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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 %
DC
276
Davenport & Co
Virginia
$477K -$15.3K -610 -3%
NFP
277
Narus Financial Partners
Utah
$473K -$22.9K -913 -5%
HA
278
Hofer & Associates
California
$472K +$105K +4,171 +29%
VC
279
Vicus Capital
Pennsylvania
$470K -$29.4K -1,168 -6%
BNP Paribas Financial Markets
280
BNP Paribas Financial Markets
France
$466K +$406K +16,158 +673%
PA
281
Parallel Advisors
California
$459K +$147K +5,856 +47%
CWM
282
Congress Wealth Management
Massachusetts
$457K -$74.9K -2,980 -14%
API
283
Advisor Partners II
California
$456K -$16.3K -649 -3%
MA
284
Mutual Advisors
Nebraska
$456K +$38.4K +1,529 +9%
SIA
285
Strategic Investment Advisors
Michigan
$447K +$447K +17,769 New
FCH
286
Freestone Capital Holdings
Washington
$441K – – –
TSS
287
Two Sigma Securities
New York
$437K -$1.09M -43,184 -71%
BFG
288
Buttonwood Financial Group
Missouri
$432K -$1.71K -68 -0.4%
IFPL
289
Investments & Financial Planning LLC
Kentucky
$425K +$425K +16,923 New
SI
290
Stephens Inc
Arkansas
$424K +$2.01K +80 +0.5%
ASN
291
Advisory Services Network
Georgia
$418K -$45.3K -1,802 -10%
BSWM
292
Boston Standard Wealth Management
Massachusetts
$410K +$410K +16,322 New
DWM
293
Darwin Wealth Management
Florida
$403K -$57.5K -2,222 -12%
PPWM
294
PFG Private Wealth Management
Florida
$393K +$22.6K +901 +6%
ISWM
295
Independent Solutions Wealth Management
New York
$389K -$4.07K -162 -1%
RJT
296
Raymond James Trust
Florida
$383K +$100K +3,985 +35%
AAS
297
Ameritas Advisory Services
Nebraska
$374K +$22.1K +881 +6%
IWC
298
Integrated Wealth Concepts
Massachusetts
$373K +$373K +14,846 New
SFG
299
Snider Financial Group
Washington
$373K -$7.61K -303 -2%
TWM
300
Tolleson Wealth Management
Texas
$367K -$260K -10,352 -41%
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