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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

399 hedge funds and large institutions have $4.56B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+40
Holders Change %
+11.14%
% of All Funds
6.16%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.9%
New
70
Increased
157
Reduced
127
Closed
22
Calls
$713K
Puts
–
Net Calls
+$713K
Net Calls Change
+$713K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$233M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$20.1M
4
CPO
4
Cerity Partners OCIO
New York
$198M
5
BCM
5
Beaumont Capital Management
Massachusetts
$14.7M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.4M
3
Ameriprise
3
Ameriprise
Minnesota
$26.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$396K
5
Jane Street
5
Jane Street
New York
$412K
Name Holding Trade Value Shares
Change 		Shares
Change %
TB
326
Treynor Bancshares
Iowa
$232K +$232K +7,840 New
CIBC World Market
327
CIBC World Market
Ontario, Canada
$229K – – –
CF
328
Copperwynd Financial
Arizona
$221K -$42.2K -1,423 -16%
AFWM
329
AMJ Financial Wealth Management
Virginia
$221K +$221K +7,462 New
BRWA
330
B. Riley Wealth Advisors
Florida
$218K -$4.95K -167 -2%
AFG
331
Affinia Financial Group
Massachusetts
$216K -$165K -5,690 -43%
CPW
332
Catalyst Private Wealth
California
$214K +$214K +7,240 New
LFAS
333
Level Four Advisory Services
Texas
$209K -$35.3K -1,189 -14%
MWM
334
Meridian Wealth Management
Kentucky
$202K -$800 -27 -0.4%
DWP
335
Destiny Wealth Partners
Florida
$202K – – –
AIA
336
Alera Investment Advisors
Illinois
$202K +$202K +6,821 New
TVAMP
337
Tennessee Valley Asset Management Partners
Tennessee
$202K +$202K +6,836 New
WOSD
338
WFA of San Diego
California
$197K -$27.8K -939 -12%
GWA
339
Gibson Wealth Advisors
Texas
$195K +$195K +6,600 New
HS
340
Horan Securities
United States
$190K +$190K +6,412 New
ADL
341
Asset Dedication LLC
California
$180K +$118 +4 +0.1%
CFGS
342
Concourse Financial Group Securities
Alabama
$180K +$66.5K +2,241 +59%
IHWM
343
Iron Horse Wealth Management
Iowa
$151K -$534 -18 -0.4%
Fidelity Investments
344
Fidelity Investments
Massachusetts
$137K +$9.2K +310 +7%
CIAS
345
Capital Investment Advisory Services
North Carolina
$133K – – –
AWMS
346
Advocacy Wealth Management Services
Georgia
$131K – – –
FAG
347
Fortitude Advisory Group
Washington
$127K +$127K +4,295 New
BCMIO
348
Beacon Capital Management Inc (Ohio)
Ohio
$114K -$357 -12 -0.3%
ACA
349
Aptus Capital Advisors
Alabama
$98K -$105K -3,544 -52%
PA
350
Parallel Advisors
California
$87K +$22.2K +752 +34%
12 13
14
15 16