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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

399 hedge funds and large institutions have $4.56B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.

Holders
399
Holders Change
+40
Holders Change %
+11.14%
% of All Funds
6.16%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.9%
New
70
Increased
157
Reduced
127
Closed
22
Calls
$713K
Puts
–
Net Calls
+$713K
Net Calls Change
+$713K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$233M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$20.1M
4
CPO
4
Cerity Partners OCIO
New York
$198M
5
BCM
5
Beaumont Capital Management
Massachusetts
$14.7M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.4M
3
Ameriprise
3
Ameriprise
Minnesota
$26.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$396K
5
Jane Street
5
Jane Street
New York
$412K
Name Market Value Shares Shares
Change 		Shares
Change %
WFPG
26
Waller Financial Planning Group
Ohio
$42.9M 1,448,937 +98 +0%
SPA
27
Sentinel Pension Advisors
Massachusetts
$42M 1,419,545 -60,370 -4%
KW
28
KWB Wealth
California
$37.5M 1,267,339 +33,914 +3%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$36.6M 1,235,730 +61,755 +5%
ACM
30
AlphaStar Capital Management
North Carolina
$35.5M 1,219,218 -144,440 -11%
MFS
31
McNamara Financial Services
Massachusetts
$35.4M 1,195,304 +9,810 +0.8%
RWM
32
Reston Wealth Management
Virginia
$32.8M 1,107,100 -8,988 -0.8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$29.1M 984,039 +49,368 +5%
PAS
34
Park Avenue Securities
New York
$27.8M 937,470 +341,173 +57%
ASW
35
Astoria Strategic Wealth
Texas
$27.7M 935,326 -11,659 -1%
WA
36
Waverly Advisors
Alabama
$27.6M 966,623 +26,388 +3%
GLA
37
Good Life Advisors
Pennsylvania
$27.5M 928,506 -121,497 -12%
MD
38
Money Design
Japan
$27.4M 922,784 -18,394 -2%
BC
39
Brio Consultants
California
$26.5M 894,581 +64,207 +8%
Ameriprise
40
Ameriprise
Minnesota
$26.1M 881,458 -772,457 -47%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$26M 878,224 +11,780 +1%
Wells Fargo
42
Wells Fargo
California
$25.9M 875,563 +61,356 +8%
Truist Financial
43
Truist Financial
North Carolina
$25.3M 852,567 -289,384 -25%
MML Investors Services
44
MML Investors Services
Massachusetts
$24.3M 819,394 +38,936 +5%
FSG
45
Financial Strategies Group
Michigan
$23.7M 800,118 +50,518 +7%
MGIA
46
Moneta Group Investment Advisors
Missouri
$23.6M 796,556 +52,770 +7%
CCFM
47
Clear Creek Financial Management
Washington
$23.5M 793,505 +151,435 +24%
SMM
48
Stadion Money Management
Georgia
$22.8M 770,118 -123,500 -14%
UCFA
49
United Capital Financial Advisors
Texas
$22.3M 753,399 +23,266 +3%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$22.1M 747,472 -67,092 -8%
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