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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

500 hedge funds and large institutions have $8.02B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 212 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $6.56B → $8.02B (+$1.46B)

20% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 176

8% more funds holding

Funds holding: 462 → 500 (+38)

3% more funds holding in top 10

Funds holding in top 10: 60 → 62 (+2)

2.13% less ownership

Funds ownership: 76.54% → 74.41% (-2.1%)

Holders
500
Holders Change
+38
Holders Change %
+8.23%
% of All Funds
6.59%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.82%
New
78
Increased
212
Reduced
176
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$55.9M
2
MCM
MAI Capital Management
Ohio
+$40.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$32.1M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$22.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$17.4M

Top Sellers

1
State Street
State Street
Massachusetts
-$69.1M
2
MFS
McNamara Financial Services
Massachusetts
-$26.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$21.4M
4
AssetMark Inc
AssetMark Inc
California
-$20.4M
5
LEFP
Leading Edge Financial Planning
Tennessee
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
251
Flow Traders U.S.
New York
$1.51M +$905K +35,584 +143%
EFG
252
Elios Financial Group
Ohio
$1.51M +$15.1K +595 +1%
SCM
253
Steele Capital Management
Iowa
$1.49M +$379K +14,895 +33%
DWP
254
Destiny Wealth Partners
Florida
$1.45M – – –
PAW
255
Plan A Wealth
Nebraska
$1.42M +$1.44M +56,718 New
IPWA
256
International Private Wealth Advisors
California
$1.41M +$372K +14,618 +35%
Goldman Sachs
257
Goldman Sachs
New York
$1.4M +$260K +10,211 +22%
VWA
258
Visionary Wealth Advisors
Illinois
$1.35M +$45.5K +1,791 +3%
PWH
259
Priebe Wealth Holdings
Minnesota
$1.35M +$128K +5,020 +10%
NRI
260
NFP Retirement Inc
California
$1.35M +$64.1K +2,522 +5%
CMMS
261
Comprehensive Money Management Services
Florida
$1.32M +$1.34M +52,839 New
CIC
262
Carnegie Investment Counsel
Ohio
$1.29M +$35.5K +1,398 +3%
TA
263
TKG Advisors
Indiana
$1.26M +$71.7K +2,821 +6%
GSC
264
G&S Capital
Colorado
$1.26M -$8.29K -326 -0.6%
HAG
265
HF Advisory Group
Maryland
$1.24M +$131K +5,156 +12%
PIA
266
Perennial Investment Advisors
California
$1.23M -$339K -13,349 -21%
GWSG
267
GPS Wealth Strategies Group
Colorado
$1.17M +$1.11M +43,633 +1,299%
PTC
268
Private Trust Company
Ohio
$1.16M +$288K +11,340 +32%
Natixis Advisors
269
Natixis Advisors
Massachusetts
$1.12M +$89K +3,501 +8%
KAS
270
Kestra Advisory Services
Texas
$1.11M +$53.7K +2,113 +5%
SWTS
271
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.1M +$1.12M +44,199 New
AC
272
AIFG Consultants
New York
$1.06M -$12.1M -476,537 -92%
MCA
273
MSH Capital Advisors
Arizona
$1.06M +$4.91K +193 +0.5%
RWA
274
Rooted Wealth Advisors
Illinois
$1.04M +$6.51K +256 +0.6%
GSIS
275
Global Strategic Investment Solutions
Arizona
$1.04M +$12.9K +508 +1%
9 10
11
12 13

SPAB Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2024, worth a combined $8.02B — up 22% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPAB positions and 31 closed out — a net gain of 47 holders — while 212 added to existing stakes and 176 trimmed.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $55.9M. The largest seller was State Street, cutting an estimated $69.1M.

  • 500 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2024, up from 462 in Q3 2024.
  • Funds reported $8.02B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2024 and 31 closed out, a net change of +47 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $55.9M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2024 was State Street, an estimated $69.1M sold.

Based on aggregated 13F filings for Q4 2024.