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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
AWM
251
Axxcess Wealth Management
California
$1.19M +$488K +16,342 +69%
AOWM
252
Alpha Omega Wealth Management
Virginia
$1.18M +$312K +10,439 +36%
CS
253
Comerica Securities
Michigan
$1.14M +$1.15M +38,468 New
TCA
254
Transcend Capital Advisors
New Jersey
$1.11M -$1.71M -57,232 -61%
ACM
255
Antonetti Capital Management
Florida
$1.1M -$120K -4,000 -10%
DA
256
Detalus Advisors
Missouri
$1.09M -$561K -18,766 -34%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$1.08M -$8.76K -293 -0.8%
OGF
258
Orin Green Financial
California
$1.08M +$15.1K +506 +1%
FCM
259
Fourpath Capital Management
Oklahoma
$1.07M +$1.08M +36,144 New
EA
260
Eclectic Associates
California
$1.07M -$6.01K -201 -0.6%
CA
261
Cetera Advisors
Colorado
$1.06M -$207K -6,915 -16%
TC
262
Telemus Capital
Michigan
$1.05M +$1.05M +35,297 New
GL
263
Graypoint LLC
New York
$1.04M
WA
264
Wealthstar Advisors
Texas
$1.04M -$55.8K -1,866 -5%
ATPW
265
Ashton Thomas Private Wealth
Arizona
$1.01M -$76.5K -2,560 -7%
GIA
266
Gladstone Institutional Advisory
Florida
$1.01M +$648K +21,676 +177%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$1M +$954K +31,933 +1,782%
TFA
268
Tranquilli Financial Advisor
New Jersey
$991K +$996K +33,323 New
FMWA
269
Forvis Mazars Wealth Advisors
Missouri
$969K +$974K +32,584 New
SW
270
Solidarity Wealth
Utah
$956K +$63.3K +2,117 +7%
PP
271
PrairieView Partners
Minnesota
$933K +$339K +11,349 +57%
FW
272
FirstPurpose Wealth
Utah
$922K +$115K +3,838 +14%
BFA
273
Beaumont Financial Advisors
Massachusetts
$905K +$562K +18,797 +161%
SSW
274
Stone Summit Wealth
Florida
$898K -$150K -5,023 -14%
RJT
275
Raymond James Trust
Florida
$886K -$993K -33,244 -53%

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.