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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.

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 Market Value Shares Shares
Change 		Shares
Change %
ZF
351
Zhang Financial
Michigan
$209K 8,308 +8,308 New
SCP
352
Syntal Capital Partners
Texas
$208K 8,257 +8,257 New
BA
353
Bellwether Advisors
Nebraska
$197K 7,837 -616 -7%
BL
354
Balentine LLC
Georgia
$190K 7,555 +30 +0.4%
NECFA
355
New England Capital Financial Advisors
Connecticut
$188K 7,252 +7,252 New
FWM
356
Focused Wealth Management
New York
$184K 7,327 +10 +0.1%
CWP
357
Concord Wealth Partners
Virginia
$155K 6,187 +6,187 New
WOSD
358
WFA of San Diego
California
$130K 5,160 +5,160 New
CF
359
Centaurus Financial
California
$125K 4,956 +4,956 New
CM
360
Cornerstone Management
Georgia
$123K 4,904 -608 -11%
IHWM
361
Iron Horse Wealth Management
Iowa
$123K 4,891 +3,574 +271%
RWPA
362
Richard W. Paul & Associates
Michigan
$121K 4,815 +4,815 New
BCMIO
363
Beacon Capital Management Inc (Ohio)
Ohio
$114K 4,517 -282 -6%
CIAS
364
Capital Investment Advisory Services
North Carolina
$94.2K 3,747 – –
BFEC
365
Benjamin F. Edwards & Company
Missouri
$93K 3,695 -1,442 -28%
FGAM
366
Financial Gravity Asset Management
Texas
$71.4K 25 +25 New
JWA
367
JFS Wealth Advisors
Pennsylvania
$64.5K 2,566 – –
PIMG
368
Patriot Investment Management Group
Tennessee
$61.7K 2,384 +2,384 New
William Blair & Company
369
William Blair & Company
Illinois
$56K 2,221 +1,021 +85%
BWM
370
Baystate Wealth Management
Massachusetts
$52K 2,070 +1,210 +141%
QCG
371
Quadrant Capital Group
Ohio
$51K 2,029 – –
FWP
372
FAS Wealth Partners
Kansas
$49.4K 1,967 +1,967 New
CFGS
373
Concourse Financial Group Securities
Alabama
$45.4K 1,808 -7,122 -80%
HS
374
Horan Securities
United States
$40K 1,592 -4,455 -74%
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$38K 1,512 +1,512 New
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15
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