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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 %
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$716K +$125K +4,965 +21%
VWA
252
Visionary Wealth Advisors
Illinois
$714K +$266K +10,590 +59%
SWP
253
Stratos Wealth Partners
Ohio
$687K -$212K -8,452 -24%
BFA
254
Brown Financial Advisory
Alabama
$680K -$3.76M -149,712 -85%
SHJ
255
Sharkey, Howes & Javer
Colorado
$670K -$1.84M -73,377 -73%
Cerity Partners
256
Cerity Partners
New York
$669K +$669K +26,639 New
Baird Financial Group
257
Baird Financial Group
Wisconsin
$666K – – –
WAS
258
Winch Advisory Services
Wisconsin
$666K +$102K +4,051 +18%
SCA
259
Snowden Capital Advisors
New York
$657K +$657K +26,159 New
SA
260
Shilanski & Associates
Alaska
$657K +$657K +26,130 New
GIA
261
Gladstone Institutional Advisory
Florida
$652K +$92K +3,660 +16%
CI
262
CX Institutional
Indiana
$648K -$1.27M -50,360 -66%
VIA
263
Vickerman Investment Advisors
Washington
$585K -$684K -27,236 -54%
WEG
264
World Equity Group
Illinois
$582K -$119K -4,743 -17%
GWSG
265
GPS Wealth Strategies Group
Colorado
$571K +$568K +22,618 +20,195%
FMWA
266
Forvis Mazars Wealth Advisors
Missouri
$565K -$28K -1,113 -5%
RSA
267
River Street Advisors
Illinois
$555K +$555K +22,092 New
SSC
268
Syverson Strege & Co
Iowa
$547K +$628 +25 +0.1%
CAG
269
Csenge Advisory Group
Florida
$539K +$186K +7,416 +53%
BCM
270
Brookstone Capital Management
Illinois
$525K -$203K -7,911 -28%
SWIG
271
Strategic Wealth Investment Group
Kentucky
$522K – – –
TAIM
272
TD Ameritrade Investment Management
Nebraska
$503K -$291K -11,582 -37%
MFA
273
Millington Financial Advisors
Illinois
$491K +$491K +19,521 New
CAL
274
Capital Analysts LLC
Pennsylvania
$487K +$200K +7,951 +70%
AF
275
Advisornet Financial
Minnesota
$485K +$22.9K +913 +5%
9 10
11
12 13