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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

399 hedge funds and large institutions have $4.56B invested in SPDR Portfolio Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 22 closing their positions.

Holders
399
Holders Change
+40
Holders Change %
+11.14%
% of All Funds
6.16%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.9%
New
70
Increased
157
Reduced
127
Closed
22
Calls
$713K
Puts
–
Net Calls
+$713K
Net Calls Change
+$713K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$60.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$81M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$233M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$20.1M
5
CPO
5
Cerity Partners OCIO
New York
$198M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.4M
3
Ameriprise
3
Ameriprise
Minnesota
$26.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$396K
5
Jane Street
5
Jane Street
New York
$412K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$401M 13,526,866 -36,896 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$233M 7,874,649 +774,248 +11%
GI
3
Gradient Investments
Minnesota
$227M 7,679,166 +239,999 +3%
RIG
4
RiverFront Investment Group
Virginia
$224M 7,570,201 +321,361 +4%
LPL Financial
5
LPL Financial
California
$213M 7,202,003 -79,801 -1%
CPO
6
Cerity Partners OCIO
New York
$198M 6,695,631 +549,277 +9%
RA
7
RFG Advisory
Alabama
$105M 3,543,579 +469,613 +15%
FWM
8
Frontier Wealth Management
Missouri
$91.2M 3,078,141 -286,179 -9%
TC
9
Trilogy Capital
California
$89.7M 3,027,376 +143,869 +5%
AA
10
Advisory Alpha
Michigan
$89.4M 3,019,482 +103,460 +4%
WCWM
11
Willow Creek Wealth Management
California
$87.4M 2,951,640 -65,553 -2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$85.8M 2,965,388 +331,790 +13%
Morgan Stanley
13
Morgan Stanley
New York
$81M 2,735,570 +1,128,147 +70%
Osaic Holdings
14
Osaic Holdings
Arizona
$72.7M 2,454,418 +12,329 +0.5%
AssetMark Inc
15
AssetMark Inc
California
$64.2M 2,168,671 +41,635 +2%
RJA
16
Raymond James & Associates
Florida
$64.1M 2,164,349 +9,361 +0.4%
WP
17
WealthSource Partners
California
$60.8M 2,053,432 +181,716 +10%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$60.3M 2,034,564 +2,034,564 New
PAG
19
Private Advisor Group
New Jersey
$58.6M 1,979,580 -338,752 -15%
BAAM
20
Baker Avenue Asset Management
California
$55.5M 1,874,633 +58,432 +3%
AF
21
Allworth Financial
California
$52.9M 1,784,802 -28,277 -2%
NEWAS
22
N.E.W. Advisory Services
Wisconsin
$51.1M 1,724,727 +15,766 +0.9%
Creative Planning
23
Creative Planning
Kansas
$50.3M 1,696,702 -55,612 -3%
BFG
24
Barber Financial Group
Kansas
$47.2M 1,592,695 +70,990 +5%
GP
25
Girard Partners
Pennsylvania
$47.2M 1,592,436 +246,015 +18%
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