SPAB icon

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 %
RVPG
251
Relative Value Partners Group
$522K – – –
FCH
252
Freestone Capital Holdings
Washington
$511K -$88.8K -2,997 -15%
HSG
253
Helen Stephens Group
Texas
$501K +$501K +16,919 New
SI
254
Stephens Inc
Arkansas
$498K – – –
CFGF
255
Compass Financial Group (Florida)
Florida
$492K -$12K -407 -2%
AF
256
Aldebaran Financial
$489K -$201K -6,800 -29%
IWM
257
IHT Wealth Management
Illinois
$474K -$936K -31,608 -66%
IA
258
Insight Advisors
Pennsylvania
$474K +$3.73K +126 +0.8%
AC
259
AWM Capital
Arizona
$468K -$8.92K -301 -2%
WWM
260
Western Wealth Management
Colorado
$467K +$467K +15,787 New
HH
261
Hilltop Holdings
Texas
$465K -$50.9K -1,719 -10%
CFAM
262
Center For Asset Management
Florida
$458K -$22.1K -746 -5%
LA
263
Lifeworks Advisors
Michigan
$457K +$457K +15,429 New
AP
264
Advisors Preferred
Maryland
$457K +$457K +15,516 New
IF
265
Intrua Financial
Texas
$450K -$19.4K -655 -4%
AR
266
Apeiron RIA
Texas
$449K +$449K +15,152 New
CCM
267
Crew Capital Management
Ohio
$436K +$9.27K +313 +2%
WWM
268
Windsor Wealth Management
Indiana
$433K -$17.7K -601 -4%
VWA
269
Visionary Wealth Advisors
Illinois
$427K +$56.9K +1,924 +15%
SFP
270
Sterling Financial Planning
New Jersey
$426K +$132K +4,443 +45%
Jane Street
271
Jane Street
New York
$412K -$12.4M -417,982 -97%
HA
272
Hofer & Associates
California
$399K +$399K +13,454 New
SEA
273
Stegent Equity Advisors
Texas
$398K +$398K +13,416 New
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$396K -$18.7M -632,333 -98%
BL
275
Balentine LLC
Georgia
$393K +$10K +339 +3%
9 10
11
12 13