State Street SPDR Portfolio Aggregate Bond ETF
SPAB
415 hedge funds and large institutions have $4.45B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 184 increasing their positions, 146 reducing their positions, and 47 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 146
0% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 47
0.75% less ownership
Funds ownership: 68.61% → 67.85% (-0.75%)
2% less funds holding
Funds holding: 422 → 415 (-7)
12% less funds holding in top 10
Funds holding in top 10: 59 → 52 (-7)
41% less capital invested
Capital invested by funds: $7.57B → $4.45B (-$3.12B)
100% less call options, than puts
Call options by funds: $3K | Put options by funds: $11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$124M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$97.8M |
| 3 |
Goldman Sachs
New York
|
+$83M |
| 4 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$50.9M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$44.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$142M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$121M |
| 3 |
State Street
Boston,
Massachusetts
|
-$84.7M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$43.4M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$42.7M |
SPAB Hedge Fund Activity: Q1 2023 in Review
415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q1 2023, worth a combined $4.45B — down 41% from $7.57B a quarter earlier.
Fund positioning in SPAB was balanced in Q1 2023: 47 funds opened new positions, 47 closed out, 184 added to existing stakes and 146 trimmed.
The largest buyer was LPL Financial, adding an estimated $124M. The largest seller was Stadion Money Management, cutting an estimated $142M.
- 415 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q1 2023, down from 422 in Q4 2022.
- Funds reported $4.45B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q1 2023, down 41% quarter-over-quarter.
- 47 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q1 2023 and 47 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $124M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q1 2023 was Stadion Money Management, an estimated $142M sold.
Based on aggregated 13F filings for Q1 2023.