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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
MIC
351
Means Investment Company
Maine
$428K -$175K -6,884 -29%
APWA
352
Atlas Private Wealth Advisors
New Jersey
$417K -$54.8K -2,154 -11%
IA
353
Insight Advisors
Pennsylvania
$397K +$9.86K +388 +3%
PPWM
354
PFG Private Wealth Management
Florida
$396K +$15.3K +602 +4%
AG
355
Ascent Group
Virginia
$383K -$659K -25,905 -63%
KAS
356
KPP Advisory Services
Kentucky
$378K -$52.6K -2,069 -12%
CCG
357
Capital CS Group
California
$377K +$40.9K +1,610 +12%
SP
358
Symmetry Partners
Connecticut
$377K +$383K +15,084 New
CWM
359
Collaborative Wealth Management
Florida
$371K -$28.9K -1,135 -7%
TCA
360
Transcend Capital Advisors
New Jersey
$358K +$365K +14,342 New
TWC
361
TD Waterhouse Canada
Ontario, Canada
$353K -$12.8K -504 -3%
CSC
362
Cove Street Capital
California
$352K – – –
VWM
363
Valley Wealth Managers
New Jersey
$344K +$104K +4,098 +42%
DC
364
Davenport & Co
Virginia
$336K -$15.4K -606 -4%
KWA
365
Kingswood Wealth Advisors
California
$334K +$18.6K +732 +6%
PA
366
PFG Advisors
Arizona
$334K +$340K +13,366 New
DA
367
Detalus Advisors
Missouri
$331K -$1.65K -65 -0.5%
4A
368
4Wealth Advisors
Illinois
$330K +$336K +13,215 New
LSAG
369
Lake Street Advisors Group
New Hampshire
$325K – – –
FPAS
370
Focus Partners Advisor Solutions
Missouri
$325K +$330K +12,991 New
AFWM
371
AMJ Financial Wealth Management
Virginia
$318K +$27.1K +1,066 +9%
RWM
372
Riverbend Wealth Management
South Carolina
$308K +$313K +12,318 New
Financial Engines Advisors
373
Financial Engines Advisors
California
$307K +$68.2K +2,684 +28%
EAM
374
Empirical Asset Management
Massachusetts
$307K -$19.2K -757 -6%
RWPA
375
Richard W. Paul & Associates
Michigan
$303K +$62K +2,437 +25%
13 14
15
16 17

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.