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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 %
KFS
201
Kelly Financial Services
Massachusetts
$1.21M +$637K +24,169 +111%
SW
202
SlateStone Wealth
Florida
$1.2M -$130K -4,942 -10%
TAIM
203
TD Ameritrade Investment Management
Nebraska
$1.18M +$10.3K +391 +0.9%
AWMS
204
Advocacy Wealth Management Services
Georgia
$1.18M +$1.06M +40,388 +912%
FFG
205
Ford Financial Group
California
$1.16M +$174K +6,597 +18%
WFA
206
Wipfli Financial Advisors
Wisconsin
$1.16M -$453K -17,183 -28%
CA
207
Continuum Advisory
Idaho
$1.14M -$15.1K -573 -1%
MIC
208
Means Investment Company
Maine
$1.14M +$814K +30,893 +251%
CFG
209
Cooper Financial Group
California
$1.12M -$2.09M -79,500 -65%
ATPW
210
Ashton Thomas Private Wealth
Arizona
$1.12M -$203K -7,696 -15%
Charles Schwab
211
Charles Schwab
California
$1.12M +$799K +30,307 +252%
NRI
212
NFP Retirement Inc
California
$1.1M -$488K -18,505 -31%
LWAC
213
Laurel Wealth Advisors (California)
California
$1.08M -$662K -25,144 -38%
AWM
214
Avior Wealth Management
Nebraska
$1.07M +$26 +1 +0%
FIA
215
Foundations Investment Advisors
Arizona
$1.07M +$50.6K +1,915 +5%
CA
216
CoreCap Advisors
Michigan
$1.06M -$118K -4,463 -10%
BC
217
Brio Consultants
California
$1.03M -$38.8M -1,464,278 -97%
PTC
218
Private Trust Company
Ohio
$1.03M +$1.03M +38,921 New
SSC
219
Syverson Strege & Co
Iowa
$1.01M +$3.85K +146 +0.4%
CWM
220
Collaborative Wealth Management
Florida
$997K +$997K +37,855 New
OFG
221
OTA Financial Group
New York
$992K +$657K +24,943 +196%
Mariner
222
Mariner
Kansas
$897K -$450K -17,069 -33%
LPT
223
Legacy Private Trust
Wisconsin
$875K +$875K +33,208 New
GSC
224
G&S Capital
Colorado
$873K -$17.5K -663 -2%
SWIG
225
Strategic Wealth Investment Group
Kentucky
$854K +$494K +18,763 +137%
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