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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
SWA
401
Sax Wealth Advisors
New Jersey
$243K -$79.3K -3,118 -24%
CPA
402
Capital Planning Advisors
California
$241K – – –
AR
403
Apeiron RIA
Texas
$236K – – –
FAP
404
Financial Advisory Partners
Florida
$234K +$6.89K +271 +3%
CBT
405
CoreFirst Bank & Trust
Kansas
$232K +$236K +9,291 New
WAN
406
Wealth Advisors Northwest
Oregon
$230K +$234K +9,218 New
PFA
407
Professional Financial Advisors
Nebraska
$228K +$2.95K +116 +1%
CAG
408
Csenge Advisory Group
Florida
$228K -$118K -4,653 -34%
HH
409
Hilltop Holdings
Texas
$227K -$17.3K -682 -7%
CAMV
410
Concord Asset Management (Virginia)
Virginia
$225K +$229K +8,995 New
VPF
411
Vantage Point Financial
Illinois
$217K +$221K +8,695 New
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$216K -$1.62M -63,594 -88%
ORG
413
Optimist Retirement Group
Washington
$215K +$2.44K +96 +1%
ADL
414
Asset Dedication LLC
California
$214K – – –
GLLW
415
Graves Light Lenhart Wealth
Virginia
$213K +$217K +8,536 New
EFG
416
Ehrlich Financial Group
California
$205K +$10.2K +400 +5%
BRWA
417
B. Riley Wealth Advisors
Florida
$203K +$207K +8,129 New
FFA
418
Founders Financial Alliance
North Carolina
$198K +$2.49K +98 +1%
SS
419
Sunbelt Securities
Texas
$191K -$34.8K -1,370 -15%
AAP
420
Arax Advisory Partners
Colorado
$189K +$280 +11 +0.1%
PNC Financial Services Group
421
PNC Financial Services Group
Pennsylvania
$185K – – –
AA
422
Ancora Advisors
Ohio
$176K -$60.3K -2,373 -25%
PFBT
423
Parkside Financial Bank & Trust
Missouri
$174K +$229 +9 +0.1%
BHWM
424
Bay Harbor Wealth Management
Maryland
$172K – – –
SS
425
SBI Securities
Japan
$171K +$174K +6,850 New
15 16
17
18 19

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.