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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
RJA
26
Raymond James & Associates
Florida
$56.3M -$4.77M -185,329 -8%
TC
27
Trilogy Capital
California
$55.6M +$1.41M +54,711 +3%
GLR
28
Great Lakes Retirement
Ohio
$52.7M +$1.25M +48,702 +2%
AssetMark Inc
29
AssetMark Inc
California
$51.4M +$17.2M +666,263 +51%
GVAG
30
Great Valley Advisor Group
Delaware
$51M +$3.35M +130,083 +7%
SMM
31
Stadion Money Management
Georgia
$49.6M +$4.06M +157,617 +9%
NA
32
NewEdge Advisors
Louisiana
$49M +$9.3M +361,173 +24%
WA
33
Waverly Advisors
Alabama
$43.6M +$2.6M +100,900 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$42.9M -$4.27M -165,696 -9%
FSG
35
Financial Strategies Group
Michigan
$41.8M +$18.2M +707,502 +77%
SA
36
Sanctuary Advisors
Indiana
$40.1M +$7.5M +291,021 +22%
CF
37
Convergence Financial
Missouri
$39.8M +$21.7M +843,541 +124%
PAS
38
Park Avenue Securities
New York
$39.1M +$7.26M +281,937 +23%
LEFP
39
Leading Edge Financial Planning
Tennessee
$38.1M +$4.04M +156,738 +12%
Morgan Stanley
40
Morgan Stanley
New York
$37.3M +$161K +6,257 +0.4%
GAG
41
GM Advisory Group
New York
$36.5M +$3.82M +148,212 +12%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$35.5M +$17M +660,693 +95%
SIM
43
Stratos Investment Management
Ohio
$34.5M +$2.94M +114,311 +9%
OIA
44
OneDigital Investment Advisors
Kansas
$33.5M -$7.25M -281,473 -18%
Mariner
45
Mariner
Kansas
$31.4M +$5.38M +209,032 +21%
Wells Fargo
46
Wells Fargo
California
$31.3M -$123K -4,771 -0.4%
US Bancorp
47
US Bancorp
Minnesota
$31.2M -$983K -38,159 -3%
MD
48
Money Design
Japan
$30.9M +$721K +28,002 +2%
CAAM
49
Cornerstone Advisors Asset Management
Pennsylvania
$28.5M +$8.38M +325,449 +42%
IWM
50
IHT Wealth Management
Illinois
$28.3M +$7.02M +272,442 +34%
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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.