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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

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: 389 → 422 (+33)

5% more funds holding in top 10

Funds holding in top 10: 56 → 59 (+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

Top Buyers

1
State Street
State Street
Massachusetts
+$130M
2
LPL Financial
LPL Financial
California
+$82.3M
3
GAG
GM Advisory Group
New York
+$35.2M
4
KMWM
Keudell/Morrison Wealth Management
Oregon
+$28.2M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$22.5M

Top Sellers

1
RA
RFG Advisory
Alabama
-$60.4M
2
Jane Street
Jane Street
New York
-$54.3M
3
BAAM
Baker Avenue Asset Management
California
-$46M
4
AF
Allworth Financial
California
-$26.1M
5
RJA
Raymond James & Associates
Florida
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
176
Lifeworks Advisors
Michigan
$2.23M +$156K +6,243 +8%
CA
177
Cetera Advisors
Colorado
$2.22M +$756K +30,182 +52%
GWM
178
Geneos Wealth Management
Colorado
$2.22M +$256K +10,237 +13%
OPS
179
Orion Portfolio Solutions
Nebraska
$2.18M +$238K +9,484 +12%
Charles Schwab
180
Charles Schwab
California
$2.16M +$1.53M +61,011 +246%
6F
181
626 Financial
Michigan
$2.13M +$2.12M +84,807 New
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$2.09M +$116K +4,614 +6%
GRP
183
Global Retirement Partners
California
$2.07M +$1.35M +54,043 +189%
PCA
184
Prosperity Capital Advisors
Ohio
$2.03M +$2.02M +80,732 New
AT
185
American Trust
Kentucky
$2.03M +$146K +5,825 New
AG
186
Ascent Group
Virginia
$1.98M +$705K +28,132 +56%
AMR
187
Asset Management Resources
Massachusetts
$1.95M -$176K -7,021 -8%
LFA
188
Laraway Financial Advisors
Minnesota
$1.93M -$7.54K -301 -0.4%
VAS
189
Vestmark Advisory Solutions
Massachusetts
$1.87M -$101K -4,036 -5%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$1.79M +$1.37M +54,742 +330%
WWM
191
Wiser Wealth Management
Georgia
$1.78M -$47K -1,877 -3%
PTC
192
Private Trust Company
Ohio
$1.73M +$1.1M +44,081 +179%
FIA
193
Foundations Investment Advisors
Arizona
$1.72M +$600K +23,965 +54%
CA
194
CGN Advisors
Kansas
$1.67M -$231K -9,217 -12%
FPW
195
Flagship Private Wealth
Massachusetts
$1.63M +$167K +6,685 +12%
IWP
196
IAG Wealth Partners
Wisconsin
$1.62M +$79.4K +3,171 +5%
TLFA
197
True Link Financial Advisors
California
$1.61M +$86.9K +3,470 +6%
BAAM
198
Baker Avenue Asset Management
California
$1.55M -$46M -1,835,890 -97%
WP
199
WealthShield Partners
North Carolina
$1.54M -$358K -14,277 -19%
MCC
200
Money Concepts Capital
Florida
$1.54M -$539K -21,516 -26%
6 7
8
9 10

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.