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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
HF
426
HRT Financial
New York
-$5.01M -200,838 Closed
W
427
Wealthquest
Ohio
-$1.5M -60,290 Closed
CIAS
428
CFS Investment Advisory Services
New Jersey
-$2K -48,528 Closed
BHWM
429
Bay Harbor Wealth Management
Maryland
-$1.08M -43,422 Closed
JP Morgan Chase
430
JP Morgan Chase
New York
-$791K -31,705 Closed
PFA
431
Professional Financial Advisors
Nebraska
-$493K -19,777 Closed
HSG
432
Helen Stephens Group
Texas
-$453K -18,142 Closed
BC
433
Brio Consultants
California
-$433K -17,829 Closed
EA
434
Eclectic Associates
California
-$429K -17,178 Closed
AC
435
Applied Capital
Arkansas
-$416K -16,673 Closed
WPWM
436
Windward Private Wealth Management
Kansas
-$385K -15,449 Closed
BA
437
Bridge Advisory
California
-$384K -15,397 Closed
KCM
438
Karp Capital Management
California
-$338K -13,542 Closed
AWS
439
AJ Wealth Strategies
New York
-$295K -11,821 Closed
BFA
440
Beacon Financial Advisory
Ohio
-$243K -9,759 Closed
RWM
441
Rockwood Wealth Management
Pennsylvania
-$237K -9,497 Closed
AA
442
Alesco Advisors
New York
-$236K -9,448 Closed
FWA
443
FSM Wealth Advisors
Ohio
-$234K -9,381 Closed
ML
444
McAdam LLC
Pennsylvania
-$232K -9,280 Closed
SFP
445
Strategic Financial Planning
Texas
-$214K -8,557 Closed
SCA
446
Stonebridge Capital Advisors
Minnesota
-$205K -8,234 Closed
BC
447
Burleson & Co
California
-$158K -6,331 Closed
HIA
448
Harbor Investment Advisory
Maryland
-$49K -1,964 Closed
HI
449
Hudock Inc
Pennsylvania
-$47K -1,893 Closed
TCWA
450
Ten Capital Wealth Advisors
Washington
-$44K -1,760 Closed

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.