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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

422 hedge funds and large institutions have $7.57B invested in 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.

Holders
422
Holders Change
+33
Holders Change %
+8.48%
% of All Funds
6.81%
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

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$3.32B
2
State Street
2
State Street
Massachusetts
$427M
3
LPL Financial
3
LPL Financial
California
$302M
4
GAG
4
GM Advisory Group
New York
$45.7M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$28.3M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$12M
2
Jane Street
2
Jane Street
New York
$0
3
BAAM
3
Baker Avenue Asset Management
California
$1.55M
4
AF
4
Allworth Financial
California
$9.04M
5
RJA
5
Raymond James & Associates
Florida
$48.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RI
76
Rinkey Investments
California
$12M 478,314 -3,637 -0.8%
SC
77
Savant Capital
Illinois
$12M 478,168 +330,794 +224%
APC
78
Aspire Private Capital
North Carolina
$12M 477,046 +220,839 +86%
RA
79
RFG Advisory
Alabama
$12M 462,950 -2,411,342 -84%
VAG
80
VisionPoint Advisory Group
Texas
$11.9M 465,891 +20,754 +5%
RIM
81
Rockbridge Investment Management
New York
$11.8M 469,259 +202,565 +76%
CAN
82
Cetera Advisor Networks
California
$11.6M 460,360 +272,096 +145%
SA
83
Stewardship Advisors
Pennsylvania
$11.5M 457,570 +13,540 +3%
LFG
84
Larson Financial Group
Missouri
$11.2M 445,203 -182,468 -29%
JCM
85
Jacobi Capital Management
Pennsylvania
$11.2M 444,760 +3,832 +0.9%
BOC
86
Bull Oak Capital
California
$11.2M 444,647 +444,647 New
PWPS
87
Pinnacle Wealth Planning Services
Ohio
$10.7M 426,334 +98,696 +30%
PFG
88
PAX Financial Group
Texas
$10.3M 409,235 -54,611 -12%
ZIM
89
Zacks Investment Management
Illinois
$9.86M 392,534 +310,944 +381%
OIA
90
OneDigital Investment Advisors
Kansas
$9.37M 372,909 +160,123 +75%
BS
91
Banco Santander
Spain
$9.3M 370,165 +107,810 +41%
US Bancorp
92
US Bancorp
Minnesota
$9.15M 364,038 +78,093 +27%
AF
93
Allworth Financial
California
$9.04M 359,579 -1,040,686 -74%
LEFP
94
Leading Edge Financial Planning
Tennessee
$8.68M 345,267 +345,267 New
LWMG
95
Levy Wealth Management Group
Pennsylvania
$8.61M 342,769 +169,804 +98%
TVAMP
96
Tennessee Valley Asset Management Partners
Tennessee
$8.5M 338,178 +255,003 +307%
EIA
97
Eldridge Investment Advisors
New Hampshire
$8.06M 320,755 +54,296 +20%
MPW
98
Melone Private Wealth
Michigan
$7.92M 315,227 +6,763 +2%
PFA
99
Peak Financial Advisors
Colorado
$7.89M 314,100 +108,644 +53%
LPAM
100
Lodestar Private Asset Management
California
$7.78M 309,755 +309,755 New
2 3
4
5 6