State Street SPDR Portfolio Aggregate Bond ETF
SPAB
456 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 169 reducing their positions, and 25 closing their positions.
79% more capital inflows, than outflows
Capital inflows: $422M | Capital outflows: $237M
76% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 25
21% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 169
4% more funds holding
Funds holding: 440 → 456 (+16)
0.79% more ownership
Funds ownership: 72.42% → 73.22% (+0.79%)
3% less funds holding in top 10
Funds holding in top 10: 63 → 61 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$45.1M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$30.1M |
| 3 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$22.4M |
| 4 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$21.2M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$53M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$25.5M |
| 3 |
Equitable Holdings
New York
|
-$15.5M |
| 4 |
Rockefeller Capital Management
New York
|
-$14.5M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$13.5M |
SPAB Hedge Fund Activity: Q2 2024 in Review
456 of the 6,940 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2024, worth a combined $5.73B — up 2.2% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SPAB positions and 25 closed out — a net gain of 19 holders — while 204 added to existing stakes and 169 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $45.1M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $53M.
- 456 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2024, up from 440 in Q1 2024.
- Funds reported $5.73B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2024, up 2.2% quarter-over-quarter.
- 44 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2024 and 25 closed out, a net change of +19 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $45.1M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $53M sold.
Based on aggregated 13F filings for Q2 2024.