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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
PWG
251
Portside Wealth Group
Utah
$1.34M -$1.38M -46,472 -51%
William Blair & Company
252
William Blair & Company
Illinois
$1.3M -$73.9K -2,494 -5%
SWM
253
SeaCrest Wealth Management
New York
$1.26M -$27.4K -926 -2%
GIA
254
Gladstone Institutional Advisory
Florida
$1.25M -$437K -14,750 -26%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$1.2M +$20K +675 +2%
TW
256
TritonPoint Wealth
Maryland
$1.19M +$109K +3,664 +10%
NB
257
NBT Bank
New York
$1.19M -$4.44K -150 -0.4%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$1.13M +$91.9K +3,103 +9%
PA
259
PFG Advisors
Arizona
$1.13M +$221K +7,444 +24%
FFS
260
Founders Financial Securities
Maryland
$1.1M +$329K +11,117 +43%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$1.1M +$22.2K +750 +2%
SG
262
Sharper & Granite
California
$1.09M +$19.2K +647 +2%
OCM
263
Orion Capital Management
California
$1.08M -$7.53K -254 -0.7%
NCFG
264
New Century Financial Group
New Jersey
$1.08M +$502K +16,941 +87%
JCM
265
Jacobi Capital Management
Pennsylvania
$1.05M +$48.5K +1,638 +5%
MFA
266
Mayflower Financial Advisors
Massachusetts
$1.05M
WCM
267
Windham Capital Management
Massachusetts
$1.04M
MF
268
Meridian Financial
Massachusetts
$1.03M +$232K +7,838 +29%
WFA
269
Wells Financial Advisors
Massachusetts
$1.02M -$117K -3,966 -10%
KBFS
270
Kohmann Bosshard Financial Services
Ohio
$1.01M -$314K -10,582 -24%
CWM
271
Congress Wealth Management
Massachusetts
$1.01M +$12.2K +411 +1%
TPA
272
Trivium Point Advisory
Connecticut
$1M +$998K +33,676 New
DWM
273
Denver Wealth Management
Colorado
$985K +$18.3K +616 +2%
MFC
274
Mechanics Financial Corp
Ohio
$981K +$86.6K +2,923 +10%
TSS
275
Two Sigma Securities
New York
$967K +$94.4K +3,187 +11%

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.