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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
BAS
251
Brown Advisory Securities
Maryland
$654K -$258K -8,262 -28%
CSPIA
252
Cary Street Partners Investment Advisory
Virginia
$653K +$168K +5,357 +34%
GRP
253
Global Retirement Partners
California
$645K +$197K +6,298 +44%
WH
254
Whitcomb & Hess
Ohio
$640K +$7.13K +228 +1%
SW
255
SteelPeak Wealth
California
$634K -$59.5K -1,902 -9%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$617K +$89.9K +2,875 +17%
ATC
257
Argent Trust Co
Tennessee
$616K
SCA
258
Snowden Capital Advisors
New York
$606K +$24.9K +796 +4%
KMWM
259
Keudell/Morrison Wealth Management
Oregon
$595K -$18.8K -600 -3%
MA
260
Mutual Advisors
Nebraska
$588K -$250K -8,002 -30%
FHA
261
Flagship Harbor Advisors
Massachusetts
$583K
DWM
262
Dakota Wealth Management
Florida
$583K +$25.3K +808 +5%
PA
263
Pinnacle Associates
New York
$581K +$9.38K +300 +2%
AP
264
Americana Partners
Texas
$570K +$571K +18,250 New
SMC
265
Smith, Moore & Co
Missouri
$557K -$500 -16 -0.1%
GAM
266
Gould Asset Management
California
$552K +$24.5K +785 +5%
UWM
267
USAdvisors Wealth Management
Minnesota
$550K +$75.5K +2,413 +16%
TLP
268
Trinity Legacy Partners
Texas
$540K -$123K -3,930 -19%
DWT
269
Dorsey & Whitney Trust
South Dakota
$537K +$537K +17,185 New
BAM
270
Belpointe Asset Management
Nevada
$531K +$13.8K +440 +3%
HAS
271
HBW Advisory Services
California
$516K -$27.1K -866 -5%
CCA
272
Catalyst Capital Advisors
New York
$506K
TCM
273
Teza Capital Management
Illinois
$501K
IWN
274
Independent Wealth Network
Iowa
$494K +$497K +15,883 New
OWA
275
Octavia Wealth Advisors
Ohio
$489K

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.