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State Street SPDR Portfolio Short Term Corporate Bond ETF

457 hedge funds and large institutions have $114B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,761% more capital invested

Capital invested by funds: $6.1B → $114B (+$107B)

42% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 138

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

2% more funds holding

Funds holding: 446457 (+11)

6.16% less ownership

Funds ownership: 79.32%73.16% (-6.2%)

13% less funds holding in top 10

Funds holding in top 10: 4640 (-6)

Holders
457
Holders Change
+11
Holders Change %
+2.47%
% of All Funds
7.95%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.7%
New
52
Increased
196
Reduced
138
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
301
Colton Groome Financial Advisors
North Carolina
$431K +$21.8K +695 +5%
Citigroup
302
Citigroup
New York
$418K -$172K -5,480 -29%
PFM
303
Phillips Financial Management
Indiana
$416K +$2.63K +84 +0.6%
CIC
304
Carnegie Investment Counsel
Ohio
$406K -$80.9K -2,585 -17%
PB
305
Pinnacle Bancorp
Nebraska
$398K -$5.1K -163 -1%
RIG
306
Roosevelt Investment Group
New York
$395K +$41.6K +1,329 +12%
CCG
307
Ceeto Capital Group
Florida
$391K
CAS
308
Cascadia Advisory Services
Oregon
$388K +$145K +4,622 +59%
MIH
309
Meitav Investment House
Israel
$384K -$19.7K -630 -5%
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$384K +$359K +11,475 +1,449%
RCA
311
Resonant Capital Advisors
Wisconsin
$380K -$2.22K -71 -0.6%
FCMT
312
Founders Capital Management (Texas)
Texas
$376K
BFO
313
Boston Family Office
Massachusetts
$375K +$375K +11,980 New
MFG
314
MidWestOne Financial Group
Iowa
$373K
CC
315
Cedar Capital
Illinois
$373K +$44K +1,405 +13%
GKWIM
316
Gerber Kawasaki Wealth & Investment Management
California
$366K +$367K +11,710 New
SSWM
317
Sheets Smith Wealth Management
North Carolina
$359K -$11.6K -369 -3%
SPC
318
Sigma Planning Corp
Michigan
$359K +$66.2K +2,114 +23%
RIA
319
Realta Investment Advisors
Delaware
$358K
WMG
320
WESCAP Management Group
California
$352K
EH
321
Equitable Holdings
New York
$350K +$350K +11,167 New
W
322
Wealthquest
Ohio
$347K -$273K -8,725 -44%
KeyBank National Association
323
KeyBank National Association
Ohio
$345K +$6.83K +218 +2%
APA
324
American Portfolios Advisors
New York
$339K -$4.6K -147 -1%
EWA
325
EP Wealth Advisors
California
$338K +$338K +10,797 New

SPSB Hedge Fund Activity: Q2 2021 in Review

457 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2021, worth a combined $114B — up 1,761% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPSB positions and 37 closed out — a net gain of 15 holders — while 196 added to existing stakes and 138 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $62.6M. The largest seller was TIAA FSB, cutting an estimated $407M.

  • 457 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2021, up from 446 in Q1 2021.
  • Funds reported $114B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2021, up 1,761% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2021 and 37 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2021 was Brown Brothers Harriman & Co, an estimated $62.6M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2021 was TIAA FSB, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2021.