State Street SPDR Portfolio Aggregate Bond ETF
SPAB
445 hedge funds and large institutions have $5.75B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 188 increasing their positions, 146 reducing their positions, and 38 closing their positions.
184% more capital inflows, than outflows
Capital inflows: $902M | Capital outflows: $318M
118% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 38
29% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 146
16% more funds holding in top 10
Funds holding in top 10: 58 → 67 (+9)
9% more funds holding
Funds holding: 407 → 445 (+38)
0.19% more ownership
Funds ownership: 75.21% → 75.4% (+0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Syon Capital
San Francisco,
California
|
+$80.3M |
| 2 |
Baker Avenue Asset Management
San Francisco,
California
|
+$68.1M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$62.2M |
| 4 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$49.5M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$57.5M |
| 2 |
GAG
GM Advisory Group
Melville,
New York
|
-$49.1M |
| 3 |
LPL Financial
San Diego,
California
|
-$21.8M |
| 4 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$13.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$11.2M |
SPAB Hedge Fund Activity: Q4 2023 in Review
445 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2023, worth a combined $5.75B — up 17% from $4.9B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SPAB positions and 38 closed out — a net gain of 45 holders — while 188 added to existing stakes and 146 trimmed.
The largest buyer was Syon Capital, adding an estimated $80.3M. The largest seller was Goldman Sachs, cutting an estimated $57.5M.
- 445 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2023, up from 407 in Q3 2023.
- Funds reported $5.75B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 83 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2023 and 38 closed out, a net change of +45 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2023 was Syon Capital, an estimated $80.3M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2023 was Goldman Sachs, an estimated $57.5M sold.
Based on aggregated 13F filings for Q4 2023.