State Street SPDR Portfolio Aggregate Bond ETF
SPAB
439 hedge funds and large institutions have $5.6B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 180 increasing their positions, 171 reducing their positions, and 48 closing their positions.
10% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 48
5% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 171
3% less capital invested
Capital invested by funds: $5.75B → $5.6B (-$148M)
1% less funds holding
Funds holding: 445 → 439 (-6)
2.98% less ownership
Funds ownership: 75.4% → 72.42% (-3%)
6% less funds holding in top 10
Funds holding in top 10: 67 → 63 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$95.3M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$74.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$65.4M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$45M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$54M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$49M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$38.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$37.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$36.1M |
SPAB Hedge Fund Activity: Q1 2024 in Review
439 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q1 2024, worth a combined $5.6B — down 2.6% from $5.75B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SPAB positions and 48 closed out — a net gain of 5 holders — while 180 added to existing stakes and 171 trimmed.
The largest buyer was Rational Advisors, opening a new position worth an estimated $95.3M. The largest seller was State Street, cutting an estimated $54M.
- 439 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q1 2024, down from 445 in Q4 2023.
- Funds reported $5.6B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q1 2024, down 2.6% quarter-over-quarter.
- 53 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q1 2024 and 48 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q1 2024 was Rational Advisors, an estimated $95.3M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q1 2024 was State Street, an estimated $54M sold.
Based on aggregated 13F filings for Q1 2024.