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State Street SPDR Portfolio Aggregate Bond ETF

422 hedge funds and large institutions have $7.57B invested in State Street 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

16,733% more call options, than puts

Call options by funds: $505K | Put options by funds: $3K

108% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 37

80% more capital invested

Capital invested by funds: $4.21B → $7.57B (+$3.36B)

22% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 140

8% more funds holding

Funds holding: 389422 (+33)

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

2.17% less ownership

Funds ownership: 70.77%68.61% (-2.2%)

Holders
422
Holders Change
+33
Holders Change %
+8.48%
% of All Funds
6.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$363K +$139K +5,560 +63%
APWA
302
Atlas Private Wealth Advisors
New Jersey
$361K -$281K -11,230 -44%
AR
303
Apeiron RIA
Texas
$348K -$32K -1,277 -8%
SAM
304
Stone Asset Management
Texas
$347K +$346K +13,825 New
MW
305
Marcum Wealth
Ohio
$344K -$105K -4,173 -23%
AWMS
306
Advocacy Wealth Management Services
Georgia
$342K +$8.27K +330 +2%
BRWA
307
B. Riley Wealth Advisors
Florida
$334K -$67.4K -2,691 -17%
T
308
TRUADVICE
Florida
$325K +$315K +12,566 New
CP
309
Castleview Partners
Texas
$318K +$112K +4,457 +54%
HSA
310
HBK Sorce Advisory
Pennsylvania
$318K +$317K +12,650 New
FFM
311
Flagstone Financial Management
Nebraska
$314K +$313K +12,509 New
HFS
312
Horizon Financial Services
North Carolina
$307K +$28K +1,119 +10%
FWP
313
Falcon Wealth Planning
California
$302K -$45.5K -1,815 -13%
Prudential Financial
314
Prudential Financial
New Jersey
$299K +$12.1K +482 +4%
WFAG
315
Worth Financial Advisory Group
North Carolina
$298K +$297K +11,863 New
IA
316
Insight Advisors
Pennsylvania
$293K -$3.08K -123 -1%
VFM
317
Valley Financial Management
New York
$292K +$15.6K +621 +6%
FFA
318
Founders Financial Alliance
North Carolina
$288K +$4.66K +186 +2%
SS
319
Sunbelt Securities
Texas
$288K -$42K -1,676 -13%
AFP
320
Ausdal Financial Partners
Iowa
$286K -$26.5K -1,057 -9%
WWM
321
Windsor Wealth Management
Indiana
$285K -$5.09K -203 -2%
LFAS
322
Level Four Advisory Services
Texas
$279K +$278K +11,088 New
WIA
323
World Investment Advisors
California
$277K +$42.8K +1,710 +18%
CCM
324
Crew Capital Management
Ohio
$276K -$27.1K -1,081 -9%
WWM
325
Western Wealth Management
Colorado
$274K -$266K -10,613 -49%

SPAB Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2022, worth a combined $7.57B — up 80% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPAB positions and 37 closed out — a net gain of 40 holders — while 171 added to existing stakes and 140 trimmed.

The largest buyer was State Street, adding an estimated $130M. The largest seller was RFG Advisory, cutting an estimated $60.4M.

  • 422 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2022, up from 389 in Q3 2022.
  • Funds reported $7.57B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2022, up 80% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2022 and 37 closed out, a net change of +40 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2022 was State Street, an estimated $130M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2022 was RFG Advisory, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2022.