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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 %
BWM
351
Baystate Wealth Management
Massachusetts
$85K +$85K +2,875 New
FPB
352
First PREMIER Bank
South Dakota
$84K – – –
EWA
353
EverSource Wealth Advisors
Alabama
$82K +$82K +2,761 New
JWA
354
JFS Wealth Advisors
Pennsylvania
$76K +$4.47K +151 +6%
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$69K -$10.6K -355 -13%
MA
356
MUFG Americas
New York
$68K – – –
William Blair & Company
357
William Blair & Company
Illinois
$63K -$17.1K -581 -21%
AWM
358
Activest Wealth Management
Florida
$62K – – –
CCM
359
Covington Capital Management
California
$61K – – –
QCG
360
Quadrant Capital Group
Ohio
$60K – – –
HI
361
Hudock Inc
Pennsylvania
$58K – – –
HNB
362
Huntington National Bank
Ohio
$49K -$49K – –
OCM
363
Orion Capital Management
California
$42K – – –
SL
364
Savior LLC
Massachusetts
$41K – – –
AWM
365
Accel Wealth Management
Iowa
$40K – – –
JFA
366
JNBA Financial Advisors
Minnesota
$39K -$12.8K -428 -25%
OSNBOA
367
Old Second National Bank of Aurora
Illinois
$37K +$9.85K +319 +36%
SWM
368
Selective Wealth Management
Virginia
$36K +$17K +581 +90%
HFA
369
HC Financial Advisors
California
$36K +$36K +1,217 New
IRC
370
Investors Research Corp
Georgia
$31K – – –
CWA
371
Clearview Wealth Advisors
Oregon
$28K – – –
BHWM
372
Bay Harbor Wealth Management
Maryland
$27K -$98.2K -3,411 -78%
FA
373
Faithward Advisors
Pennsylvania
$24K – – –
BCV
374
Banque Cantonale Vaudoise
Switzerland
$22K – – –
TCWM
375
Total Clarity Wealth Management
Illinois
$22K +$13.5K +463 +160%
13 14
15
16 17