State Street SPDR Portfolio Aggregate Bond ETF
SPAB
463 hedge funds and large institutions have $6.56B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 240 increasing their positions, 147 reducing their positions, and 25 closing their positions.
294% more capital inflows, than outflows
Capital inflows: $878M | Capital outflows: $223M
63% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 147
56% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 25
3.33% more ownership
Funds ownership: 73.22% → 76.55% (+3.3%)
2% more funds holding
Funds holding: 456 → 463 (+7)
2% less funds holding in top 10
Funds holding in top 10: 61 → 60 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$197M |
| 2 |
LPL Financial
San Diego,
California
|
+$87M |
| 3 |
Univest Financial
Souderton,
Pennsylvania
|
+$49.3M |
| 4 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$29.1M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Facet Wealth Inc
Baltimore,
Maryland
|
-$30.6M |
| 2 |
Donoghue Forlines
Boston,
Massachusetts
|
-$24.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$24.5M |
| 4 |
WealthPLAN Partners
Omaha,
Nebraska
|
-$15.6M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$12.5M |
SPAB Hedge Fund Activity: Q3 2024 in Review
463 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q3 2024, worth a combined $6.56B — up 15% from $5.73B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SPAB positions and 25 closed out — a net gain of 14 holders — while 240 added to existing stakes and 147 trimmed.
The largest buyer was State Street, adding an estimated $197M. The largest seller was Facet Wealth Inc, cutting an estimated $30.6M.
- 463 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q3 2024, up from 456 in Q2 2024.
- Funds reported $6.56B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 39 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q3 2024 and 25 closed out, a net change of +14 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q3 2024 was State Street, an estimated $197M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q3 2024 was Facet Wealth Inc, an estimated $30.6M sold.
Based on aggregated 13F filings for Q3 2024.