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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 %
NI
151
NYL Investors
New York
$2.94M 116,900 -4,500 -4%
MPW
152
MGO Private Wealth
California
$2.85M 113,563 +85,011 +298%
WFS
153
Weitzel Financial Services
Iowa
$2.83M 112,755 -52,032 -32%
AC
154
AIFG Consultants
New York
$2.81M 111,788 +111,788 New
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$2.8M 111,331 -565,061 -84%
TA
156
TrueWealth Advisors
Alabama
$2.77M 110,121 +37,242 +51%
PIFP
157
Partners in Financial Planning
Virginia
$2.74M 108,607 +70,356 +184%
CFGF
158
Compass Financial Group (Florida)
Florida
$2.73M 108,583 +93,375 +614%
WMS
159
Wealth Management Solutions
Pennsylvania
$2.69M 106,870 -9,505 -8%
TFG
160
Tilson Financial Group
New Jersey
$2.68M 106,514 +106,514 New
VPP
161
Vertex Planning Partners
Illinois
$2.62M 104,345 +104,345 New
EGA
162
E&G Advisors
Texas
$2.61M 103,910 -64,044 -38%
OGF
163
Orin Green Financial
California
$2.55M 101,313 +30,472 +43%
FFG
164
Ford Financial Group
California
$2.49M 99,222 +28,903 +41%
PAG
165
Private Advisor Group
New Jersey
$2.46M 4,246,775 +613,704 +17%
ICMP
166
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.43M 96,709 +14,838 +18%
TWP
167
Tempus Wealth Planning
California
$2.41M 95,883 +472 +0.5%
CAS
168
Coppell Advisory Solutions
Texas
$2.37M 94,221 +94,221 New
CASC
169
Coppell Advisory Solutions Corp
Texas
$2.37M 94,221 +94,221 New
CA
170
CoreCap Advisors
Michigan
$2.32M 92,336 +7,544 +9%
CF
171
Convergence Financial
Missouri
$2.31M 91,873 +4,738 +5%
KFS
172
Kelly Financial Services
Massachusetts
$2.29M 91,316 +33,383 +58%
SFA
173
Source Financial Advisors
New York
$2.26M 90,112 -43,702 -33%
AWS
174
Atria Wealth Solutions
New York
$2.25M 89,574 +887 +1%
SFS
175
Sowell Financial Services
Arkansas
$2.24M 89,022 -1,915 -2%
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