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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
Barclays
501
Barclays
United Kingdom
$25 +$25 +1 New
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$25 +$25 +1 New
Citadel Advisors
503
Citadel Advisors
Florida
– -$21.4M -817,469 Closed
Squarepoint
504
Squarepoint
New York
– -$5.67M -217,098 Closed
SW
505
Simplicity Wealth
New Jersey
– -$3.96M -151,324 Closed
CCM
506
Crabel Capital Management
California
– -$1.74M -66,497 Closed
LWMI
507
Landmark Wealth Management (Illinois)
Illinois
– -$1.44M -54,935 Closed
GFG
508
Goldstone Financial Group
Illinois
– -$1.4M -53,419 Closed
ACM
509
Absolute Capital Management
Pennsylvania
– -$1.32M -50,555 Closed
Prudential Financial
510
Prudential Financial
New Jersey
– -$1.09M -41,620 Closed
CW
511
CreativeOne Wealth
Kansas
– -$480K -18,345 Closed
ARC
512
Advisor Resource Council
Texas
– -$437K -16,732 Closed
IWM
513
Iams Wealth Management
Nebraska
– -$407K -15,586 Closed
FMWA
514
Forvis Mazars Wealth Advisors
Missouri
– -$346K -13,230 Closed
VBFP
515
Valtinson Bruner Financial Planning
Minnesota
– -$333K -12,748 Closed
SW
516
SlateStone Wealth
Florida
– -$305K -11,679 Closed
BWM
517
BKM Wealth Management
Wisconsin
– -$263K -10,069 Closed
MA
518
MKT Advisors
California
– -$239K -9,152 Closed
DAS
519
Diversify Advisory Services
Utah
– -$229K -8,982 Closed
NAM
520
NorthCrest Asset Manangement
Minnesota
– -$212K -8,098 Closed
SLC
521
Second Line Capital
Louisiana
– -$207K -7,915 Closed
AFP
522
Alpha Financial Partners
Kentucky
– -$204K -7,786 Closed
JIP
523
Jaffetilchin Investment Partners
Florida
– -$52.9K -2,025 Closed
ACM
524
Anfield Capital Management
California
– -$38.4K -1,469 Closed
TFM
525
TFC Financial Management
Massachusetts
– -$31.2K -1,194 Closed
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.