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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

389 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-11
Holders Change %
-2.75%
% of All Funds
6.73%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
0.97%
New
42
Increased
155
Reduced
159
Closed
44
Calls
$4.43M
Puts
–
Net Calls
+$4.43M
Net Calls Change
-$693K

Top Buyers

1
SMM
Stadion Money Management
Georgia
$233M
2
Jane Street
Jane Street
New York
$54.3M
3
GVAG
Great Valley Advisor Group
Delaware
$31.5M
4
LPL Financial
LPL Financial
California
$218M
5
MFS
McNamara Financial Services
Massachusetts
$47.6M

Top Sellers

1
GI
Gradient Investments
Minnesota
$157M
2
State Street
State Street
Massachusetts
$294M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$661K
4
RA
RFG Advisory
Alabama
$70.3M
5
BHWM
Bay Harbor Wealth Management
Maryland
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
226
MGO Private Wealth
California
$712K +$712K +28,552 New
BCM
227
Brookstone Capital Management
Illinois
$702K -$97.4K -3,937 -12%
GRP
228
Global Retirement Partners
California
$702K +$110K +4,457 +19%
WEG
229
World Equity Group
Illinois
$696K +$249K +9,990 +56%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$661K -$29.3M -1,176,131 -98%
APWA
231
Atlas Private Wealth Advisors
New Jersey
$638K -$14.6K -586 -2%
TWM
232
Tolleson Wealth Management
Texas
$623K – – –
Charles Schwab
233
Charles Schwab
California
$620K -$437K -17,496 -41%
PTC
234
Private Trust Company
Ohio
$616K -$355K -14,227 -37%
Mariner
235
Mariner
Kansas
$605K -$244K -9,793 -29%
FMWA
236
Forvis Mazars Wealth Advisors
Missouri
$589K -$58.1K -2,329 -9%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$587K +$5.46K +219 +0.9%
CAC
238
Certified Advisory Corp
Florida
$581K +$581K +23,270 New
WAS
239
Winch Advisory Services
Wisconsin
$560K +$21.5K +863 +4%
GIA
240
Gladstone Institutional Advisory
Florida
$556K +$6.09K +244 +1%
SW
241
Simplicity Wealth
New Jersey
$556K +$9.38K +376 +2%
SSC
242
Syverson Strege & Co
Iowa
$543K -$410K -16,411 -43%
WWM
243
Western Wealth Management
Colorado
$536K +$17.1K +688 +3%
CWM
244
Congress Wealth Management
Massachusetts
$528K +$124K +4,975 +31%
SWIG
245
Strategic Wealth Investment Group
Kentucky
$500K -$309K -12,376 -38%
VC
246
Vicus Capital
Pennsylvania
$496K +$23.9K +955 +5%
PFA
247
Professional Financial Advisors
Nebraska
$493K +$2.79K +112 +0.6%
NFP
248
Narus Financial Partners
Utah
$492K -$9.51K -381 -2%
DC
249
Davenport & Co
Virginia
$489K -$95.3K -3,818 -16%
BJL
250
Brighton Jones LLC
Washington
$481K +$34.6K +1,388 +8%
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