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State Street SPDR Portfolio Short Term Corporate Bond ETF

527 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% less ownership

Funds ownership: 70.56%69.39% (-1.2%)

4% less funds holding

Funds holding: 547527 (-20)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

11% less capital invested

Capital invested by funds: $5.77B → $5.11B (-$660M)

20% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 61

20% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 221

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.36%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
276
M&T Bank
New York
$1.05M +$13.6K +463 +1%
PCIA
277
Prime Capital Investment Advisors
Kansas
$1.02M +$17.4K +591 +2%
FFA
278
Fragasso Financial Advisors
Pennsylvania
$1.01M +$90.2K +3,071 +10%
PAS
279
Park Avenue Securities
New York
$990K -$2.53M -86,077 -72%
PA
280
PFG Advisors
Arizona
$983K -$5.84K -199 -0.6%
SFA
281
Source Financial Advisors
New York
$977K +$76.8K +2,616 +9%
CWM
282
Congress Wealth Management
Massachusetts
$962K +$964K +32,817 New
FHA
283
Flagship Harbor Advisors
Massachusetts
$952K -$98.1K -3,341 -9%
SG
284
Sharper & Granite
California
$940K +$284K +9,655 +43%
DC
285
Davenport & Co
Virginia
$939K -$757K -25,773 -45%
IA
286
IFG Advisory
Georgia
$918K +$55.2K +1,881 +6%
WA
287
Wealthstar Advisors
Texas
$894K -$117K -3,997 -12%
BP
288
BCK Partners
New York
$873K +$423K +14,401 +94%
ODIJL
289
One Day In July LLC
Vermont
$842K
MIA
290
MMBG Investment Advisors
Florida
$823K +$200K +6,800 +32%
SMC
291
Smith, Moore & Co
Missouri
$816K +$8.87K +302 +1%
LNC
292
Lincoln National Corp
Pennsylvania
$813K +$159K +5,413 +24%
SSW
293
Stone Summit Wealth
Florida
$809K -$31.5K -1,074 -4%
ACM
294
Antonetti Capital Management
Florida
$790K -$52K -1,771 -6%
WWM
295
Western Wealth Management
Colorado
$783K
KPWS
296
Kestra Private Wealth Services
Texas
$778K +$780K +26,548 New
TIA
297
Tiemann Investment Advisors
California
$773K -$10.3K -350 -1%
RIA
298
Regal Investment Advisors
Michigan
$753K -$42.4K -1,443 -5%
HAG
299
HF Advisory Group
Maryland
$751K +$82.1K +2,797 +12%
KOC
300
Koss-Olinger Consulting
Florida
$738K

SPSB Hedge Fund Activity: Q3 2023 in Review

527 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2023, worth a combined $5.11B — down 11% from $5.77B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of SPSB and 49 opened new positions — a net loss of 12 holders — while 221 trimmed existing stakes and 176 added.

The largest buyer was Creative Planning, adding an estimated $117M. The largest seller was Jane Street, cutting an estimated $138M.

  • 527 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2023, down from 547 in Q2 2023.
  • Funds reported $5.11B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2023 and 61 closed out, a net change of -12 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2023 was Creative Planning, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.