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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 %
AAS
301
Avantax Advisory Services
Texas
$363K +$140K +5,560 +63%
APWA
302
Atlas Private Wealth Advisors
New Jersey
$361K -$282K -11,230 -44%
AR
303
Apeiron RIA
Texas
$348K -$32.1K -1,277 -8%
SAM
304
Stone Asset Management
Texas
$347K +$347K +13,825 New
MW
305
Marcum Wealth
Ohio
$344K -$105K -4,173 -23%
AWMS
306
Advocacy Wealth Management Services
Georgia
$342K +$8.29K +330 +2%
BRWA
307
B. Riley Wealth Advisors
Florida
$334K -$67.6K -2,691 -17%
T
308
TRUADVICE
Florida
$325K +$325K +12,566 New
CP
309
Castleview Partners
Texas
$318K +$112K +4,457 +54%
HSA
310
HBK Sorce Advisory
Pennsylvania
$318K +$318K +12,650 New
FFM
311
Flagstone Financial Management
Nebraska
$314K +$314K +12,509 New
HFS
312
Horizon Financial Services
North Carolina
$307K +$28.1K +1,119 +10%
FWP
313
Falcon Wealth Planning
California
$302K -$45.6K -1,815 -13%
Prudential Financial
314
Prudential Financial
New Jersey
$299K +$12.1K +482 +4%
WFAG
315
Worth Financial Advisory Group
North Carolina
$298K +$298K +11,863 New
IA
316
Insight Advisors
Pennsylvania
$293K -$3.11K -123 -1%
VFM
317
Valley Financial Management
New York
$292K +$15.6K +621 +6%
FFA
318
Founders Financial Alliance
North Carolina
$288K +$4.67K +186 +2%
SS
319
Sunbelt Securities
Texas
$288K -$42.1K -1,676 -13%
AFP
320
Ausdal Financial Partners
Iowa
$286K -$26.6K -1,057 -9%
WWM
321
Windsor Wealth Management
Indiana
$285K -$5.21K -203 -2%
LFAS
322
Level Four Advisory Services
Texas
$279K +$279K +11,088 New
WIA
323
World Investment Advisors
California
$277K +$43K +1,710 +18%
CCM
324
Crew Capital Management
Ohio
$276K -$27.2K -1,081 -9%
WWM
325
Western Wealth Management
Colorado
$274K -$267K -10,613 -49%
11 12
13
14 15