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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

399 hedge funds and large institutions have $4.56B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+40
Holders Change %
+11.14%
% of All Funds
6.16%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.9%
New
70
Increased
157
Reduced
127
Closed
22
Calls
$713K
Puts
–
Net Calls
+$713K
Net Calls Change
+$713K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$233M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$20.1M
4
CPO
4
Cerity Partners OCIO
New York
$198M
5
BCM
5
Beaumont Capital Management
Massachusetts
$14.7M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.4M
3
Ameriprise
3
Ameriprise
Minnesota
$26.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$396K
5
Jane Street
5
Jane Street
New York
$412K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Pinnacle Family Advisors
Missouri
$1.28M +$309K +10,426 +32%
CA
202
Continuum Advisory
Idaho
$1.25M -$21.2K -717 -2%
SWM
203
Spire Wealth Management
Virginia
$1.22M – – –
WWM
204
Wolff Wiese Magana
California
$1.21M +$91.8K +3,101 +8%
CWM
205
Collaborative Wealth Management
Florida
$1.21M +$1.21M +40,852 New
AWM
206
Avior Wealth Management
Nebraska
$1.2M – – –
SWP
207
Strategic Wealth Partners
Ohio
$1.18M +$487K +16,439 +70%
KFS
208
Kelly Financial Services
Massachusetts
$1.16M +$921K +31,108 +391%
SSC
209
Syverson Strege & Co
Iowa
$1.12M +$5.01K +169 +0.4%
FPW
210
Flagship Private Wealth
Massachusetts
$1.12M +$94.8K +3,201 +9%
NFG
211
Next Financial Group
Texas
$1.1M +$181K +6,112 +20%
CFO
212
Capitol Family Office
Oregon
$1.1M +$1.1M +37,211 New
RWM
213
Rockwood Wealth Management
Pennsylvania
$1.09M +$1.09M +36,932 New
DHGWA
214
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.07M +$1.07M +35,970 New
IA
215
IFP Advisors
Florida
$1.05M -$241K -8,083 -19%
AG
216
Ascent Group
Virginia
$1.04M +$1.04M +35,744 New
FIA
217
Foundations Investment Advisors
Arizona
$1.01M +$94.7K +3,239 +10%
TA
218
TKG Advisors
Indiana
$1.01M +$1.01M +34,169 New
GSC
219
G&S Capital
Colorado
$999K +$134K +4,527 +15%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$985K +$985K +33,245 New
PFA
221
Professional Financial Advisors
Nebraska
$968K +$968K +32,694 New
AC
222
Applied Capital
Arkansas
$941K -$235K -7,923 -20%
BRWM
223
B. Riley Wealth Management
Tennessee
$933K +$28.9K +975 +3%
SCA
224
Snowden Capital Advisors
New York
$933K +$933K +31,527 New
Mariner
225
Mariner
Kansas
$918K -$461K -15,585 -33%
7 8
9
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