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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

389 hedge funds and large institutions have $4.21B invested in SPDR Portfolio Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 44 closing their positions.

Holders
389
Holders Change
-11
Holders Change %
-2.75%
% of All Funds
6.73%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
0.97%
New
42
Increased
155
Reduced
159
Closed
44
Calls
$4.43M
Puts
–
Net Calls
+$4.43M
Net Calls Change
-$693K

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$233M
2
Jane Street
2
Jane Street
New York
$54.3M
3
GVAG
3
Great Valley Advisor Group
Delaware
$31.5M
4
LPL Financial
4
LPL Financial
California
$218M
5
MFS
5
McNamara Financial Services
Massachusetts
$47.6M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$157M
2
State Street
2
State Street
Massachusetts
$294M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$661K
4
RA
4
RFG Advisory
Alabama
$70.3M
5
BHWM
5
Bay Harbor Wealth Management
Maryland
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$294M 11,802,755 -1,308,056 -10%
SMM
2
Stadion Money Management
Georgia
$233M 9,347,864 +2,365,523 +34%
LPL Financial
3
LPL Financial
California
$218M 8,750,480 +820,248 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$212M 8,494,907 +603,104 +8%
RIG
5
RiverFront Investment Group
Virginia
$185M 7,507,289 -17,078 -0.2%
CPO
6
Cerity Partners OCIO
New York
$162M 6,496,982 +503,469 +8%
GI
7
Gradient Investments
Minnesota
$157M 6,310,202 -1,894,175 -23%
RA
8
Rational Advisors
New York
$128M 5,147,830 -289,976 -5%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$103M 4,140,347 +212,598 +5%
WP
10
WealthSource Partners
California
$96.8M 3,877,752 +615,658 +19%
PAG
11
Private Advisor Group
New Jersey
$90.6M 3,633,071 +76,596 +2%
TC
12
Trilogy Capital
California
$87.1M 3,491,193 +2,486 +0.1%
WCWM
13
Willow Creek Wealth Management
California
$85.6M 3,430,527 +180,000 +6%
Morgan Stanley
14
Morgan Stanley
New York
$76.4M 3,060,335 -156,305 -5%
RJA
15
Raymond James & Associates
Florida
$73.2M 2,933,236 +240,140 +9%
RA
16
RFG Advisory
Alabama
$70.3M 2,874,292 -1,091,727 -28%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$66.7M 2,672,041 +381,693 +17%
Osaic Holdings
18
Osaic Holdings
Arizona
$66.2M 2,655,272 +308,142 +13%
Jane Street
19
Jane Street
New York
$54.3M 2,175,236 +975,751 +81%
NEWAS
20
N.E.W. Advisory Services
Wisconsin
$49.8M 1,996,395 +112,474 +6%
MFS
21
McNamara Financial Services
Massachusetts
$47.6M 1,906,114 +633,904 +50%
BAAM
22
Baker Avenue Asset Management
California
$47.3M 1,897,599 +54,928 +3%
AssetMark Inc
23
AssetMark Inc
California
$44.9M 1,799,818 +305,662 +20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$36.9M 1,480,201 +100,482 +7%
AF
25
Allworth Financial
California
$34.9M 1,400,265 -165,137 -11%
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