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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 %
OMC
76
Old Mission Capital
Illinois
$10.5M 355,415 -51,188 -13%
TCM
77
Towercrest Capital Management
Pennsylvania
$10.5M 354,557 -6,517 -2%
SWP
78
Stratos Wealth Partners
Ohio
$10.4M 351,023 +22,603 +7%
LA
79
LexAurum Advisors
Kansas
$10.2M 344,802 +47,736 +16%
SFG
80
StrategIQ Financial Group
Indiana
$9.67M 326,417 -12,415 -4%
UBS Group
81
UBS Group
Switzerland
$9.34M 315,238 -102,246 -24%
AWMG
82
Alliance Wealth Management Group
New Jersey
$8.97M 302,651 -7,008 -2%
SW
83
Simplicity Wealth
New Jersey
$8.57M 289,166 +289,166 New
MPW
84
Melone Private Wealth
Michigan
$8.51M 287,151 +287,151 New
GFS
85
GYL Financial Synergies
Connecticut
$8.41M 283,905 +268,782 +1,777%
NAS
86
Nicolet Advisory Services
Wisconsin
$8.13M 274,544 -10,279 -4%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$8.13M 274,343 +8,426 +3%
BS
88
Banco Santander
Spain
$8.12M 274,287 +5,893 +2%
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$7.82M 264,020 -86,688 -25%
FWM
90
Focused Wealth Management
New York
$7.75M 261,715 +1,733 +0.7%
JCM
91
Jacobi Capital Management
Pennsylvania
$7.74M 261,279 +142,044 +119%
UWM
92
USAdvisors Wealth Management
Minnesota
$7.58M 255,753 +10,897 +4%
AFS
93
Amtrust Financial Services
New York
$7.42M 250,600 – –
RIM
94
Rockbridge Investment Management
New York
$7.38M 249,296 +6,952 +3%
WMS
95
Wealth Management Solutions
Pennsylvania
$7.27M 245,364 +245,364 New
TA
96
TrueWealth Advisors
Alabama
$7.23M 243,923 -28,924 -11%
ZIM
97
Zacks Investment Management
Illinois
$7.14M 240,899 +240,899 New
PFA
98
Pure Financial Advisors
California
$6.96M 234,979 -4,688 -2%
LWAC
99
Laurel Wealth Advisors (California)
California
$6.94M 234,196 +234,196 New
CSIC
100
Clifford Swan Investment Counsel
California
$6.79M 229,170 +80,400 +54%
2 3
4
5 6