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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

400 hedge funds and large institutions have $4.45B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
6.76%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.96%
New
42
Increased
147
Reduced
171
Closed
45
Calls
$5.12M
Puts
–
Net Calls
+$5.12M
Net Calls Change
+$5.12M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$93.7M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$31.7M
3
BA
3
Bristlecone Advisors
Washington
$27.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.8M
5
BHWM
5
Bay Harbor Wealth Management
Maryland
$18.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$31.6M
2
FWM
2
Frontier Wealth Management
Missouri
$16.2M
3
BFG
3
Barber Financial Group
Kansas
$309K
4
BC
4
Brio Consultants
California
$1.03M
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
276
Bridge Advisory
California
$434K +$434K +16,436 New
CWM
277
Congress Wealth Management
Massachusetts
$427K -$1.37M -51,997 -76%
SCA
278
Stonebridge Capital Advisors
Minnesota
$413K +$2.37K +90 +0.6%
EWM
279
Echo Wealth Management
Minnesota
$412K -$101K -3,819 -20%
SFG
280
Snider Financial Group
Washington
$403K -$166K -6,314 -29%
CFGF
281
Compass Financial Group (Florida)
Florida
$401K -$10.5K -398 -3%
AAS
282
Ameritas Advisory Services
Nebraska
$396K -$115K -4,367 -23%
HH
283
Hilltop Holdings
Texas
$392K -$12.9K -489 -3%
RWM
284
Rockwood Wealth Management
Pennsylvania
$379K -$545K -20,669 -59%
SS
285
Sunbelt Securities
Texas
$353K -$764 -29 -0.2%
TPA
286
Trivium Point Advisory
Connecticut
$351K -$4.04M -153,689 -92%
ISWM
287
Independent Solutions Wealth Management
New York
$342K -$2.9K -110 -0.8%
Prudential Financial
288
Prudential Financial
New Jersey
$336K +$22.7K +867 +7%
CCM
289
Crew Capital Management
Ohio
$333K -$37.5K -1,426 -10%
HA
290
Hofer & Associates
California
$333K +$4.32K +164 +1%
TCPWM
291
Traverso Chambers Private Wealth Management
California
$329K – – –
SFP
292
Sterling Financial Planning
New Jersey
$321K -$21.9K -832 -6%
CAAS
293
Capital Asset Advisory Services
Michigan
$317K +$101K +3,847 +47%
SAM
294
Strategic Asset Management
Minnesota
$312K -$207K -7,859 -40%
PPWM
295
PFG Private Wealth Management
Florida
$311K +$24.6K +934 +9%
BFG
296
Barber Financial Group
Kansas
$309K -$40M -1,519,992 -99%
WWM
297
Windsor Wealth Management
Indiana
$308K -$38.9K -1,473 -11%
JWCA
298
J.W. Cole Advisors
Florida
$302K – – –
TSS
299
Two Sigma Securities
New York
$301K -$62.2K -2,365 -17%
RJT
300
Raymond James Trust
Florida
$301K -$14K -532 -4%
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