State Street SPDR Portfolio Aggregate Bond ETF
SPAB
407 hedge funds and large institutions have $4.9B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 138 reducing their positions, and 47 closing their positions.
680% more call options, than puts
Call options by funds: $39K | Put options by funds: $5K
36% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 138
4.3% more ownership
Funds ownership: 70.91% → 75.21% (+4.3%)
2% more funds holding in top 10
Funds holding in top 10: 57 → 58 (+1)
4% more capital invested
Capital invested by funds: $4.72B → $4.9B (+$182M)
2% less funds holding
Funds holding: 416 → 407 (-9)
11% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$92.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$79.6M |
| 3 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$51.5M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$37M |
| 5 |
JP Morgan Chase
New York
|
+$36.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
-$37.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$32.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.3M |
| 4 |
Morgan Stanley
New York
|
-$20.1M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$19.4M |
SPAB Hedge Fund Activity: Q3 2023 in Review
407 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q3 2023, worth a combined $4.9B — up 3.9% from $4.72B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of SPAB and 42 opened new positions — a net loss of 5 holders — while 138 trimmed existing stakes and 187 added.
The largest buyer was State Street, adding an estimated $92.2M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $37.6M sold.
- 407 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q3 2023, down from 416 in Q2 2023.
- Funds reported $4.9B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q3 2023, up 3.9% quarter-over-quarter.
- 42 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q3 2023 and 47 closed out, a net change of -5 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q3 2023 was State Street, an estimated $92.2M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q3 2023 was Jefferies Financial Group, an estimated $37.6M sold.
Based on aggregated 13F filings for Q3 2023.