SPAB icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$3.32B 132,307 +16,897 +15%
State Street
2
State Street
Massachusetts
$427M 16,993,584 +5,190,829 +44%
LPL Financial
3
LPL Financial
California
$302M 12,035,234 +3,284,754 +38%
SMM
4
Stadion Money Management
Georgia
$219M 8,719,322 -628,542 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$204M 8,129,267 -365,640 -4%
CPO
6
Cerity Partners OCIO
New York
$166M 6,590,529 +93,547 +1%
GI
7
Gradient Investments
Minnesota
$136M 5,397,061 -913,141 -14%
RA
8
Rational Advisors
New York
$121M 4,796,257 -351,573 -7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$99.4M 3,843,767 -296,580 -7%
WP
10
WealthSource Partners
California
$94.3M 3,752,013 -125,739 -3%
TC
11
Trilogy Capital
California
$88.5M 3,521,863 +30,670 +0.9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$88M 3,501,828 +829,787 +31%
Morgan Stanley
13
Morgan Stanley
New York
$84.1M 3,348,258 +287,923 +9%
WCWM
14
Willow Creek Wealth Management
California
$82.3M 3,275,234 -155,293 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$69.1M 2,751,172 +95,900 +4%
AssetMark Inc
16
AssetMark Inc
California
$58.4M 2,325,183 +525,365 +29%
NEWAS
17
N.E.W. Advisory Services
Wisconsin
$53.7M 2,135,214 +138,819 +7%
MFS
18
McNamara Financial Services
Massachusetts
$49.8M 1,980,147 +74,033 +4%
RJA
19
Raymond James & Associates
Florida
$48.3M 1,923,825 -1,009,411 -34%
GAG
20
GM Advisory Group
New York
$45.7M 1,818,887 +1,403,779 +338%
KW
21
KWB Wealth
California
$34.2M 1,360,317 +24,873 +2%
GVAG
22
Great Valley Advisor Group
Delaware
$33.7M 1,340,835 +76,518 +6%
GP
23
Girard Partners
Pennsylvania
$32.9M 1,309,253 -88,804 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32.7M 1,300,000 – –
MD
25
Money Design
Japan
$32.5M 1,294,856 +202,267 +19%
1
2 3 4 5