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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

400 hedge funds and large institutions have $4.45B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 45 closing their positions.

Holders
400
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
6.76%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.96%
New
42
Increased
147
Reduced
171
Closed
45
Calls
$5.12M
Puts
–
Net Calls
+$5.12M
Net Calls Change
+$5.12M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$93.7M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$31.7M
3
BA
3
Bristlecone Advisors
Washington
$27.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.8M
5
BHWM
5
Bay Harbor Wealth Management
Maryland
$18.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$31.6M
2
FWM
2
Frontier Wealth Management
Missouri
$16.2M
3
BFG
3
Barber Financial Group
Kansas
$309K
4
BC
4
Brio Consultants
California
$1.03M
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
TC
376
Truvestments Capital
Florida
$15K 569 +569 New
BCMLT
377
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K 379 – –
AAP
378
Arax Advisory Partners
Colorado
$11K 411 +3 +0.7%
GWANC
379
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K 412 +87 +27%
VVP
380
Venture Visionary Partners
Ohio
$11K 417 +417 New
AIL
381
AGF Investments LLC
Ontario, Canada
$9K 338 – –
AIP
382
Ameritas Investment Partners
Nebraska
$9K 364 +17 +5%
FHA
383
First Horizon Advisors
Tennessee
$9K 356 +356 New
AWM
384
Aspire Wealth Management
Massachusetts
$8K 306 +306 New
NSIM
385
North Star Investment Management
Illinois
$7K 250 +1 +0.4%
ZIG
386
Zullo Investment Group
Pennsylvania
$5K 207 +25 +14%
WFA
387
West Financial Advisors
Iowa
$4K 151 – –
First Manhattan
388
First Manhattan
New York
$3K 127 -138 -52%
LC
389
Lindbrook Capital
California
$3K 131 – –
ACK
390
Andrew C. Karlinski
$3K 108 +42 +64%
OFG
391
Oxford Financial Group
Indiana
$2K 84 – –
LPWM
392
Lake Point Wealth Management
Texas
$2K 61 – –
BTI
393
Blue Trust Inc
Georgia
$1K 25 +25 New
APW
394
Axim Planning & Wealth
Ohio
$1K 41 +41 New
RCM
395
Rain Capital Management
Oregon
$1K 53 +53 New
TWA
396
TCI Wealth Advisors
Arizona
$1K 54 +54 New
BRWM
397
B. Riley Wealth Management
Tennessee
$598 22,703 -5,000 -18%
WIM
398
Westside Investment Management
California
$82 3,147 – –
AR
399
Apeiron RIA
Texas
$40 15,102 – –
HWA
400
Heartwood Wealth Advisors
Virginia
– – -757,534 Closed
14 15
16
17 18