Services
Nebraska
$589K -$806K -30,593 -58%
MA
246
Mutual Advisors
Nebraska
$581K +$390K +14,793 +204%
GIA
247
Gladstone Institutional Advisory
Florida
$580K -$110K -4,177 -16%
VPIM
248
Vanguard Personalized Indexing Management
California
$579K – – –
SW
249
Simplicity Wealth
New Jersey
$578K -$392K -14,862 -40%
FWP
250
Falcon Wealth Planning
California
$576K +$576K +21,856 New
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10
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