SPAB icon

SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

400 hedge funds and large institutions have $4.45B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
6.76%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.96%
New
42
Increased
147
Reduced
171
Closed
45
Calls
$5.12M
Puts
–
Net Calls
+$5.12M
Net Calls Change
+$5.12M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$93.7M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$31.7M
3
BA
3
Bristlecone Advisors
Washington
$27.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.8M
5
BHWM
5
Bay Harbor Wealth Management
Maryland
$18.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$31.6M
2
FWM
2
Frontier Wealth Management
Missouri
$16.2M
3
BFG
3
Barber Financial Group
Kansas
$309K
4
BC
4
Brio Consultants
California
$1.03M
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
176
Roundview Capital
New Jersey
$1.94M +$85.7K +3,253 +5%
ACP
177
Aveo Capital Partners
Colorado
$1.94M +$1M +37,977 +107%
VAS
178
Vestmark Advisory Solutions
Massachusetts
$1.92M +$146K +5,554 +8%
WWM
179
Wiser Wealth Management
Georgia
$1.89M -$36.6K -1,389 -2%
AWM
180
Axxcess Wealth Management
California
$1.82M +$612K +23,229 +51%
UF
181
Univest Financial
Pennsylvania
$1.72M +$1.72M +65,360 New
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$1.7M -$9.33K -354 -0.5%
OGF
183
Orin Green Financial
California
$1.7M +$118K +4,450 +7%
SWM
184
Spire Wealth Management
Virginia
$1.64M +$552K +20,953 +51%
MHR
185
Matthew Hamilton Rosenberg
$1.61M -$86.9K -3,274 -5%
TLFA
186
True Link Financial Advisors
California
$1.6M – – –
LWMG
187
Levy Wealth Management Group
Pennsylvania
$1.6M +$1.6M +60,652 New
BCI
188
Brinker Capital Investments
Pennsylvania
$1.56M +$28.9K +1,097 +2%
HIIFS
189
Harel Insurance Investments & Financial Services
Israel
$1.52M – – –
USCWA
190
U.S. Capital Wealth Advisors
Texas
$1.5M – – –
FPW
191
Flagship Private Wealth
Massachusetts
$1.5M +$197K +7,477 +15%
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$1.5M +$706K +26,778 +89%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$1.49M -$153K -5,816 -9%
Goldman Sachs
194
Goldman Sachs
New York
$1.38M – – –
IWP
195
IAG Wealth Partners
Wisconsin
$1.34M -$40.3K -1,529 -3%
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$1.3M +$35K +1,327 +3%
VIA
197
Vickerman Investment Advisors
Washington
$1.3M +$760K +28,856 +141%
CA
198
Cetera Advisors
Colorado
$1.28M -$30.7K -1,166 -2%
SFG
199
SNS Financial Group
Minnesota
$1.25M -$27.4K -1,040 -2%
SAM
200
Stringer Asset Management
Tennessee
$1.21M +$360K +13,655 +42%
6 7
8
9 10