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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
CFA
201
Cahill Financial Advisors
Minnesota
$2.67M -$109K -4,282 -4%
CA
202
CGN Advisors
Kansas
$2.62M -$160K -6,278 -6%
BIM
203
Breakwater Investment Management
Washington
$2.59M +$261K +10,275 +11%
RCWM
204
Red Crane Wealth Management
California
$2.54M +$2.58M +101,454 New
FI
205
FWG Investments
Kentucky
$2.5M -$23.3K -918 -0.9%
HIIFS
206
Harel Insurance Investments & Financial Services
Israel
$2.48M +$120K +4,701 +5%
TWP
207
Tempus Wealth Planning
California
$2.46M -$129K -5,057 -5%
Comerica Bank
208
Comerica Bank
Texas
$2.45M +$487K +19,167 +24%
CFGF
209
Compass Financial Group (Florida)
Florida
$2.39M -$161K -6,326 -6%
UWM
210
USAdvisors Wealth Management
Minnesota
$2.39M -$1.28M -50,545 -35%
CFG
211
Cooper Financial Group
California
$2.36M -$68.8K -2,708 -3%
CL
212
CVFG LLC
Indiana
$2.33M +$2.37M +93,287 New
PIFP
213
Partners in Financial Planning
Virginia
$2.33M +$347K +13,643 +17%
AC
214
Apella Capital
Connecticut
$2.29M +$2.33M +91,754 New
OGF
215
Orin Green Financial
California
$2.29M -$2.38M -93,644 Closed
IA
216
IFP Advisors
Florida
$2.27M +$210K +8,243 +10%
RCM
217
Raleigh Capital Management
North Carolina
$2.25M -$1.88M -74,025 -45%
SFS
218
Sowell Financial Services
Arkansas
$2.25M -$1.7M -66,798 -43%
PWG
219
Private Wealth Group
Florida
$2.24M -$93.6K -3,682 -4%
IFG
220
Independent Financial Group
California
$2.17M +$551K +21,656 +33%
ML
221
McAdam LLC
Pennsylvania
$2.17M -$255K -10,012 -10%
SWP
222
Stratos Wealth Partners
Ohio
$2.12M -$786K -30,904 -27%
PWP
223
Precedent Wealth Partners
Texas
$2.12M -$40.8K -1,603 -2%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$146K +5,757 +7%
TPWA
225
TRUE Private Wealth Advisors
Oregon
$2.08M +$2.11M +83,149 New
7 8
9
10 11

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.