State Street SPDR Portfolio Aggregate Bond ETF
SPAB
398 hedge funds and large institutions have $4.56B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.
214% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 22
24% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 127
11% more funds holding
Funds holding: 359 → 398 (+39)
9% more funds holding in top 10
Funds holding in top 10: 53 → 58 (+5)
2.26% more ownership
Funds ownership: 67.94% → 70.19% (+2.3%)
3% more capital invested
Capital invested by funds: $4.41B → $4.56B (+$148M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$19.7M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$16.3M |
| 5 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$37.5M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$24.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$23M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$18.8M |
| 5 |
Jane Street
New York
|
-$12.4M |
SPAB Hedge Fund Activity: Q4 2021 in Review
398 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2021, worth a combined $4.56B — up 3.3% from $4.41B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SPAB positions and 22 closed out — a net gain of 47 holders — while 157 added to existing stakes and 127 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.5M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $37.5M sold.
- 398 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2021, up from 359 in Q3 2021.
- Funds reported $4.56B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
- 69 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2021 and 22 closed out, a net change of +47 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $33.5M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2021 was Tobias Financial Advisors, an estimated $37.5M sold.
Based on aggregated 13F filings for Q4 2021.