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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 %
WWM
251
Wolff Wiese Magana
California
$470K +$33.5K +1,343 +8%
API
252
Advisor Partners II
California
$469K +$469K +18,816 New
NRI
253
NFP Retirement Inc
California
$468K -$572K -22,913 -55%
ASN
254
Advisory Services Network
Georgia
$460K -$25.4K -1,020 -5%
AF
255
Advisornet Financial
Minnesota
$459K -$15.7K -630 -3%
HSG
256
Helen Stephens Group
Texas
$453K +$17.9K +718 +4%
MW
257
Marcum Wealth
Ohio
$445K -$823 -33 -0.2%
VWA
258
Visionary Wealth Advisors
Illinois
$445K +$33.2K +1,331 +8%
FCH
259
Freestone Capital Holdings
Washington
$438K – – –
DWM
260
Darwin Wealth Management
Florida
$437K -$25.2K -1,026 -5%
BC
261
Brio Consultants
California
$433K -$515K -21,203 -54%
EA
262
Eclectic Associates
California
$429K -$56.5K -2,264 -12%
BFG
263
Buttonwood Financial Group
Missouri
$427K +$427K +17,261 New
SI
264
Stephens Inc
Arkansas
$419K – – –
AC
265
Applied Capital
Arkansas
$416K -$31.3K -1,254 -7%
MA
266
Mutual Advisors
Nebraska
$414K -$135K -5,425 -25%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$414K -$37.8K -1,516 -8%
BRWA
268
B. Riley Wealth Advisors
Florida
$399K +$399K +15,973 New
ISWM
269
Independent Solutions Wealth Management
New York
$390K +$66K +2,644 +20%
WPWM
270
Windward Private Wealth Management
Kansas
$385K +$385K +15,449 New
BA
271
Bridge Advisory
California
$384K -$25.9K -1,039 -6%
SFG
272
Snider Financial Group
Washington
$382K -$4.57K -181 -1%
CFGF
273
Compass Financial Group (Florida)
Florida
$379K – – –
AR
274
Apeiron RIA
Texas
$374K +$569 +23 +0.2%
PPWM
275
PFG Private Wealth Management
Florida
$368K +$74K +2,966 +25%
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