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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

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: 389 → 422 (+33)

5% more funds holding in top 10

Funds holding in top 10: 56 → 59 (+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

Top Buyers

1
State Street
State Street
Massachusetts
+$130M
2
LPL Financial
LPL Financial
California
+$82.3M
3
GAG
GM Advisory Group
New York
+$35.2M
4
KMWM
Keudell/Morrison Wealth Management
Oregon
+$28.2M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$22.5M

Top Sellers

1
RA
RFG Advisory
Alabama
-$60.4M
2
Jane Street
Jane Street
New York
-$54.3M
3
BAAM
Baker Avenue Asset Management
California
-$46M
4
AF
Allworth Financial
California
-$26.1M
5
RJA
Raymond James & Associates
Florida
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
451
Householder Group Estate & Retirement Specialist
Arizona
– -$35K -1,433 Closed
SWM
452
Selective Wealth Management
Virginia
– -$25K -1,016 Closed
PFT
453
Providence First Trust
Arizona
– -$22K -885 Closed
TAM
454
Tucker Asset Management
Colorado
– -$3.32K -135 Closed
ACK
455
Andrew C. Karlinski
– -$3K -108 Closed
ACM
456
Absolute Capital Management
Pennsylvania
– -$2.27K -91 Closed
OFG
457
Oxford Financial Group
Indiana
– -$2K -84 Closed
CFFP
458
Center for Financial Planning
Michigan
– -$1K -50 Closed
KOMWMG
459
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– +$150 +6 New
15 16 17 18
19

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.