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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

400 hedge funds and large institutions have $4.45B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 45 closing their positions.

Holders
400
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
6.76%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.96%
New
42
Increased
147
Reduced
171
Closed
45
Calls
$5.12M
Puts
–
Net Calls
+$5.12M
Net Calls Change
+$5.12M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$93.7M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$31.7M
3
BA
3
Bristlecone Advisors
Washington
$27.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.8M
5
BHWM
5
Bay Harbor Wealth Management
Maryland
$18.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$31.6M
2
FWM
2
Frontier Wealth Management
Missouri
$16.2M
3
BFG
3
Barber Financial Group
Kansas
$309K
4
BC
4
Brio Consultants
California
$1.03M
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$345M 13,110,811 +320,471 +3%
GI
2
Gradient Investments
Minnesota
$216M 8,204,377 -236,473 -3%
LPL Financial
3
LPL Financial
California
$209M 7,930,232 -73,493 -0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$208M 7,891,803 -425,961 -5%
RIG
5
RiverFront Investment Group
Virginia
$198M 7,524,367 +287,793 +4%
SMM
6
Stadion Money Management
Georgia
$184M 6,982,341 -215,484 -3%
CPO
7
Cerity Partners OCIO
New York
$158M 5,993,513 -935,383 -13%
RA
8
Rational Advisors
New York
$143M 5,437,806 -404,894 -7%
RA
9
RFG Advisory
Alabama
$106M 3,966,019 -392,166 -9%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$103M 3,927,749 +214,366 +6%
PAG
11
Private Advisor Group
New Jersey
$93.7M 3,556,475 +1,486,000 +72%
TC
12
Trilogy Capital
California
$91.9M 3,488,707 +31,103 +0.9%
WP
13
WealthSource Partners
California
$86M 3,262,094 +389,841 +14%
WCWM
14
Willow Creek Wealth Management
California
$85.7M 3,250,527 +138,906 +4%
Morgan Stanley
15
Morgan Stanley
New York
$84.8M 3,216,640 +1,018,749 +46%
RJA
16
Raymond James & Associates
Florida
$71M 2,693,096 +448,538 +20%
Osaic Holdings
17
Osaic Holdings
Arizona
$61.8M 2,347,130 +44,091 +2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$60.4M 2,290,348 -48,027 -2%
NEWAS
19
N.E.W. Advisory Services
Wisconsin
$49.6M 1,883,921 +500,450 +36%
BAAM
20
Baker Avenue Asset Management
California
$48.6M 1,842,671 -51,237 -3%
AF
21
Allworth Financial
California
$41.2M 1,565,402 -193,072 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.5M 1,500,000 – –
AssetMark Inc
23
AssetMark Inc
California
$39.4M 1,494,156 +203,919 +16%
GP
24
Girard Partners
Pennsylvania
$37M 1,403,325 -110,482 -7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$36.4M 1,379,719 +205,118 +17%
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