We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.56B → $5.77B (+$214M)

3% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 59

0% less funds holding

Funds holding: 549547 (-2)

1.37% less ownership

Funds ownership: 71.94%70.56% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6056 (-4)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.59%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
226
Bank of New York Mellon
New York
$2.22M -$343K -11,628 -13%
B
227
Bridgeworth
Alabama
$2.21M -$834K -28,241 -27%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$2.17M -$22.7K -768 -1%
GAM
229
Gould Asset Management
California
$2.13M -$39.3K -1,330 -2%
MWM
230
Marion Wealth Management
Pennsylvania
$2.1M -$56.8K -1,925 -3%
SAM
231
Simplify Asset Management
Nevada
$2.1M +$2.11M +71,380 New
JCM
232
Jacobi Capital Management
Pennsylvania
$2.09M +$99.7K +3,376 +5%
CW
233
Channel Wealth
California
$2.07M +$789K +26,708 +61%
MA
234
Mutual Advisors
Nebraska
$1.98M +$1.37M +46,383 +221%
RC
235
Roundview Capital
New Jersey
$1.97M -$6.82K -231 -0.3%
EH
236
Equitable Holdings
New York
$1.95M +$7.97K +270 +0.4%
SHFP
237
Second Half Financial Partners
Florida
$1.93M +$1.94M +65,687 New
BSWM
238
Boston Standard Wealth Management
Massachusetts
$1.92M +$254K +8,596 +15%
SWP
239
Stratos Wealth Partners
Ohio
$1.89M +$36.2K +1,226 +2%
NP
240
Nilsine Partners
Colorado
$1.87M +$1.88M +63,549 New
MHS
241
M Holdings Securities
Oregon
$1.86M -$8.89M -300,989 -83%
CFGS
242
Concourse Financial Group Securities
Alabama
$1.82M +$90.4K +3,063 +5%
AOWM
243
Alpha Omega Wealth Management
Virginia
$1.82M -$62.2K -2,106 -3%
TFA
244
TPG Financial Advisors
Oregon
$1.78M -$12.5M -424,866 -88%
ES
245
Eagle Strategies
New York
$1.77M -$1.83M -61,882 -51%
GGS
246
Galvin Gaustad & Stein
Arizona
$1.77M -$345K -11,680 -16%
DC
247
Destiny Capital
Colorado
$1.76M -$130K -4,390 -7%
CISOA
248
Capital Investment Services of America
Wisconsin
$1.72M -$70.9K -2,400 -4%
DC
249
Davenport & Co
Virginia
$1.7M -$14.9M -503,945 -90%
ATC
250
Argent Trust Co
Tennessee
$1.67M +$1.1M +37,171 +189%

SPSB Hedge Fund Activity: Q2 2023 in Review

547 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2023, worth a combined $5.77B — up 3.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPSB positions and 59 closed out — a net gain of 2 holders — while 194 added to existing stakes and 222 trimmed.

The largest buyer was Jane Street, adding an estimated $149M. The largest seller was State Street, cutting an estimated $143M.

  • 547 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2023, down from 549 in Q1 2023.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2023 and 59 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $149M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2023 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2023.