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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
WIA
276
World Investment Advisors
California
$997K -$129K -5,061 -11%
MPW
277
Magnolia Private Wealth
Pennsylvania
$968K +$985K +38,750 New
MW
278
Marcum Wealth
Ohio
$956K – – –
FWP
279
Falcon Wealth Planning
California
$951K +$533K +20,966 +123%
SA
280
Sovran Advisors
California
$940K +$967K +38,024 New
NAS
281
Nicolet Advisory Services
Wisconsin
$932K -$59.1K -2,323 -6%
PAS
282
PKS Advisory Services
New York
$931K +$948K +37,272 New
LIA
283
Lynx Investment Advisory
District of Columbia
$930K -$317K -12,484 -25%
OAS
284
Optivise Advisory Services
Tennessee
$903K -$76.5K -3,008 -8%
BWMG
285
Barnes Wealth Management Group
California
$896K +$911K +35,836 New
CWM
286
Congress Wealth Management
Massachusetts
$894K +$146K +5,753 +19%
TFG
287
Tilson Financial Group
New Jersey
$894K -$3.66K -144 -0.4%
WCFA
288
Walkner Condon Financial Advisors
Wisconsin
$891K -$339K -13,354 -27%
PW
289
Paladin Wealth
Minnesota
$888K +$9.94K +391 +1%
HI
290
Harbour Investments
Wisconsin
$886K -$436K -17,152 -33%
AWM
291
Axxcess Wealth Management
California
$878K -$1.33M -52,440 -60%
OFG
292
Opulen Financial Group
Virginia
$859K +$874K +34,365 New
FFA
293
Farther Finance Advisors
California
$855K +$128K +5,045 +17%
ATC
294
Argent Trust Co
Tennessee
$848K +$261K +10,248 +43%
TSS
295
Two Sigma Securities
New York
$832K +$183K +7,179 +28%
SWM
296
Scissortail Wealth Management
Oklahoma
$830K +$843K +33,148 +67,649%
SMI
297
Shelter Mutual Insurance
Missouri
$822K – – –
TWP
298
Triad Wealth Partners
Kansas
$815K -$370K -14,542 -31%
LA
299
LexAurum Advisors
Kansas
$812K +$342K +13,456 +71%
JCFM
300
JBR Co Financial Management
Oklahoma
$788K +$307K +12,074 +62%
10 11
12
13 14

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.