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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
PSUF
276
People's United Financial
Connecticut
$488K +$26.3K +842 +6%
EWM
277
Endurance Wealth Management
Rhode Island
$485K
CCM
278
Crew Capital Management
Ohio
$484K +$46.1K +1,475 +11%
BW
279
Bison Wealth
Georgia
$483K +$26K +833 +6%
SPC
280
Sigma Planning Corp
Michigan
$475K +$117K +3,754 +33%
B
281
Bellecapital
Switzerland
$466K +$218K +6,987 +88%
PP
282
PrairieView Partners
Minnesota
$465K -$20.5K -657 -4%
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$461K -$380K -12,153 -45%
EWA
284
EP Wealth Advisors
California
$451K +$114K +3,648 +34%
APWA
285
Atlas Private Wealth Advisors
New Jersey
$438K -$6.54K -209 -1%
DI
286
Diligent Investors
California
$438K
IWC
287
Integrated Wealth Concepts
Massachusetts
$437K -$10.5K -335 -2%
CFMC
288
Curbstone Financial Management Corp
New Hampshire
$432K
CGFA
289
Colton Groome Financial Advisors
North Carolina
$428K -$1.53K -49 -0.4%
FEG
290
Financial Enhancement Group
Indiana
$427K -$13.8K -440 -3%
PFM
291
Phillips Financial Management
Indiana
$416K +$1.31K +42 +0.3%
CC
292
Cedar Capital
Illinois
$415K +$43K +1,375 +12%
CAS
293
Cascadia Advisory Services
Oregon
$407K +$19.1K +611 +5%
CIC
294
Chilton Investment Company
Connecticut
$405K -$77.4K -2,476 -16%
FCMT
295
Founders Capital Management (Texas)
Texas
$404K +$28.7K +917 +8%
CCM
296
Crabel Capital Management
California
$398K -$638K -20,412 -62%
RIG
297
Roosevelt Investment Group
New York
$394K
CIC
298
Carnegie Investment Counsel
Ohio
$393K -$12.8K -410 -3%
CCG
299
Ceeto Capital Group
Florida
$391K
BFO
300
Boston Family Office
Massachusetts
$387K +$13K +415 +3%

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.