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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

389 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-11
Holders Change %
-2.75%
% of All Funds
6.73%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
0.97%
New
42
Increased
155
Reduced
159
Closed
44
Calls
$4.43M
Puts
–
Net Calls
+$4.43M
Net Calls Change
-$693K

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$233M
2
Jane Street
2
Jane Street
New York
$54.3M
3
GVAG
3
Great Valley Advisor Group
Delaware
$31.5M
4
LPL Financial
4
LPL Financial
California
$218M
5
MFS
5
McNamara Financial Services
Massachusetts
$47.6M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$157M
2
State Street
2
State Street
Massachusetts
$294M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$661K
4
RA
4
RFG Advisory
Alabama
$70.3M
5
BHWM
5
Bay Harbor Wealth Management
Maryland
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
201
Simplicity Solutions
Minnesota
$1.22M -$2.83M -113,301 -70%
EWA
202
Exencial Wealth Advisors
Oklahoma
$1.21M +$1.01M +40,271 +495%
WCFA
203
Walkner Condon Financial Advisors
Wisconsin
$1.17M -$69.9K -2,802 -6%
CFG
204
Cooper Financial Group
California
$1.12M +$58.6K +2,351 +6%
FIA
205
Foundations Investment Advisors
Arizona
$1.11M +$101K +4,063 +10%
BHWM
206
Bay Harbor Wealth Management
Maryland
$1.08M -$16.5M -661,051 -94%
CFA
207
Cahill Financial Advisors
Minnesota
$1.04M +$1.04M +41,706 New
PFA
208
Pinnacle Family Advisors
Missouri
$999K +$216K +8,660 +28%
CGFA
209
Colton Groome Financial Advisors
North Carolina
$994K -$1.33M -53,213 -57%
VNA
210
Valley National Advisers
Pennsylvania
$963K +$963K +39,092 New
PIFP
211
Partners in Financial Planning
Virginia
$960K +$344K +13,683 +56%
SW
212
SlateStone Wealth
Florida
$928K -$209K -8,370 -18%
BAM
213
Belpointe Asset Management
Nevada
$919K +$318K +12,771 +53%
SWP
214
Stratos Wealth Partners
Ohio
$893K -$1.14M -45,763 -56%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$888K -$169K -6,782 -16%
SWP
216
Strategic Wealth Partners
Ohio
$874K +$180K +7,234 +26%
CWM
217
Collaborative Wealth Management
Florida
$840K -$105K -4,201 -11%
GSC
218
G&S Capital
Colorado
$815K -$11.1K -446 -1%
JPMorgan Chase & Co
219
JPMorgan Chase & Co
New York
$791K -$1.52M -60,886 -66%
TAIM
220
TD Ameritrade Investment Management
Nebraska
$789K -$331K -13,270 -30%
RCIM
221
Red Cedar Investment Management
Michigan
$787K +$99.6K +3,994 +14%
BMD
222
Better Money Decisions
New Mexico
$785K -$5.94K -238 -0.8%
TA
223
TKG Advisors
Indiana
$733K -$13.6K -544 -2%
HI
224
Harbour Investments
Wisconsin
$733K – – –
CW
225
CreativeOne Wealth
Kansas
$731K +$214K +8,590 +41%
7 8
9
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