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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.18B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 528528 (0)

3.45% less ownership

Funds ownership: 76.75%73.29% (-3.5%)

9% less capital invested

Capital invested by funds: $5.73B → $5.18B (-$544M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 210

Holders
528
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.05%
New
53
Increased
177
Reduced
210
Closed
49
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
251
Antonetti Capital Management
Florida
$1.08M
TAM
252
Tocqueville Asset Management
New York
$1.07M +$609K +20,500 +128%
EA
253
Eclectic Associates
California
$1.05M
WCM
254
Windsor Capital Management
Arizona
$1.04M -$306K -10,323 -22%
FCM
255
Fourpath Capital Management
Oklahoma
$1.04M -$20.7K -696 -2%
SFA
256
Source Financial Advisors
New York
$1.03M +$1.05M +35,409 New
ACA
257
Aptus Capital Advisors
Alabama
$1.03M +$1.04M +35,140 New
HSBC Holdings
258
HSBC Holdings
United Kingdom
$1.02M
WA
259
Wealthstar Advisors
Texas
$1.02M +$505 +17 +0%
NGA
260
Naples Global Advisors
Florida
$1.01M -$679K -22,875 -40%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$1.01M +$797K +26,861 +353%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$988K -$77.6K -2,614 -7%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$981K +$635K +21,404 +176%
CA
264
Cetera Advisors
Colorado
$980K -$62.4K -2,101 -6%
IUHSA
265
Itau Unibanco Holding S.A.
Brazil
$963K +$978K +32,960 New
GL
266
Graypoint LLC
New York
$958K -$67.7K -2,280 -7%
OIA
267
OneDigital Investment Advisors
Kansas
$953K +$277K +9,335 +40%
FW
268
FirstPurpose Wealth
Utah
$950K +$44.7K +1,505 +5%
Kovitz Investment Group Partners
269
Kovitz Investment Group Partners
Illinois
$946K -$339K -11,404 -26%
RWA
270
Redhawk Wealth Advisors
Minnesota
$936K +$951K +32,020 New
WWM
271
Western Wealth Management
Colorado
$910K +$309K +10,400 +50%
NFG
272
Nations Financial Group
Iowa
$900K -$3.98M -134,051 -81%
FWM
273
Foresight Wealth Management
Utah
$870K -$2.1M -70,600 -70%
AAP
274
Arax Advisory Partners
Colorado
$866K -$3.78M -127,313 -81%
DWM
275
Dakota Wealth Management
Florida
$866K +$50.1K +1,687 +6%

SPSB Hedge Fund Activity: Q3 2022 in Review

528 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2022, worth a combined $5.18B — down 9.5% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 49 closed out — a net gain of 4 holders — while 177 added to existing stakes and 210 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Fisher Asset Management, cutting an estimated $340M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5.18B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2022 and 49 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2022.