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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 %
AWM
326
Accurate Wealth Management
Florida
$269K +$269K +10,514 New
C1AG
327
Client 1st Advisory Group
Florida
$269K +$269K +10,721 New
ARC
328
Advisor Resource Council
Texas
$261K -$78.7K -3,130 -23%
JWCA
329
J.W. Cole Advisors
Florida
$257K -$30.8K -1,225 -11%
EFH
330
Eaton Financial Holdings
Florida
$255K +$255K +10,147 New
SW
331
Simplicity Wealth
New Jersey
$255K -$305K -12,151 -55%
Citadel Advisors
332
Citadel Advisors
Florida
$253K -$5.81M -231,085 -96%
MSAM
333
Moloney Securities Asset Management
Missouri
$252K -$7.14K -284 -3%
WS
334
Wedbush Securities
California
$252K +$13.6K +541 +6%
BJL
335
Brighton Jones LLC
Washington
$249K -$236K -9,388 -49%
AA
336
Ancora Advisors
Ohio
$244K +$1.76K +70 +0.7%
CWM
337
Catalyst Wealth Management
Georgia
$244K +$244K +9,707 New
Comerica Bank
338
Comerica Bank
Texas
$243K +$243K +9,411 New
LNC
339
Lincoln National Corp
Pennsylvania
$234K +$234K +9,324 New
CAAS
340
Capital Asset Advisory Services
Michigan
$231K +$231K +9,198 New
F
341
F3Logic
Minnesota
$228K -$52.3K -2,080 -19%
GBS
342
Gallagher Benefit Services
Illinois
$228K +$228K +9,068 New
QA
343
Quantitative Advantage
Minnesota
$226K -$70.6K -2,811 -24%
WIP
344
WealthCare Investment Partners
Rhode Island
$223K -$22.3K -888 -9%
T
345
TCWP
Ohio
$220K +$220K +8,744 New
IF
346
Intrua Financial
Texas
$217K – – –
ADL
347
Asset Dedication LLC
California
$215K – – –
AO
348
Advisor OS
Illinois
$212K +$3.09K +123 +1%
TWC
349
TD Waterhouse Canada
Ontario, Canada
$211K +$211K +8,339 New
FWM
350
Forza Wealth Management
Florida
$210K +$210K +8,350 New
12 13
14
15 16