State Street SPDR Portfolio Aggregate Bond ETF
SPAB
501 hedge funds and large institutions have $6.42B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 31 closing their positions.
152% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 31
56% more capital inflows, than outflows
Capital inflows: $642M | Capital outflows: $411M
21% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 176
8% more funds holding
Funds holding: 463 → 501 (+38)
3% more funds holding in top 10
Funds holding in top 10: 60 → 62 (+2)
2.14% less ownership
Funds ownership: 76.55% → 74.41% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$55.9M |
| 2 |
MAI Capital Management
Independence,
Ohio
|
+$40.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$32.1M |
| 4 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$22.6M |
| 5 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$69.1M |
| 2 |
MFS
McNamara Financial Services
Marshfield,
Massachusetts
|
-$26.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$21.4M |
| 4 |
AssetMark Inc
Concord,
California
|
-$20.4M |
| 5 |
LEFP
Leading Edge Financial Planning
Knoxville,
Tennessee
|
-$17.3M |
SPAB Hedge Fund Activity: Q4 2024 in Review
501 of the 7,614 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 $6.42B — down 2.1% 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 213 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.
- 501 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2024, up from 463 in Q3 2024.
- Funds reported $6.42B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2024, down 2.1% 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.