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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
LA
176
Lifeworks Advisors
Michigan
$2.23M +$157K +6,243 +8%
CA
177
Cetera Advisors
Colorado
$2.22M +$758K +30,182 +52%
GWM
178
Geneos Wealth Management
Colorado
$2.22M +$257K +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 +$2.13M +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 +$1.36M +54,043 +189%
PCA
184
Prosperity Capital Advisors
Ohio
$2.03M +$2.03M +80,732 New
AT
185
American Trust
Kentucky
$2.03M +$2.03M +5,825 New
AG
186
Ascent Group
Virginia
$1.98M +$707K +28,132 +56%
AMR
187
Asset Management Resources
Massachusetts
$1.95M -$176K -7,021 -8%
LFA
188
Laraway Financial Advisors
Minnesota
$1.93M -$7.56K -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 +$1.38M +54,742 +330%
WWM
191
Wiser Wealth Management
Georgia
$1.78M -$47.2K -1,877 -3%
PTC
192
Private Trust Company
Ohio
$1.73M +$1.11M +44,081 +179%
FIA
193
Foundations Investment Advisors
Arizona
$1.72M +$602K +23,965 +54%
CA
194
CGN Advisors
Kansas
$1.67M -$232K -9,217 -12%
FPW
195
Flagship Private Wealth
Massachusetts
$1.63M +$168K +6,685 +12%
IWP
196
IAG Wealth Partners
Wisconsin
$1.62M +$79.7K +3,171 +5%
TLFA
197
True Link Financial Advisors
California
$1.61M +$87.2K +3,470 +6%
BAAM
198
Baker Avenue Asset Management
California
$1.55M -$46.1M -1,835,890 -97%
WP
199
WealthShield Partners
North Carolina
$1.54M -$359K -14,277 -19%
MCC
200
Money Concepts Capital
Florida
$1.54M -$541K -21,516 -26%
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