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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

462 hedge funds and large institutions have $6.56B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 239 increasing their positions, 147 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 147

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $5.73B → $6.56B (+$836M)

3.32% more ownership

Funds ownership: 73.22% → 76.54% (+3.3%)

2% more funds holding

Funds holding: 455 → 462 (+7)

2% less funds holding in top 10

Funds holding in top 10: 61 → 60 (-1)

Holders
462
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
6.63%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.86%
New
39
Increased
239
Reduced
147
Closed
25
Calls
$21K
Puts
–
Net Calls
+$21K
Net Calls Change
+$13K

Top Buyers

1
State Street
State Street
Massachusetts
+$197M
2
LPL Financial
LPL Financial
California
+$87M
3
UF
Univest Financial
Pennsylvania
+$49.3M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$29.1M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$27.2M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
-$30.6M
2
DF
Donoghue Forlines
Massachusetts
-$24.9M
3
UBS Group
UBS Group
Switzerland
-$24.5M
4
WP
WealthPLAN Partners
Nebraska
-$15.6M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
326
Iams Wealth Management
Nebraska
$407K +$401K +15,586 New
IA
327
Insight Advisors
Pennsylvania
$405K +$20.3K +789 +5%
WC
328
Waterloo Capital
Texas
$402K -$186K -7,218 -32%
Fidelity Investments
329
Fidelity Investments
Massachusetts
$401K +$293K +11,363 +285%
PPWM
330
PFG Private Wealth Management
Florida
$398K +$670 +26 +0.2%
OMC
331
Old Mission Capital
Illinois
$389K -$10.3M -401,127 -96%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$382K -$43.8K -1,701 -10%
RJT
333
Raymond James Trust
Florida
$381K +$8.68K +337 +2%
CSC
334
Cove Street Capital
California
$369K +$363K +14,100 New
DC
335
Davenport & Co
Virginia
$367K -$567 -22 -0.2%
CAG
336
Csenge Advisory Group
Florida
$354K +$127K +4,912 +55%
CCG
337
Capital CS Group
California
$352K -$21.3K -825 -6%
DA
338
Detalus Advisors
Missouri
$348K +$13.4K +522 +4%
FMWA
339
Forvis Mazars Wealth Advisors
Missouri
$346K -$114K -4,439 -25%
EAM
340
Empirical Asset Management
Massachusetts
$341K +$69.5K +2,700 +26%
LSAG
341
Lake Street Advisors Group
New Hampshire
$340K – – –
SWA
342
Sax Wealth Advisors
New Jersey
$336K +$103K +4,000 +45%
VBFP
343
Valtinson Bruner Financial Planning
Minnesota
$333K -$3.13M -121,582 -91%
KWA
344
Kingswood Wealth Advisors
California
$331K +$28.5K +1,108 +10%
USCWA
345
U.S. Capital Wealth Advisors
Texas
$305K – – –
AFWM
346
AMJ Financial Wealth Management
Virginia
$305K -$6.67K -259 -2%
SW
347
SlateStone Wealth
Florida
$305K -$1.13K -44 -0.4%
O3W
348
Omni 360 Wealth
New Jersey
$303K -$140K -5,419 -32%
RBFC
349
Roman Butler Fullerton & Co
Missouri
$289K -$106K -4,132 -27%
TYCC
350
Texas Yale Capital Corp
Florida
$288K – – –
12 13
14
15 16

SPAB Hedge Fund Activity: Q3 2024 in Review

462 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q3 2024, worth a combined $6.56B — up 15% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPAB positions and 25 closed out — a net gain of 14 holders — while 239 added to existing stakes and 147 trimmed.

The largest buyer was State Street, adding an estimated $197M. The largest seller was Facet Wealth Inc, cutting an estimated $30.6M.

  • 462 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q3 2024, up from 455 in Q2 2024.
  • Funds reported $6.56B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q3 2024 and 25 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q3 2024 was State Street, an estimated $197M added.
  • The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q3 2024 was Facet Wealth Inc, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2024.