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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 %
CAC
276
Certified Advisory Corp
Florida
$392K -$26.6K -896 -6%
ISWM
277
Independent Solutions Wealth Management
New York
$392K +$16.6K +560 +4%
BCA
278
Bay Colony Advisors
Massachusetts
$388K -$188K -6,354 -33%
BFA
279
Beaumont Financial Advisors
Massachusetts
$386K -$71.6K -2,418 -16%
GKWIM
280
Gerber Kawasaki Wealth & Investment Management
California
$386K -$33.2K -1,122 -8%
SS
281
Sunbelt Securities
Texas
$385K -$6.05K -211 -2%
TCPWM
282
Traverso Chambers Private Wealth Management
California
$369K – – –
JWCA
283
J.W. Cole Advisors
Florida
$366K +$366K +12,373 New
SG
284
StoneX Group
New York
$364K +$364K +12,296 New
SS
285
Simplicity Solutions
Minnesota
$364K -$3.45M -116,640 -90%
SWP
286
Summit Wealth Partners
Florida
$363K -$55K -1,856 -13%
APA
287
American Portfolios Advisors
New York
$360K -$23.4K -791 -6%
RJT
288
Raymond James Trust
Florida
$357K -$1.72K -58 -0.5%
PPWM
289
PFG Private Wealth Management
Florida
$351K -$2.67K -90 -0.8%
SIA
290
Strategic Investment Advisors
Michigan
$345K -$62.7K -2,117 -15%
WIA
291
World Investment Advisors
California
$340K +$13.9K +491 +4%
AIA
292
Acute Investment Advisory
Arizona
$338K +$338K +11,399 New
WIP
293
WealthCare Investment Partners
Rhode Island
$332K +$332K +11,221 New
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$329K +$329K +11,095 New
DJSG
295
D.J. St. Germain
Massachusetts
$328K -$7.82M -264,331 -96%
PPA
296
Parametric Portfolio Associates
Washington
$328K -$184K -6,205 -36%
IWC
297
Integrated Wealth Concepts
Massachusetts
$318K -$9.57K -323 -3%
Prudential Financial
298
Prudential Financial
New Jersey
$318K +$5.67K +190 +2%
CAL
299
Capital Analysts LLC
Pennsylvania
$303K +$32.4K +1,096 +12%
CW
300
CreativeOne Wealth
Kansas
$300K +$300K +10,114 New
10 11
12
13 14