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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
AWM
301
Austin Wealth Management
Texas
$753K -$56.7K -2,230 -7%
Charles Schwab
302
Charles Schwab
California
$747K +$760K +29,903 New
EWA
303
Exencial Wealth Advisors
Oklahoma
$741K -$29.5K -1,161 -4%
QC
304
Quadrature Capital
United Kingdom
$735K +$748K +29,416 New
MA
305
Mutual Advisors
Nebraska
$729K -$19.7K -776 -3%
MCA
306
Midwest Capital Advisors
Michigan
$707K +$720K +28,303 New
NCFG
307
New Century Financial Group
New Jersey
$706K -$559 -22 -0.1%
AF
308
Advisornet Financial
Minnesota
$703K +$53.3K +2,097 +8%
WFAG
309
Worth Financial Advisory Group
North Carolina
$703K +$185K +7,293 +35%
PAG
310
Paladin Advisory Group
Iowa
$680K +$4.12K +162 +0.6%
WWM
311
Western Wealth Management
Colorado
$677K -$37.8K -1,488 -5%
MFS
312
Mattson Financial Services
Michigan
$653K -$24.6K -967 -4%
RFS
313
Richardson Financial Services
Massachusetts
$650K -$44.4K -1,748 -6%
WFS
314
WealthGarden F.S.
California
$646K -$10.4K -408 -2%
FWM
315
Forza Wealth Management
Florida
$628K – – –
T
316
Tidemark
California
$628K -$541K -21,288 -46%
GSEP
317
Golden State Equity Partners
California
$627K -$111K -4,384 -15%
AI
318
Atria Investments
North Carolina
$626K -$292K -11,469 -31%
P
319
&Partners
Tennessee
$614K +$625K +24,581 New
SFG
320
Snider Financial Group
Washington
$604K -$30K -1,181 -5%
NFP
321
Narus Financial Partners
Utah
$601K +$43.1K +1,695 +8%
FF
322
Farrell Financial
New York
$601K +$915 +36 +0.1%
FL
323
FreeGulliver LLC
Louisiana
$594K – – –
WFP
324
Wrenne Financial Planning
Kentucky
$570K +$70.7K +2,782 +14%
MWA
325
Medallion Wealth Advisors
Connecticut
$557K +$564K +22,178 New
11 12
13
14 15

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.