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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 %
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$1.53M -$77.2K -3,073 -5%
CIC
202
Carnegie Investment Counsel
Ohio
$1.49M -$27.9K -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 -$200K -7,953 -13%
CAC
207
Certified Advisory Corp
Florida
$1.38M +$794K +31,584 +136%
BCI
208
Brinker Capital Investments
Pennsylvania
$1.35M -$3.14K -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 -$4.26K -167 -0.3%
FIM
214
Freedom Investment Management
Connecticut
$1.25M -$1.38M -55,066 -52%
CW
215
CreativeOne Wealth
Kansas
$1.24M +$505K +20,070 +69%
WWM
216
Wolff Wiese Magana
California
$1.24M +$763K +30,368 +161%
ACA
217
Aptus Capital Advisors
Alabama
$1.23M -$533K -21,208 -30%
SFG
218
SNS Financial Group
Minnesota
$1.2M -$149K -5,921 -11%
LSAG
219
Lake Street Advisors Group
New Hampshire
$1.2M -$898K -35,749 -43%
CA
220
Continuum Advisory
Idaho
$1.18M -$382K -15,186 -24%
CFG
221
Cooper Financial Group
California
$1.18M +$50.3K +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 +$61K +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
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9
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