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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
Q1WB
376
Quest 10 Wealth Builders
Virginia
$297K +$303K +11,901 New
AIA
377
AssuredPartners Investment Advisors
Florida
$294K +$299K +11,761 New
USCWA
378
U.S. Capital Wealth Advisors
Texas
$292K – – –
WIP
379
WealthCare Investment Partners
Rhode Island
$289K +$20.3K +799 +7%
O3W
380
Omni 360 Wealth
New Jersey
$287K -$2.29K -90 -0.8%
PFA
381
Peak Financial Advisors
Colorado
$279K +$77.6K +3,052 +38%
WC
382
Waterloo Capital
Texas
$278K -$108K -4,247 -28%
SFP
383
Strategic Financial Planning
Texas
$273K +$2.9K +114 +1%
DADC
384
D.A. Davidson & Co
Montana
$270K +$15.6K +615 +6%
RBFC
385
Roman Butler Fullerton & Co
Missouri
$265K -$17.1K -672 -6%
AO
386
Advisor OS
Illinois
$265K +$73.5K +2,891 +38%
RWM
387
Rialto Wealth Management
New York
$261K +$266K +10,454 New
C1AG
388
Client 1st Advisory Group
Florida
$260K – – –
BWP
389
Balboa Wealth Partners
Arizona
$259K -$441K -17,329 -63%
AAS
390
Ameritas Advisory Services
Nebraska
$257K -$12.3K -484 -4%
MHR
391
Matthew Hamilton Rosenberg
$254K +$32.9K +1,296 +15%
TWM
392
Tolleson Wealth Management
Texas
$254K – – –
MW
393
Maia Wealth
Colorado
$253K -$7.98K -314 -3%
GAM
394
GEM Asset Management
Michigan
$252K +$2.44K +96 +1%
IPA
395
Investment Planning Advisors
Georgia
$251K -$7.58M -298,067 -97%
SWIG
396
Strategic Wealth Investment Group
Kentucky
$250K +$3.36K +132 +1%
CWP
397
Concord Wealth Partners
Virginia
$250K +$92.7K +3,647 +58%
LFG
398
Lockerman Financial Group
California
$248K -$1.4K -55 -0.6%
William Blair & Company
399
William Blair & Company
Illinois
$246K +$14.3K +561 +6%
SSC
400
Syverson Strege & Co
Iowa
$244K +$3.15K +124 +1%
14 15
16
17 18

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.