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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
51
BlackRock
New York
$21.3M +$3.75M +126,510 +21%
HWA
52
Heartwood Wealth Advisors
Virginia
$20.6M -$203K -6,842 -1%
HighTower Advisors
53
HighTower Advisors
Illinois
$20.1M +$19.7M +663,693 +4,354%
PI
54
PFS Investments
Georgia
$19.9M +$2.48M +83,866 +14%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$19.8M -$11.1M -374,368 -36%
SWM
56
SigFig Wealth Management
California
$19.3M +$515K +17,976 +3%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$19.1M +$1.81M +61,135 +10%
T
58
TrueFG
Texas
$18.8M +$411K +13,887 +2%
WFS
59
Weitzel Financial Services
Iowa
$16.2M +$669K +22,602 +4%
Citadel Advisors
60
Citadel Advisors
Florida
$16.2M -$8.99M -303,350 -36%
WI
61
WrapManager Inc
California
$16.2M -$1.27M -42,817 -7%
WP
62
WealthPLAN Partners
Nebraska
$15.7M +$605K +20,854 +4%
GSWM
63
Golden State Wealth Management
California
$14.9M +$1.63M +54,895 +12%
BCM
64
Beaumont Capital Management
Massachusetts
$14.7M +$14.7M +494,681 New
TWM
65
Trinity Wealth Management
Pennsylvania
$14.5M +$263K +8,873 +2%
MIAN
66
Mariner Independent Advisor Network
Kansas
$14.3M +$2.4M +81,299 +20%
Bank of America
67
Bank of America
North Carolina
$14.3M -$4.25M -143,575 -23%
SA
68
Stewardship Advisors
Pennsylvania
$13.3M +$612K +20,677 +5%
PFG
69
PAX Financial Group
Texas
$13.1M +$1.05M +35,399 +9%
FAIM
70
Financial Advocates Investment Management
Washington
$12.8M +$3.25M +109,875 +34%
LFG
71
Larson Financial Group
Missouri
$12.8M +$2.05M +69,225 +19%
AWM
72
AE Wealth Management
Kansas
$12.5M +$2.87M +97,003 +30%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$11.3M +$1.13M +38,292 +11%
RI
74
Rinkey Investments
California
$11M +$11M +374,925 New
HFS
75
Horizon Financial Services
North Carolina
$11M +$1.37M +46,391 +14%
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