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State Street SPDR Portfolio Aggregate Bond ETF

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: 389422 (+33)

5% more funds holding in top 10

Funds holding in top 10: 5659 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$1.53M -$77K -3,073 -5%
CIC
202
Carnegie Investment Counsel
Ohio
$1.49M -$27.8K -1,109 -2%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$1.45M
EWA
204
Exencial Wealth Advisors
Oklahoma
$1.44M +$220K +8,768 +18%
USCWA
205
U.S. Capital Wealth Advisors
Texas
$1.43M
MIC
206
Means Investment Company
Maine
$1.39M -$199K -7,953 -13%
CAC
207
Certified Advisory Corp
Florida
$1.38M +$791K +31,584 +136%
BCI
208
Brinker Capital Investments
Pennsylvania
$1.35M -$3.13K -125 -0.2%
SS
209
Simplicity Solutions
Minnesota
$1.35M +$115K +4,587 +9%
KPWS
210
Kestra Private Wealth Services
Texas
$1.33M -$108K -4,297 -8%
Goldman Sachs
211
Goldman Sachs
New York
$1.32M
CFA
212
Cahill Financial Advisors
Minnesota
$1.28M +$227K +9,045 +22%
SWM
213
Scissortail Wealth Management
Oklahoma
$1.27M -$4.18K -167 -0.3%
FIM
214
Freedom Investment Management
Connecticut
$1.25M -$1.38M -55,066 -52%
CW
215
CreativeOne Wealth
Kansas
$1.24M +$503K +20,070 +69%
WWM
216
Wolff Wiese Magana
California
$1.24M +$761K +30,368 +161%
ACA
217
Aptus Capital Advisors
Alabama
$1.23M -$531K -21,208 -30%
SFG
218
SNS Financial Group
Minnesota
$1.2M -$148K -5,921 -11%
LSAG
219
Lake Street Advisors Group
New Hampshire
$1.2M -$896K -35,749 -43%
CA
220
Continuum Advisory
Idaho
$1.18M -$380K -15,186 -24%
CFG
221
Cooper Financial Group
California
$1.18M +$50.1K +2,000 +4%
JSL
222
JT Stratford LLC
Georgia
$1.13M -$1.86M -74,057 -62%
CGFA
223
Colton Groome Financial Advisors
North Carolina
$1.06M +$60.8K +2,427 +6%
CCM
224
Crabel Capital Management
California
$1.03M +$1.03M +40,979 New
KWS
225
Keystone Wealth Services
California
$1.02M +$1.02M +40,775 New

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.