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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
Wells Fargo
26
Wells Fargo
California
$32.1M +$6.87M +274,358 +27%
Truist Financial
27
Truist Financial
North Carolina
$31.8M +$11.1M +441,163 +54%
GLA
28
Good Life Advisors
Pennsylvania
$30.3M +$1.29M +51,606 +4%
KMWM
29
Keudell/Morrison Wealth Management
Oregon
$28.3M +$28.2M +1,126,911 New
BlackRock
30
BlackRock
New York
$28M +$2.09M +83,243 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$27.8M -$9.33M -372,258 -25%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$25.5M +$22.5M +900,076 +789%
IWM
33
IHT Wealth Management
Illinois
$25.2M +$1.75M +69,759 +7%
WA
34
Waverly Advisors
Alabama
$25.1M -$757K -30,203 -3%
EH
35
Equitable Holdings
New York
$23.5M +$3.86M +154,104 +20%
MML Investors Services
36
MML Investors Services
Massachusetts
$22.9M +$1.45M +58,046 +7%
Creative Planning
37
Creative Planning
Kansas
$22.6M -$2.93M -116,863 -11%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$22.5M -$2.52M -100,706 -10%
RWM
39
Reston Wealth Management
Virginia
$22.2M -$7.4M -295,343 -25%
GWP
40
Gateway Wealth Partners
Wisconsin
$21.5M +$21.4M +855,617 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$21.5M -$173K -6,917 -0.8%
Toronto Dominion Bank
42
Toronto Dominion Bank
Ontario, Canada
$21.3M -$5.94M -237,000 -22%
PAS
43
Park Avenue Securities
New York
$20.7M +$1.67M +66,505 +9%
AWM
44
AE Wealth Management
Kansas
$20.4M +$5.14M +205,366 +34%
Bank of America
45
Bank of America
North Carolina
$19.9M +$8.37M +333,943 +73%
HWA
46
Heartwood Wealth Advisors
Virginia
$19.4M +$19.3M +771,318 New
UBS Group
47
UBS Group
Switzerland
$18.8M +$14.8M +592,623 +380%
BA
48
Bristlecone Advisors
Washington
$18.3M -$5.67M -226,412 -24%
IA
49
IFP Advisors
Florida
$18.1M -$892K -35,620 -10%
MGIA
50
Moneta Group Investment Advisors
Missouri
$17.9M +$1.05M +41,790 +6%

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.