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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

389 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 44 closing their positions.

Holders
389
Holders Change
-11
Holders Change %
-2.75%
% of All Funds
6.73%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
0.97%
New
42
Increased
155
Reduced
159
Closed
44
Calls
$4.43M
Puts
–
Net Calls
+$4.43M
Net Calls Change
-$693K

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$233M
2
Jane Street
2
Jane Street
New York
$54.3M
3
GVAG
3
Great Valley Advisor Group
Delaware
$31.5M
4
LPL Financial
4
LPL Financial
California
$218M
5
MFS
5
McNamara Financial Services
Massachusetts
$47.6M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$157M
2
State Street
2
State Street
Massachusetts
$294M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$661K
4
RA
4
RFG Advisory
Alabama
$70.3M
5
BHWM
5
Bay Harbor Wealth Management
Maryland
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$10.9M 435,025 +182,366 +72%
GAG
77
GM Advisory Group
New York
$10.4M 415,108 +32,618 +9%
TCPWM
78
Traverso Chambers Private Wealth Management
California
$10.3M 412,288 +399,817 +3,206%
TWM
79
Trinity Wealth Management
Pennsylvania
$9.09M 364,454 -54,149 -13%
FWI
80
Facet Wealth Inc
Maryland
$8.38M 343,869 +1,447 +0.4%
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$8.18M 327,638 +16,968 +5%
Ameriprise
82
Ameriprise
Minnesota
$8.13M 325,863 -164,917 -34%
MPW
83
Melone Private Wealth
Michigan
$7.7M 308,464 +19,049 +7%
TCM
84
Towercrest Capital Management
Pennsylvania
$7.6M 304,541 -14,083 -4%
SPA
85
Sentinel Pension Advisors
Massachusetts
$7.4M 296,450 -18,303 -6%
LWAC
86
Laurel Wealth Advisors (California)
California
$7.19M 288,263 +247,347 +605%
US Bancorp
87
US Bancorp
Minnesota
$7.13M 285,945 -14,187 -5%
SFG
88
StrategIQ Financial Group
Indiana
$7.12M 285,168 -10,085 -3%
UWM
89
USAdvisors Wealth Management
Minnesota
$6.97M 279,393 +5,940 +2%
AWMG
90
Alliance Wealth Management Group
New Jersey
$6.81M 272,812 -17,997 -6%
RIM
91
Rockbridge Investment Management
New York
$6.65M 266,694 +23,821 +10%
EIA
92
Eldridge Investment Advisors
New Hampshire
$6.65M 266,459 +108,042 +68%
UF
93
Univest Financial
Pennsylvania
$6.64M 265,947 +200,587 +307%
BS
94
Banco Santander
Spain
$6.55M 262,355 -8,679 -3%
APC
95
Aspire Private Capital
North Carolina
$6.39M 256,207 +79,075 +45%
AFS
96
Amtrust Financial Services
New York
$6.25M 250,600 – –
GFS
97
GYL Financial Synergies
Connecticut
$6.08M 243,751 -21,673 -8%
Citadel Advisors
98
Citadel Advisors
Florida
$6.02M 241,142 +11,457 +5%
PPP
99
Private Portfolio Partners
New Jersey
$5.91M 236,713 +236,713 New
HI
100
Horizon Investments
North Carolina
$5.62M 225,130 -27,883 -11%
2 3
4
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