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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
HGERS
426
Householder Group Estate & Retirement Specialist
Arizona
$167K -$1.45K -57 -0.8%
CFD
427
Creative Financial Designs
Indiana
$156K +$156K +6,143 +5,907%
Fidelity Investments
428
Fidelity Investments
Massachusetts
$140K -$248K -9,758 -64%
RIA
429
Realta Investment Advisors
Delaware
$138K +$140K +5,492 +11,442%
CA
430
Continuum Advisory
Idaho
$132K – – –
PS
431
Principal Securities
Iowa
$131K +$6.03K +237 +5%
T
432
Transce3nd
Texas
$125K +$127K +4,983 New
TAM
433
Tucker Asset Management
Colorado
$122K -$80.1K -3,149 -39%
CAL
434
Capital Analysts LLC
Pennsylvania
$115K +$114K +4,503 +3,816%
CF
435
Centaurus Financial
California
$112K -$110K -4,326 -49%
ACA
436
Aptus Capital Advisors
Alabama
$109K -$101K -3,957 -48%
CP
437
Castleview Partners
Texas
$109K -$130K -5,124 -54%
KFI
438
Key Financial Inc
Pennsylvania
$97.3K +$28K +1,100 +39%
W
439
WealthCollab
Washington
$92.2K -$280 -11 -0.3%
DWM
440
Darwin Wealth Management
Florida
$88.2K -$110K -4,311 -55%
Kayne Anderson Rudnick Investment Management
441
Kayne Anderson Rudnick Investment Management
California
$87.9K +$89.3K +3,514 New
WWA
442
Wingate Wealth Advisors
Massachusetts
$83.9K +$85.3K +3,356 New
GIA
443
GHP Investment Advisors
Colorado
$80K – – –
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$76.6K – – –
IHWM
445
Iron Horse Wealth Management
Iowa
$73.3K +$381 +15 +0.5%
OC
446
Oarsman Capital
Wisconsin
$71.3K – – –
CIAS
447
Capital Investment Advisory Services
North Carolina
$70.1K -$4.63K -182 -6%
JWA
448
JFS Wealth Advisors
Pennsylvania
$67.2K -$122K -4,806 -64%
BA
449
Bellwether Advisors
Nebraska
$66K +$67.1K +2,641 New
KFP
450
Keener Financial Planning
Texas
$65K +$39.7K +1,560 +148%
16 17
18
19 20

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.