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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
ZF
351
Zhang Financial
Michigan
$209K +$208K +8,308 New
SCP
352
Syntal Capital Partners
Texas
$208K +$207K +8,257 New
BA
353
Bellwether Advisors
Nebraska
$197K -$15.4K -616 -7%
BL
354
Balentine LLC
Georgia
$190K +$752 +30 +0.4%
NECFA
355
New England Capital Financial Advisors
Connecticut
$188K +$182K +7,252 New
FWM
356
Focused Wealth Management
New York
$184K +$251 +10 +0.1%
CWP
357
Concord Wealth Partners
Virginia
$155K +$155K +6,187 New
WOSD
358
WFA of San Diego
California
$130K +$129K +5,160 New
CF
359
Centaurus Financial
California
$125K +$124K +4,956 New
CM
360
Cornerstone Management
Georgia
$123K -$15.2K -608 -11%
IHWM
361
Iron Horse Wealth Management
Iowa
$123K +$89.5K +3,574 +271%
RWPA
362
Richard W. Paul & Associates
Michigan
$121K +$121K +4,815 New
BCMIO
363
Beacon Capital Management Inc (Ohio)
Ohio
$114K -$7.07K -282 -6%
CIAS
364
Capital Investment Advisory Services
North Carolina
$94.2K
BFEC
365
Benjamin F. Edwards & Company
Missouri
$93K -$36.1K -1,442 -28%
FGAM
366
Financial Gravity Asset Management
Texas
$71.4K +$626 +25 New
JWA
367
JFS Wealth Advisors
Pennsylvania
$64.5K
PIMG
368
Patriot Investment Management Group
Tennessee
$61.7K +$59.7K +2,384 New
William Blair & Company
369
William Blair & Company
Illinois
$56K +$25.6K +1,021 +85%
BWM
370
Baystate Wealth Management
Massachusetts
$52K +$30.3K +1,210 +141%
QCG
371
Quadrant Capital Group
Ohio
$51K
FWP
372
FAS Wealth Partners
Kansas
$49.4K +$49.3K +1,967 New
CFGS
373
Concourse Financial Group Securities
Alabama
$45.4K -$178K -7,122 -80%
HS
374
Horan Securities
United States
$40K -$112K -4,455 -74%
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$38K +$37.9K +1,512 New

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.