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State Street SPDR Portfolio Short Term Corporate Bond ETF

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19%71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
F4L
226
Fortune 45 LLC
Louisiana
$1.69M +$91.5K +3,088 +6%
FW
227
FullCircle Wealth
Texas
$1.68M +$1.67M +56,441 New
BAM
228
Berkshire Asset Management
Pennsylvania
$1.67M +$1.67M +56,390 New
JIR
229
James Investment Research
Ohio
$1.66M -$44.5K -1,503 -3%
First Trust Advisors
230
First Trust Advisors
Illinois
$1.65M -$54.2K -1,829 -3%
Comerica Bank
231
Comerica Bank
Texas
$1.63M +$895K +30,199 +122%
WPWM
232
Windward Private Wealth Management
Kansas
$1.61M -$19.2K -649 -1%
FHA
233
Flagship Harbor Advisors
Massachusetts
$1.61M +$235K +7,926 +17%
NA
234
NewEdge Advisors
Louisiana
$1.61M +$70.6K +2,383 +5%
APA
235
Astoria Portfolio Advisors
New York
$1.61M +$21.5K +726 +1%
ATC
236
Argent Trust Co
Tennessee
$1.58M -$820K -27,671 -34%
Betterment LLC
237
Betterment LLC
New York
$1.57M +$439K +14,834 +39%
EWM
238
Echo Wealth Management
Minnesota
$1.53M +$166K +5,592 +12%
PIM
239
Penobscot Investment Management
Massachusetts
$1.52M +$13.3K +450 +0.9%
CISOA
240
Capital Investment Services of America
Wisconsin
$1.52M
ATPW
241
Ashton Thomas Private Wealth
Arizona
$1.5M +$1.57K +53 +0.1%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$1.48M -$497K -16,789 -26%
PWG
243
Private Wealth Group
Florida
$1.47M -$59.4K -2,006 -4%
RIM
244
Rockbridge Investment Management
New York
$1.45M -$9.33K -315 -0.6%
PA
245
Probity Advisors
Texas
$1.45M -$1.75M -59,023 -55%
MIA
246
MainStreet Investment Advisors
Illinois
$1.43M -$49.4K -1,666 -3%
FWM
247
Fonville Wealth Management
Virginia
$1.43M +$39K +1,316 +3%
SIA
248
SeaBridge Investment Advisors
New Jersey
$1.41M +$222K +7,507 +19%
BRWA
249
B. Riley Wealth Advisors
Florida
$1.4M +$1.03M +34,829 +283%
WANY
250
Wealthspire Advisors (New York)
New York
$1.34M -$246K -8,314 -16%

SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.