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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

422 hedge funds and large institutions have $7.57B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 171 increasing their positions, 140 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+33
Holders Change %
+8.48%
% of All Funds
6.81%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.95%
New
77
Increased
171
Reduced
140
Closed
37
Calls
$505K
Puts
$3K
Net Calls
+$502K
Net Calls Change
-$3.93M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$3.32B
2
State Street
2
State Street
Massachusetts
$427M
3
LPL Financial
3
LPL Financial
California
$302M
4
GAG
4
GM Advisory Group
New York
$45.7M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$28.3M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$12M
2
Jane Street
2
Jane Street
New York
$0
3
BAAM
3
Baker Avenue Asset Management
California
$1.55M
4
AF
4
Allworth Financial
California
$9.04M
5
RJA
5
Raymond James & Associates
Florida
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
226
NFP Retirement Inc
California
$1.02M +$552K +21,974 +117%
WT
227
Whittier Trust
California
$1.02M +$985K +39,230 +2,906%
WCFA
228
Walkner Condon Financial Advisors
Wisconsin
$1.02M -$155K -6,166 -13%
PFA
229
Pinnacle Family Advisors
Missouri
$992K -$13.7K -546 -1%
MHR
230
Matthew Hamilton Rosenberg
$982K -$255K -10,157 -21%
DWP
231
Destiny Wealth Partners
Florida
$963K +$829K +32,987 +619%
CG
232
Colony Group
Massachusetts
$942K +$942K +37,500 New
Natixis Advisors
233
Natixis Advisors
Massachusetts
$924K +$656K +26,111 +245%
BWP
234
Balboa Wealth Partners
Arizona
$909K +$674K +26,801 +286%
CWM
235
Collaborative Wealth Management
Florida
$901K +$55K +2,188 +7%
RPGK
236
Retirement Planning Group (Kansas)
Kansas
$899K +$899K +35,767 New
HAG
237
HF Advisory Group
Maryland
$883K +$883K +35,149 New
GSC
238
G&S Capital
Colorado
$876K +$55.5K +2,207 +7%
ATPW
239
Ashton Thomas Private Wealth
Arizona
$866K -$28.7K -1,141 -3%
ACM
240
AlphaStar Capital Management
North Carolina
$862K -$23M -913,319 -96%
BAM
241
Belpointe Asset Management
Nevada
$845K -$81.6K -3,249 -9%
BMD
242
Better Money Decisions
New Mexico
$812K +$21.4K +850 +3%
Renaissance Technologies
243
Renaissance Technologies
New York
$812K +$812K +32,300 New
SW
244
SlateStone Wealth
Florida
$803K -$131K -5,232 -14%
SWP
245
Strategic Wealth Partners
Ohio
$802K -$77.8K -3,094 -9%
TA
246
TKG Advisors
Indiana
$801K +$62.8K +2,500 +9%
UFA
247
US Financial Advisors
Massachusetts
$798K +$798K +31,758 New
RCIM
248
Red Cedar Investment Management
Michigan
$793K – – –
BFA
249
Beaumont Financial Advisors
Massachusetts
$774K -$3.51M -139,480 -82%
HI
250
Harbour Investments
Wisconsin
$723K +$23.9K +951 +3%
8 9
10
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