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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 %
Wells Fargo
26
Wells Fargo
California
$32.1M 1,278,228 +274,358 +27%
Truist Financial
27
Truist Financial
North Carolina
$31.8M 1,263,983 +441,163 +54%
GLA
28
Good Life Advisors
Pennsylvania
$30.3M 1,204,463 +51,606 +4%
KMWM
29
Keudell/Morrison Wealth Management
Oregon
$28.3M 1,126,911 +1,126,911 New
BlackRock
30
BlackRock
New York
$28M 1,113,979 +83,243 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$27.8M 1,107,943 -372,258 -25%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$25.5M 1,014,088 +900,076 +789%
IWM
33
IHT Wealth Management
Illinois
$25.2M 1,001,684 +69,759 +7%
WA
34
Waverly Advisors
Alabama
$25.1M 998,995 -30,203 -3%
EH
35
Equitable Holdings
New York
$23.5M 933,388 +154,104 +20%
MML Investors Services
36
MML Investors Services
Massachusetts
$22.9M 909,987 +58,046 +7%
Creative Planning
37
Creative Planning
Kansas
$22.6M 899,644 -116,863 -11%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$22.5M 897,224 -100,706 -10%
RWM
39
Reston Wealth Management
Virginia
$22.2M 883,347 -295,343 -25%
GWP
40
Gateway Wealth Partners
Wisconsin
$21.5M 855,617 +855,617 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$21.5M 854,789 -6,917 -0.8%
Toronto Dominion Bank
42
Toronto Dominion Bank
Ontario, Canada
$21.3M 850,000 -237,000 -22%
PAS
43
Park Avenue Securities
New York
$20.7M 824,216 +66,505 +9%
AWM
44
AE Wealth Management
Kansas
$20.4M 813,310 +205,366 +34%
Bank of America
45
Bank of America
North Carolina
$19.9M 791,033 +333,943 +73%
HWA
46
Heartwood Wealth Advisors
Virginia
$19.4M 771,318 +771,318 New
UBS Group
47
UBS Group
Switzerland
$18.8M 748,463 +592,623 +380%
BA
48
Bristlecone Advisors
Washington
$18.3M 729,517 -226,412 -24%
IA
49
IFP Advisors
Florida
$18.1M 305,812 -35,620 -10%
MGIA
50
Moneta Group Investment Advisors
Missouri
$17.9M 689,766 +41,790 +6%
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