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State Street SPDR Portfolio Aggregate Bond ETF

422 hedge funds and large institutions have $7.57B invested in State Street 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

16,733% more call options, than puts

Call options by funds: $505K | Put options by funds: $3K

108% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 37

80% more capital invested

Capital invested by funds: $4.21B → $7.57B (+$3.36B)

22% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 140

8% more funds holding

Funds holding: 389422 (+33)

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

2.17% less ownership

Funds ownership: 70.77%68.61% (-2.2%)

Holders
422
Holders Change
+33
Holders Change %
+8.48%
% of All Funds
6.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
226
NFP Retirement Inc
California
$1.02M +$550K +21,974 +117%
WT
227
Whittier Trust
California
$1.02M +$983K +39,230 +2,906%
WCFA
228
Walkner Condon Financial Advisors
Wisconsin
$1.02M -$154K -6,166 -13%
PFA
229
Pinnacle Family Advisors
Missouri
$992K -$13.7K -546 -1%
MHR
230
Matthew Hamilton Rosenberg
$982K -$254K -10,157 -21%
DWP
231
Destiny Wealth Partners
Florida
$963K +$826K +32,987 +619%
CG
232
Colony Group
Massachusetts
$942K +$939K +37,500 New
Natixis Advisors
233
Natixis Advisors
Massachusetts
$924K +$654K +26,111 +245%
BWP
234
Balboa Wealth Partners
Arizona
$909K +$671K +26,801 +286%
CWM
235
Collaborative Wealth Management
Florida
$901K +$54.8K +2,188 +7%
RPGK
236
Retirement Planning Group (Kansas)
Kansas
$899K +$896K +35,767 New
HAG
237
HF Advisory Group
Maryland
$883K +$881K +35,149 New
GSC
238
G&S Capital
Colorado
$876K +$55.3K +2,207 +7%
ATPW
239
Ashton Thomas Private Wealth
Arizona
$866K -$28.6K -1,141 -3%
ACM
240
AlphaStar Capital Management
North Carolina
$862K -$22.9M -913,319 -96%
BAM
241
Belpointe Asset Management
Nevada
$845K -$81.4K -3,249 -9%
BMD
242
Better Money Decisions
New Mexico
$812K +$21.3K +850 +3%
Renaissance Technologies
243
Renaissance Technologies
New York
$812K +$809K +32,300 New
SW
244
SlateStone Wealth
Florida
$803K -$131K -5,232 -14%
SWP
245
Strategic Wealth Partners
Ohio
$802K -$77.5K -3,094 -9%
TA
246
TKG Advisors
Indiana
$801K +$62.6K +2,500 +9%
UFA
247
US Financial Advisors
Massachusetts
$798K +$796K +31,758 New
RCIM
248
Red Cedar Investment Management
Michigan
$793K
BFA
249
Beaumont Financial Advisors
Massachusetts
$774K -$3.49M -139,480 -82%
HI
250
Harbour Investments
Wisconsin
$723K +$23.8K +951 +3%

SPAB Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2022, worth a combined $7.57B — up 80% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPAB positions and 37 closed out — a net gain of 40 holders — while 171 added to existing stakes and 140 trimmed.

The largest buyer was State Street, adding an estimated $130M. The largest seller was RFG Advisory, cutting an estimated $60.4M.

  • 422 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2022, up from 389 in Q3 2022.
  • Funds reported $7.57B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2022, up 80% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2022 and 37 closed out, a net change of +40 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2022 was State Street, an estimated $130M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2022 was RFG Advisory, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2022.