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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 %
SPA
101
Sentinel Pension Advisors
Massachusetts
$7.35M 292,384 -4,066 -1%
UWM
102
USAdvisors Wealth Management
Minnesota
$7.11M 282,791 +3,398 +1%
TCM
103
Towercrest Capital Management
Pennsylvania
$6.81M 271,087 -33,454 -11%
SFG
104
StrategIQ Financial Group
Indiana
$6.76M 268,959 -16,209 -6%
ACP
105
Aveo Capital Partners
Colorado
$6.65M 264,798 +175,327 +196%
UF
106
Univest Financial
Pennsylvania
$6.44M 256,164 -9,783 -4%
HI
107
Horizon Investments
North Carolina
$6.36M 252,936 +27,806 +12%
AFS
108
Amtrust Financial Services
New York
$6.3M 250,600 – –
DWM
109
Destination Wealth Management
California
$6.22M 247,694 +150,277 +154%
AWMG
110
Alliance Wealth Management Group
New Jersey
$6.08M 241,920 -30,892 -11%
FHA
111
Flagship Harbor Advisors
Massachusetts
$5.82M 231,622 +52,880 +30%
FFS
112
Founders Financial Securities
Maryland
$5.82M 231,450 +13,203 +6%
AP
113
Appleton Partners
Massachusetts
$5.78M 229,850 +10,535 +5%
CAAM
114
Cornerstone Advisors Asset Management
Pennsylvania
$5.78M 229,808 +68,882 +43%
FTA
115
Financial & Tax Architects
Missouri
$5.6M 216,157 -264,412 -55%
LL
116
LWMG LLC
Minnesota
$5.43M 215,890 +215,890 New
TC
117
TownSquare Capital
Utah
$5.17M 205,717 +13,455 +7%
SEIA
118
Signature Estate & Investment Advisors
California
$5.08M 201,975 +15,442 +8%
B
119
Bensler
Washington
$5.07M 201,858 +201,858 New
NAS
120
Nicolet Advisory Services
Wisconsin
$4.82M 187,003 -20,189 -10%
CWM
121
Cahaba Wealth Management
Georgia
$4.79M 190,780 +63,228 +50%
FAIM
122
Financial Advocates Investment Management
Washington
$4.79M 190,644 -244,381 -56%
GM
123
GeoWealth Management
Illinois
$4.77M 189,734 +11,870 +7%
LFPWM
124
Leicht Financial Planning & Wealth Management
New Jersey
$4.77M 189,663 +189,663 New
PPP
125
Private Portfolio Partners
New Jersey
$4.66M 185,245 -51,468 -22%
3 4
5
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