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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
RI
76
Rinkey Investments
California
$12M -$91.1K -3,637 -0.8%
SC
77
Savant Capital
Illinois
$12M +$8.29M +330,794 +224%
APC
78
Aspire Private Capital
North Carolina
$12M +$5.53M +220,839 +86%
RA
79
RFG Advisory
Alabama
$12M -$60.4M -2,411,342 -84%
VAG
80
VisionPoint Advisory Group
Texas
$11.9M +$520K +20,754 +5%
RIM
81
Rockbridge Investment Management
New York
$11.8M +$5.07M +202,565 +76%
CAN
82
Cetera Advisor Networks
California
$11.6M +$6.82M +272,096 +145%
SA
83
Stewardship Advisors
Pennsylvania
$11.5M +$339K +13,540 +3%
LFG
84
Larson Financial Group
Missouri
$11.2M -$4.57M -182,468 -29%
JCM
85
Jacobi Capital Management
Pennsylvania
$11.2M +$96K +3,832 +0.9%
BOC
86
Bull Oak Capital
California
$11.2M +$11.1M +444,647 New
PWPS
87
Pinnacle Wealth Planning Services
Ohio
$10.7M +$2.47M +98,696 +30%
PFG
88
PAX Financial Group
Texas
$10.3M -$1.37M -54,611 -12%
ZIM
89
Zacks Investment Management
Illinois
$9.86M +$7.79M +310,944 +381%
OIA
90
OneDigital Investment Advisors
Kansas
$9.37M +$4.01M +160,123 +75%
BS
91
Banco Santander
Spain
$9.3M +$2.7M +107,810 +41%
US Bancorp
92
US Bancorp
Minnesota
$9.15M +$1.96M +78,093 +27%
AF
93
Allworth Financial
California
$9.04M -$26.1M -1,040,686 -74%
LEFP
94
Leading Edge Financial Planning
Tennessee
$8.68M +$8.65M +345,267 New
LWMG
95
Levy Wealth Management Group
Pennsylvania
$8.61M +$4.25M +169,804 +98%
TVAMP
96
Tennessee Valley Asset Management Partners
Tennessee
$8.5M +$6.39M +255,003 +307%
EIA
97
Eldridge Investment Advisors
New Hampshire
$8.06M +$1.36M +54,296 +20%
MPW
98
Melone Private Wealth
Michigan
$7.92M +$169K +6,763 +2%
PFA
99
Peak Financial Advisors
Colorado
$7.89M +$2.72M +108,644 +53%
LPAM
100
Lodestar Private Asset Management
California
$7.78M +$7.76M +309,755 New

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.