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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
RA
101
RFG Advisory
Alabama
$11.2M +$408K +15,859 +4%
RIM
102
Rockbridge Investment Management
New York
$11.1M -$483K -18,750 -4%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$11M +$3.43M +133,136 +46%
ASW
104
Astoria Strategic Wealth
Texas
$10.9M -$1.73M -67,052 -14%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$10.9M +$480K +18,635 +5%
FWI
106
Facet Wealth Inc
Maryland
$10.5M -$30.6M -1,188,195 -74%
UCFA
107
United Capital Financial Advisors
Texas
$10.3M -$417K -16,175 -4%
PFG
108
PAX Financial Group
Texas
$9.69M -$629K -24,429 -6%
VAG
109
VisionPoint Advisory Group
Texas
$9.56M +$1.4M +54,481 +18%
DC
110
Destiny Capital
Colorado
$9.34M -$87.1K -3,381 -0.9%
TCM
111
Towercrest Capital Management
Pennsylvania
$9.28M -$713K -27,677 -7%
CWM
112
Cahaba Wealth Management
Georgia
$9.04M -$424K -16,461 -5%
NFG
113
Northeast Financial Group
Pennsylvania
$9.04M -$1.95M -75,764 -18%
SC
114
Savant Capital
Illinois
$8.9M +$37.2K +1,443 +0.4%
EIA
115
Eldridge Investment Advisors
New Hampshire
$8.86M -$7.99K -310 -0.1%
IWC
116
Integrated Wealth Concepts
Massachusetts
$8.45M +$29.5K +1,146 +0.4%
SHJ
117
Sharkey, Howes & Javer
Colorado
$8.35M +$8.23M +319,467 New
SEIA
118
Signature Estate & Investment Advisors
California
$8.35M +$335K +12,997 +4%
BWA
119
Burt Wealth Advisors
Maryland
$8.28M -$125K -4,863 -2%
IAN
120
Integrated Advisors Network
Texas
$8.24M +$1.26M +48,925 +18%
AWMG
121
Alliance Wealth Management Group
New Jersey
$8.08M +$58.3K +2,263 +0.7%
TVAMP
122
Tennessee Valley Asset Management Partners
Tennessee
$8.06M +$344K +13,340 +5%
IPA
123
Investment Planning Advisors
Georgia
$7.73M – – –
Truist Financial
124
Truist Financial
North Carolina
$7.53M +$189K +7,324 +3%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$7.46M +$1.25M +48,369 +20%
3 4
5
6 7

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.