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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
PFA
376
Professional Financial Advisors
Nebraska
$235K -$25.3K -983 -10%
MHR
377
Matthew Hamilton Rosenberg
$232K -$16.5K -642 -7%
CF
378
Centaurus Financial
California
$230K -$2.9M -112,688 -93%
DAS
379
Diversify Advisory Services
Utah
$229K +$231K +8,982 New
ADL
380
Asset Dedication LLC
California
$224K – – –
ORG
381
Optimist Retirement Group
Washington
$222K +$1.8K +70 +0.8%
ACA
382
Aptus Capital Advisors
Alabama
$217K +$7.16K +278 +3%
PFA
383
Peak Financial Advisors
Colorado
$212K -$84.7K -3,287 -29%
NAM
384
NorthCrest Asset Manangement
Minnesota
$212K -$32.6K -1,267 -14%
SG
385
Sharper & Granite
California
$211K +$208K +8,080 New
TAM
386
Tucker Asset Management
Colorado
$210K -$129K -4,994 -38%
SLC
387
Second Line Capital
Louisiana
$207K -$1.75K -68 -0.9%
BWM
388
Brophy Wealth Management
New Hampshire
$206K +$203K +7,892 New
DWM
389
Darwin Wealth Management
Florida
$205K -$10.1K -394 -5%
FFA
390
Founders Financial Alliance
North Carolina
$204K -$6.36K -247 -3%
AFP
391
Alpha Financial Partners
Kentucky
$204K +$201K +7,786 New
EFG
392
Ehrlich Financial Group
California
$204K +$201K +7,786 New
AO
393
Advisor OS
Illinois
$201K -$9.81K -381 -5%
AAP
394
Arax Advisory Partners
Colorado
$197K +$174K +6,736 +825%
JWA
395
JFS Wealth Advisors
Pennsylvania
$196K +$644 +25 +0.3%
PNC Financial Services Group
396
PNC Financial Services Group
Pennsylvania
$193K +$190K +7,387 New
PFBT
397
Parkside Financial Bank & Trust
Missouri
$182K +$180 +7 +0.1%
BHWM
398
Bay Harbor Wealth Management
Maryland
$180K – – –
HGERS
399
Householder Group Estate & Retirement Specialist
Arizona
$176K -$1.8K -70 -1%
CWP
400
Concord Wealth Partners
Virginia
$166K +$1.42K +55 +0.9%
14 15
16
17 18

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.