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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
226
Cooper Financial Group
California
$1.66M -$82.1K -2,747 -5%
SCA
227
Stillwater Capital Advisors
Pennsylvania
$1.57M -$10.1K -337 -0.6%
AssetMark Inc
228
AssetMark Inc
California
$1.57M -$7.02M -234,893 -82%
FC
229
FCA Corp
Texas
$1.57M +$258K +8,639 +20%
RFO
230
RiverGlades Family Offices
Florida
$1.54M -$2.99K -100 -0.2%
CIP
231
Capital Insight Partners
Arizona
$1.53M -$224K -7,501 -13%
WFA
232
Wells Financial Advisors
Massachusetts
$1.52M -$13.9K -465 -0.9%
SFM
233
Signet Financial Management
New Jersey
$1.46M +$1.26M +42,005 +599%
CCM
234
CTC Capital Management
Illinois
$1.44M +$1.45M +48,445 New
Victory Capital Management
235
Victory Capital Management
Texas
$1.41M +$1.42M +47,513 New
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$1.41M -$138K -4,605 -9%
TSS
237
Two Sigma Securities
New York
$1.39M +$1.4M +46,831 New
OCPWS
238
One Charles Private Wealth Services
Massachusetts
$1.38M -$1.75M -58,495 -56%
MFA
239
Mayflower Financial Advisors
Massachusetts
$1.37M -$169K -5,654 -11%
WCM
240
Windsor Capital Management
Arizona
$1.37M -$10.8M -360,509 -89%
AFP
241
Ausdal Financial Partners
Iowa
$1.33M +$5.74K +192 +0.4%
RIM
242
Rockbridge Investment Management
New York
$1.33M -$301K -10,067 -18%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$1.3M -$303K -10,126 -19%
TW
244
TrinityPoint Wealth
Connecticut
$1.29M -$1.89M -63,254 -59%
HSBC Holdings
245
HSBC Holdings
United Kingdom
$1.28M
CWA
246
Clearview Wealth Advisors
Oregon
$1.26M +$1.13M +37,832 +824%
TFA
247
Transamerica Financial Advisors
Florida
$1.25M +$1.26M +42,199 New
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$1.24M +$194K +6,477 +18%
AWA
249
Arete Wealth Advisors
Illinois
$1.2M +$1.91K +64 +0.2%
GCA
250
Genesee Capital Advisors
New York
$1.19M +$1.2M +40,133 New

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.