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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
SPA
101
Sentinel Pension Advisors
Massachusetts
$7.35M -$102K -4,066 -1%
UWM
102
USAdvisors Wealth Management
Minnesota
$7.11M +$85.1K +3,398 +1%
TCM
103
Towercrest Capital Management
Pennsylvania
$6.81M -$838K -33,454 -11%
SFG
104
StrategIQ Financial Group
Indiana
$6.76M -$406K -16,209 -6%
ACP
105
Aveo Capital Partners
Colorado
$6.65M +$4.39M +175,327 +196%
UF
106
Univest Financial
Pennsylvania
$6.44M -$245K -9,783 -4%
HI
107
Horizon Investments
North Carolina
$6.36M +$697K +27,806 +12%
AFS
108
Amtrust Financial Services
New York
$6.3M
DWM
109
Destination Wealth Management
California
$6.22M +$3.76M +150,277 +154%
AWMG
110
Alliance Wealth Management Group
New Jersey
$6.08M -$774K -30,892 -11%
FHA
111
Flagship Harbor Advisors
Massachusetts
$5.82M +$1.32M +52,880 +30%
FFS
112
Founders Financial Securities
Maryland
$5.82M +$331K +13,203 +6%
AP
113
Appleton Partners
Massachusetts
$5.78M +$264K +10,535 +5%
CAAM
114
Cornerstone Advisors Asset Management
Pennsylvania
$5.78M +$1.73M +68,882 +43%
FTA
115
Financial & Tax Architects
Missouri
$5.6M -$6.62M -264,412 -55%
LL
116
LWMG LLC
Minnesota
$5.43M +$5.41M +215,890 New
TC
117
TownSquare Capital
Utah
$5.17M +$337K +13,455 +7%
SEIA
118
Signature Estate & Investment Advisors
California
$5.08M +$387K +15,442 +8%
B
119
Bensler
Washington
$5.07M +$5.06M +201,858 New
NAS
120
Nicolet Advisory Services
Wisconsin
$4.82M -$506K -20,189 -10%
CWM
121
Cahaba Wealth Management
Georgia
$4.79M +$1.58M +63,228 +50%
FAIM
122
Financial Advocates Investment Management
Washington
$4.79M -$6.12M -244,381 -56%
GM
123
GeoWealth Management
Illinois
$4.77M +$297K +11,870 +7%
LFPWM
124
Leicht Financial Planning & Wealth Management
New Jersey
$4.77M +$4.75M +189,663 New
PPP
125
Private Portfolio Partners
New Jersey
$4.66M -$1.29M -51,468 -22%

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.