We are live on ! Find out more
SPAB icon

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
SPIA
476
Steward Partners Investment Advisory
New York
$14.9K -$4.98K -196 -25%
GFPC
477
Global Financial Private Client
Florida
$14.4K -$85.7K -3,372 -85%
CTWM
478
Cherry Tree Wealth Management
Minnesota
$10.6K +$1.42K +56 +15%
Qube Research & Technologies (QRT)
479
Qube Research & Technologies (QRT)
United Kingdom
$10.5K -$2.39K -94 -18%
HT
480
Headlands Technologies
Illinois
$10K +$10.2K +401 New
DWM
481
Dogwood Wealth Management
Kansas
$9.8K – – –
SIS
482
Sound Income Strategies
Florida
$9.22K +$6.2K +244 +195%
BCMLT
483
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.02K +$51 +2 +0.6%
TVWM
484
Tower View Wealth Management
Wisconsin
$7.52K +$7.65K +301 New
BlackRock
485
BlackRock
New York
$7.22K +$991 +39 +16%
TPCW
486
TD Private Client Wealth
New York
$7.12K -$280 -11 -4%
NSIM
487
North Star Investment Management
Illinois
$6.83K +$76 +3 +1%
FDW
488
Fourth Dimension Wealth
Ohio
$6.4K +$6.51K +256 New
AIP
489
Ameritas Investment Partners
Nebraska
$4.96K +$534 +21 +12%
KWM
490
Kiker Wealth Management
Georgia
$4.75K +$4.83K +190 New
CAWM
491
Capital A Wealth Management
Pennsylvania
$4.6K +$4.68K +184 New
BC
492
Barrett & Company
Rhode Island
$3.92K – – –
IRC
493
Investors Research Corp
Georgia
$2.1K – – –
AIM
494
Anchor Investment Management
South Carolina
$2.02K – – –
NS
495
NBC Securities
Alabama
$1.51K -$1.55M -60,847 -100%
FGC
496
Financial Gravity Companies
Texas
$1.35K +$1.37K +54 New
AIC
497
Archer Investment Corporation
Indiana
$1.19K +$25 +1 +2%
TFA
498
Transamerica Financial Advisors
Florida
$1K – – –
BL
499
BFSG LLC
California
$750 -$254 -10 -25%
BWL
500
Bogart Wealth LLC
Virginia
$200 – – –
18 19
20
21 22

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.