We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

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: 462500 (+38)

3% more funds holding in top 10

Funds holding in top 10: 6062 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
326
Brookstone Capital Management
Illinois
$548K +$6.69K +263 +1%
CAS
327
Coppell Advisory Solutions
Texas
$547K -$31.7K -1,245 -5%
FCH
328
Freestone Capital Holdings
Washington
$533K +$8.34K +328 +2%
RPSA
329
Richard P. Slaughter Associates
Texas
$532K -$161K -6,329 -23%
KFS
330
Kelly Financial Services
Massachusetts
$531K -$836K -32,880 -61%
National Bank of Canada
331
National Bank of Canada
Quebec, Canada
$505K +$19.9K +781 +4%
TIP
332
Tandem Investment Partners
New Jersey
$505K +$513K +20,198 New
SG
333
Sharper & Granite
California
$502K +$305K +12,000 +149%
CGFA
334
Colton Groome Financial Advisors
North Carolina
$501K +$510K +20,056 New
WS
335
Wedbush Securities
California
$501K -$209K -8,217 -29%
CA
336
CoreCap Advisors
Michigan
$495K -$30.3K -1,191 -6%
GWAG
337
Garrett Wealth Advisory Group
Texas
$488K -$17.3K -680 -3%
BL
338
Balentine LLC
Georgia
$484K +$1.4K +55 +0.3%
MFA
339
Millington Financial Advisors
Illinois
$481K +$37K +1,454 +8%
MWM
340
Modern Wealth Management
Kansas
$476K -$1.16M -45,511 -70%
TYCC
341
Texas Yale Capital Corp
Florida
$475K +$203K +8,000 +73%
VCM
342
Virtue Capital Management
Tennessee
$471K -$74.5K -2,929 -13%
BFA
343
Brown Financial Advisory
Alabama
$452K -$1.96K -77 -0.4%
IFPL
344
Investments & Financial Planning LLC
Kentucky
$450K -$15.9K -627 -3%
SFG
345
Shum Financial Group
California
$449K +$23.1K +908 +5%
VC
346
Vicus Capital
Pennsylvania
$447K +$28.7K +1,128 +7%
GIA
347
Gladstone Institutional Advisory
Florida
$437K -$35.5K -1,396 -7%
RFW
348
Rainier Family Wealth
Washington
$436K +$443K +17,434 New
Betterment LLC
349
Betterment LLC
New York
$430K +$5.19K +204 +1%
NA
350
Novus Advisors
South Carolina
$429K +$436K +17,163 New

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.