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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
APA
276
American Portfolios Advisors
New York
$858K +$165K +5,574 +23%
SPC
277
Sigma Planning Corp
Michigan
$855K +$331K +11,157 +62%
PA
278
PFG Advisors
Arizona
$849K +$863K +29,055 New
FMWA
279
Forvis Mazars Wealth Advisors
Missouri
$844K -$110K -3,693 -11%
GCA
280
Gradient Capital Advisors
California
$844K +$137K +4,612 +19%
IA
281
IFG Advisory
Georgia
$842K -$9.23K -311 -1%
SSW
282
Stone Summit Wealth
Florida
$841K -$42.6K -1,434 -5%
KOC
283
Koss-Olinger Consulting
Florida
$840K
LSA
284
Lion Street Advisors
Texas
$832K +$3.03K +102 +0.4%
AA
285
AlphaMark Advisors
Kentucky
$820K -$29.1K -979 -3%
PBO
286
Peoples Bank (Ohio)
Ohio
$818K
CSA
287
Cottage Street Advisors
Massachusetts
$817K -$854K -28,778 -51%
BFA
288
Beaumont Financial Advisors
Massachusetts
$816K -$75.1K -2,529 -8%
VAS
289
Vestmark Advisory Solutions
Massachusetts
$811K -$3.27M -110,171 -80%
SW
290
Solidarity Wealth
Utah
$800K -$48.8K -1,644 -5%
RA
291
RFG Advisory
Alabama
$783K +$49.7K +1,673 +7%
TFA
292
Tranquilli Financial Advisor
New Jersey
$776K -$200K -6,754 -20%
GCM
293
Gibraltar Capital Management
Oklahoma
$758K -$79.9K -2,691 -9%
SMC
294
Smith, Moore & Co
Missouri
$729K +$77.4K +2,606 +12%
EH
295
Equitable Holdings
New York
$726K +$738K +24,862 New
CAGAS
296
Capital Advisory Group Advisory Services
Minnesota
$725K -$37.8K -1,272 -5%
MPW
297
MGO Private Wealth
California
$722K +$734K +24,722 New
JWS
298
Juncture Wealth Strategies
Arizona
$720K +$12.9K +436 +2%
FFS
299
Founders Financial Securities
Maryland
$713K +$6.17K +208 +0.9%
HKAM
300
Horizon Kinetics Asset Management
New York
$701K

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.