We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

422 hedge funds and large institutions have $7.57B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

16,733% more call options, than puts

Call options by funds: $505K | Put options by funds: $3K

108% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 37

80% more capital invested

Capital invested by funds: $4.21B → $7.57B (+$3.36B)

22% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 140

8% more funds holding

Funds holding: 389422 (+33)

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

2.17% less ownership

Funds ownership: 70.77%68.61% (-2.2%)

Holders
422
Holders Change
+33
Holders Change %
+8.48%
% of All Funds
6.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$3.32B +$423K +16,897 +15%
State Street
2
State Street
Massachusetts
$427M +$130M +5,190,829 +44%
LPL Financial
3
LPL Financial
California
$302M +$82.3M +3,284,754 +38%
SMM
4
Stadion Money Management
Georgia
$219M -$15.7M -628,542 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$204M -$9.16M -365,640 -4%
CPO
6
Cerity Partners OCIO
New York
$166M +$2.34M +93,547 +1%
GI
7
Gradient Investments
Minnesota
$136M -$22.9M -913,141 -14%
RA
8
Rational Advisors
New York
$121M -$8.81M -351,573 -7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$99.4M -$7.43M -296,580 -7%
WP
10
WealthSource Partners
California
$94.3M -$3.15M -125,739 -3%
TC
11
Trilogy Capital
California
$88.5M +$768K +30,670 +0.9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$88M +$20.8M +829,787 +31%
Morgan Stanley
13
Morgan Stanley
New York
$84.1M +$7.21M +287,923 +9%
WCWM
14
Willow Creek Wealth Management
California
$82.3M -$3.89M -155,293 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$69.1M +$2.4M +95,900 +4%
AssetMark Inc
16
AssetMark Inc
California
$58.4M +$13.2M +525,365 +29%
NEWAS
17
N.E.W. Advisory Services
Wisconsin
$53.7M +$3.48M +138,819 +7%
MFS
18
McNamara Financial Services
Massachusetts
$49.8M +$1.85M +74,033 +4%
RJA
19
Raymond James & Associates
Florida
$48.3M -$25.3M -1,009,411 -34%
GAG
20
GM Advisory Group
New York
$45.7M +$35.2M +1,403,779 +338%
KW
21
KWB Wealth
California
$34.2M +$623K +24,873 +2%
GVAG
22
Great Valley Advisor Group
Delaware
$33.7M +$1.92M +76,518 +6%
GP
23
Girard Partners
Pennsylvania
$32.9M -$2.22M -88,804 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32.7M
MD
25
Money Design
Japan
$32.5M +$5.07M +202,267 +19%

SPAB Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2022, worth a combined $7.57B — up 80% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPAB positions and 37 closed out — a net gain of 40 holders — while 171 added to existing stakes and 140 trimmed.

The largest buyer was State Street, adding an estimated $130M. The largest seller was RFG Advisory, cutting an estimated $60.4M.

  • 422 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2022, up from 389 in Q3 2022.
  • Funds reported $7.57B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2022, up 80% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2022 and 37 closed out, a net change of +40 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2022 was State Street, an estimated $130M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2022 was RFG Advisory, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2022.