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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
Bank of America
76
Bank of America
North Carolina
$17.5M -$2.4M -93,072 -12%
WIM
77
WealthPlan Investment Management
Nebraska
$17.4M +$17.2M +667,526 New
MML Investors Services
78
MML Investors Services
Massachusetts
$17.4M +$245K +9,519 +1%
BOC
79
Bull Oak Capital
California
$17M +$6.03M +234,041 +56%
Creative Planning
80
Creative Planning
Kansas
$15.8M -$621K -24,121 -4%
LFG
81
Larson Financial Group
Missouri
$15.7M -$1.27M -49,249 -8%
RI
82
Rinkey Investments
California
$15.2M -$1.25M -48,384 -8%
AP
83
Americana Partners
Texas
$15.1M -$129K -5,009 -0.9%
BCM
84
Beaumont Capital Management
Massachusetts
$14.9M – – –
CL
85
Choreo LLC
Illinois
$14.5M -$1.42M -55,213 -9%
CFG
86
Copley Financial Group
California
$14.3M +$14.1M +548,400 New
ACP
87
Aveo Capital Partners
Colorado
$14.3M +$1.4M +54,501 +11%
PCA
88
Prosperity Capital Advisors
Ohio
$14.1M +$8.78M +340,927 +170%
SA
89
Stewardship Advisors
Pennsylvania
$14.1M +$6.66M +258,681 +92%
WFS
90
Weitzel Financial Services
Iowa
$13.6M +$296K +11,488 +2%
AC
91
AIFG Consultants
New York
$13.6M +$10.6K +410 +0.1%
Jane Street
92
Jane Street
New York
$12.3M +$6.65M +258,229 +121%
MGIA
93
Moneta Group Investment Advisors
Missouri
$12.2M -$1.28M -49,656 -10%
WWA
94
WCG Wealth Advisors
Nevada
$12M -$1.79M -69,414 -13%
SWM
95
SigFig Wealth Management
California
$11.9M -$3.27M -127,031 -22%
MPW
96
Melone Private Wealth
Michigan
$11.7M +$604K +23,451 +6%
Stifel Financial
97
Stifel Financial
Missouri
$11.7M +$4.67M +181,397 +68%
LL
98
LWMG LLC
Minnesota
$11.6M +$2.13M +82,801 +23%
HighTower Advisors
99
HighTower Advisors
Illinois
$11.4M +$2.14M +83,182 +24%
TFGT
100
TS Financial Group (TSFG)
Illinois
$11.2M +$312K +12,105 +3%
2 3
4
5 6

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.