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State Street SPDR Portfolio Short Term Corporate Bond ETF

433 hedge funds and large institutions have $123B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 197 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 126

9% more capital invested

Capital invested by funds: $114B → $123B (+$9.79B)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.83% less ownership

Funds ownership: 73.16%70.33% (-2.8%)

5% less funds holding

Funds holding: 457433 (-24)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
433
Holders Change
-24
Holders Change %
-5.25%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
29
Increased
197
Reduced
126
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$1.06M +$224K +7,156 +27%
PAS
227
Park Avenue Securities
New York
$982K +$135K +4,330 +16%
AWA
228
Arete Wealth Advisors
Illinois
$977K +$134K +4,281 +16%
RA
229
RFG Advisory
Alabama
$955K -$39.6K -1,265 -4%
AOWM
230
Alpha Omega Wealth Management
Virginia
$911K +$911K +29,144 New
ATPW
231
Ashton Thomas Private Wealth
Arizona
$903K +$184K +5,880 +26%
WT
232
Whittier Trust
California
$893K +$12.6K +403 +1%
LSA
233
Lion Street Advisors
Texas
$888K +$888K +28,390 New
3F
234
360 Financial
Minnesota
$887K -$78.2K -2,500 -8%
FAIM
235
Financial Advocates Investment Management
Washington
$880K -$2.69K -86 -0.3%
CAGAS
236
Capital Advisory Group Advisory Services
Minnesota
$834K -$37.7K -1,207 -4%
IA
237
IFG Advisory
Georgia
$826K +$76.7K +2,452 +10%
NA
238
Nottingham Advisors
New York
$814K
KOC
239
Koss-Olinger Consulting
Florida
$813K +$53.9K +1,723 +7%
FPWM
240
FSB Premier Wealth Management
Iowa
$798K +$84.1K +2,690 +12%
KBFS
241
Kohmann Bosshard Financial Services
Ohio
$794K +$27K +864 +4%
Vontobel Holding
242
Vontobel Holding
Switzerland
$783K +$784K +25,063 New
HKAM
243
Horizon Kinetics Asset Management
New York
$750K
CT
244
Cambridge Trust
Massachusetts
$737K
CIA
245
Compass Ion Advisors
Pennsylvania
$733K +$74.6K +2,386 +11%
SGAM
246
Stephens Group Asset Management
Arkansas
$695K +$23.9K +765 +4%
RG
247
Retirement Group
California
$678K -$140K -4,464 -17%
AFP
248
Ausdal Financial Partners
Iowa
$668K -$17.5K -559 -3%
RIG
249
RiverFront Investment Group
Virginia
$663K -$9.31M -297,789 -93%
Franklin Resources
250
Franklin Resources
California
$656K

SPSB Hedge Fund Activity: Q3 2021 in Review

433 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2021, worth a combined $123B — up 8.6% from $114B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SPSB and 29 opened new positions — a net loss of 10 holders — while 126 trimmed existing stakes and 197 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $230M.

  • 433 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2021, down from 457 in Q2 2021.
  • Funds reported $123B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2021 and 39 closed out, a net change of -10 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2021 was Brown Brothers Harriman & Co, an estimated $46.8M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2021.