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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 %
HF
426
HRT Financial
New York
– – -200,838 Closed
W
427
Wealthquest
Ohio
– – -60,290 Closed
CIAS
428
CFS Investment Advisory Services
New Jersey
– – -48,528 Closed
BHWM
429
Bay Harbor Wealth Management
Maryland
– – -43,422 Closed
JPMorgan Chase & Co
430
JPMorgan Chase & Co
New York
– – -31,705 Closed
PFA
431
Professional Financial Advisors
Nebraska
– – -19,777 Closed
HSG
432
Helen Stephens Group
Texas
– – -18,142 Closed
BC
433
Brio Consultants
California
– – -17,829 Closed
EA
434
Eclectic Associates
California
– – -17,178 Closed
AC
435
Applied Capital
Arkansas
– – -16,673 Closed
WPWM
436
Windward Private Wealth Management
Kansas
– – -15,449 Closed
BA
437
Bridge Advisory
California
– – -15,397 Closed
KCM
438
Karp Capital Management
California
– – -13,542 Closed
AWS
439
AJ Wealth Strategies
New York
– – -11,821 Closed
BFA
440
Beacon Financial Advisory
Ohio
– – -9,759 Closed
RWM
441
Rockwood Wealth Management
Pennsylvania
– – -9,497 Closed
AA
442
Alesco Advisors
New York
– – -9,448 Closed
FWA
443
FSM Wealth Advisors
Ohio
– – -9,381 Closed
ML
444
McAdam LLC
Pennsylvania
– – -9,280 Closed
SFP
445
Strategic Financial Planning
Texas
– – -8,557 Closed
SCA
446
Stonebridge Capital Advisors
Minnesota
– – -8,234 Closed
BC
447
Burleson & Co
California
– – -6,331 Closed
HIA
448
Harbor Investment Advisory
Maryland
– – -1,964 Closed
HI
449
Hudock Inc
Pennsylvania
– – -1,893 Closed
TCWA
450
Ten Capital Wealth Advisors
Washington
– – -1,760 Closed
15 16 17
18
19