State Street SPDR Portfolio Aggregate Bond ETF
SPAB
416 hedge funds and large institutions have $4.72B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 139 reducing their positions, and 40 closing their positions.
85% more capital inflows, than outflows
Capital inflows: $772M | Capital outflows: $417M
37% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 139
10% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 40
10% more funds holding in top 10
Funds holding in top 10: 52 → 57 (+5)
3.05% more ownership
Funds ownership: 67.86% → 70.91% (+3.1%)
0% more funds holding
Funds holding: 416 → 416 (0)
98% less call options, than puts
Call options by funds: $200K | Put options by funds: $12.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$179M |
| 2 |
LPL Financial
San Diego,
California
|
+$84.3M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$64M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$55M |
| 5 |
JFG
Jefferies Financial Group
New York
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$258M |
| 2 |
AssetMark Inc
Concord,
California
|
-$21.6M |
| 3 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
-$13.2M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$8.05M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.55M |
SPAB Hedge Fund Activity: Q2 2023 in Review
416 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2023, worth a combined $4.72B — up 6% from $4.45B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SPAB positions and 40 closed out — a net gain of 4 holders — while 191 added to existing stakes and 139 trimmed.
The largest buyer was Cerity Partners, adding an estimated $179M. The largest seller was State Street, cutting an estimated $258M.
- 416 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $4.72B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2023, up 6% quarter-over-quarter.
- 44 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2023 and 40 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2023 was Cerity Partners, an estimated $179M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2023 was State Street, an estimated $258M sold.
Based on aggregated 13F filings for Q2 2023.