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
SHJ
151
Sharkey, Howes & Javer
Colorado
$5.83M -$2.19M -86,316 -27%
LA
152
Lifeworks Advisors
Michigan
$5.74M -$501K -19,691 -8%
EFL
153
ERn Financial LLC
Wisconsin
$5.72M +$423K +16,641 +8%
ALC
154
Alexander Labrunerie & Co
Missouri
$5.71M +$5.81M +228,652 New
LCM
155
Lunt Capital Management
Utah
$5.69M +$256K +10,065 +5%
TC
156
TownSquare Capital
Utah
$5.6M -$106K -4,166 -2%
VPP
157
Vertex Planning Partners
Illinois
$5.55M -$1.35M -53,246 -19%
AAS
158
Avantax Advisory Services
Texas
$5.48M +$542K +21,310 +11%
FPWM
159
FSB Premier Wealth Management
Iowa
$5.33M +$121K +4,758 +2%
GWM
160
Geneos Wealth Management
Colorado
$5.31M +$342K +13,455 +7%
MPW
161
Melone Private Wealth
Michigan
$5.27M -$6.06M -238,364 -53%
AF
162
Allworth Financial
California
$5.23M -$841K -33,067 -14%
HI
163
Horizon Investments
North Carolina
$5.21M -$114K -4,472 -2%
PWM
164
Perigon Wealth Management
California
$5.21M +$2.35M +92,521 +80%
MWM
165
McMill Wealth Management
Nebraska
$5.17M +$5.26M +207,025 New
ICMP
166
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.12M +$399K +15,683 +8%
AWM
167
AE Wealth Management
Kansas
$5.1M +$149K +5,868 +3%
IWP
168
IAG Wealth Partners
Wisconsin
$5.08M +$1.19M +46,991 +30%
PA
169
Parallel Advisors
California
$4.98M +$933K +36,691 +23%
ZF
170
Zhang Financial
Michigan
$4.85M -$209K -8,212 -4%
FFS
171
Founders Financial Securities
Maryland
$4.85M -$150K -5,881 -3%
JSL
172
JT Stratford LLC
Georgia
$4.72M +$12.3K +483 +0.3%
BCI
173
Brinker Capital Investments
Pennsylvania
$4.47M +$125K +4,901 +3%
OPS
174
Orion Portfolio Solutions
Nebraska
$4.47M +$125K +4,901 +3%
AWS
175
Atria Wealth Solutions
New York
$4.47M -$405K -15,923 -8%
5 6
7
8 9

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.