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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
IRC
451
Investors Research Corp
Georgia
$2.2K – – –
AIM
452
Anchor Investment Management
South Carolina
$2.12K – – –
Simplex Trading
453
Simplex Trading
Illinois
$2K +$2.83K +110 New
PWA
454
Provenance Wealth Advisors
Florida
$1.41K +$1.39K +54 New
RIA
455
Realta Investment Advisors
Delaware
$1.23K -$5.2K -202 -81%
AIC
456
Archer Investment Corporation
Indiana
$1.23K +$1.21K +47 New
VF
457
VitalStone Financial
Texas
$1.15K – – –
BL
458
BFSG LLC
California
$1.05K -$773 -30 -43%
TFA
459
Transamerica Financial Advisors
Florida
$1K -$52 -2 -7%
BWL
460
Bogart Wealth LLC
Virginia
$209 – – –
VCM
461
Viewpoint Capital Management
Washington
$105 +$103 +4 New
DF
462
Donoghue Forlines
Massachusetts
– -$24.9M -992,704 Closed
WP
463
WealthPLAN Partners
Nebraska
– -$15.6M -621,420 Closed
Toronto Dominion Bank
464
Toronto Dominion Bank
Ontario, Canada
– -$12.5M -500,000 Closed
OFS
465
OneAscent Financial Services
Alabama
– -$10.2M -406,076 Closed
SFC
466
Strategic Financial Concepts
Texas
– -$2.05M -194,236 Closed
Susquehanna International Group
467
Susquehanna International Group
Pennsylvania
– -$1.79M -71,334 Closed
IHL
468
Investment House LLC
California
– -$497K -19,800 Closed
Fisher Asset Management
469
Fisher Asset Management
Washington
– -$444K -17,687 Closed
BFG
470
Buttonwood Financial Group
Missouri
– -$429K -17,251 Closed
WEG
471
World Equity Group
Illinois
– -$391K -15,585 Closed
PMG
472
ProVise Management Group
Florida
– -$353K -14,055 Closed
Corient Private Wealth
473
Corient Private Wealth
Florida
– -$254K -10,078 Closed
GFA
474
Gallagher Fiduciary Advisors
Illinois
– -$246K -9,802 Closed
GG
475
Gleason Group
Kentucky
– -$151K -6,037 Closed
16 17 18
19
20

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.