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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
IAIM
126
International Assets Investment Management
Florida
$4.62M +$2M +79,793 New
FFG
127
Fullen Financial Group
Ohio
$4.55M +$367K +14,639 +9%
Mariner
128
Mariner
Kansas
$4.5M +$3.88M +154,972 +640%
Ameriprise
129
Ameriprise
Minnesota
$4.27M -$3.9M -155,852 -48%
BCM
130
Barden Capital Management
Texas
$4.23M +$4.22M +168,427 New
AWA
131
Aquire Wealth Advisors
Utah
$4.22M -$108K -4,293 -2%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$4.18M +$2.68M +106,994 +180%
FPWM
133
FSB Premier Wealth Management
Iowa
$4.18M -$138K -5,512 -3%
GFS
134
GYL Financial Synergies
Connecticut
$4.07M -$2.05M -81,762 -34%
LA
135
LexAurum Advisors
Kansas
$4.01M -$192K -7,674 -5%
IWN
136
Independent Wealth Network
Iowa
$3.84M +$113K +4,492 +3%
AWM
137
Axxcess Wealth Management
California
$3.77M +$1.86M +74,336 +98%
PL
138
Protective Life
Alabama
$3.77M
Stifel Financial
139
Stifel Financial
Missouri
$3.71M +$1.16M +46,160 +45%
KAS
140
Kestra Advisory Services
Texas
$3.6M +$831K +33,164 +30%
MFG
141
Merit Financial Group
Georgia
$3.57M +$1.43M +57,277 +67%
DA
142
Detalus Advisors
Missouri
$3.55M +$1.23M +49,039 +53%
LWAC
143
Laurel Wealth Advisors (California)
California
$3.44M -$3.79M -151,245 -52%
IAN
144
Integrated Advisors Network
Texas
$3.4M +$646K +25,802 +24%
PFA
145
Pure Financial Advisors
California
$3.22M -$690K -27,531 -18%
RCM
146
Raleigh Capital Management
North Carolina
$3.08M +$874K +34,900 +40%
EFL
147
ERn Financial LLC
Wisconsin
$3.05M +$541K +21,610 +22%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$2.99M +$342K +13,655 +13%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$2.96M +$2.59M +103,341 +711%
HAS
150
HBW Advisory Services
California
$2.96M +$137K +5,467 +5%

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.