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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
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$700K -$1.75M -58,956 -71%
GAM
302
Gould Asset Management
California
$684K +$9.17K +309 +1%
ARC
303
Advisor Resource Council
Texas
$683K -$4.73M -159,438 -87%
BPA
304
Beacon Pointe Advisors
California
$675K -$8.19K -276 -1%
BAM
305
Belpointe Asset Management
Nevada
$667K -$52.6K -1,773 -7%
RCM
306
Raleigh Capital Management
North Carolina
$665K +$48.4K +1,632 +8%
LA
307
Lifeworks Advisors
Michigan
$664K +$395K +13,305 +140%
SW
308
SkyOak Wealth
Michigan
$657K -$3K -101 -0.4%
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$649K -$16.3K -550 -2%
CIAS
310
CFS Investment Advisory Services
New Jersey
$640K +$18.4M +618,777 +2,891%
AWM
311
Accurate Wealth Management
Florida
$631K +$126K +4,234 +31%
MA
312
Mutual Advisors
Nebraska
$629K +$413K +13,922 +183%
RIG
313
Roosevelt Investment Group
New York
$603K
RW
314
REDW Wealth
New Mexico
$599K +$116K +3,913 +24%
RC
315
RegentAtlantic Capital
New Jersey
$596K -$4.63K -156 -0.8%
BDF
316
Black Diamond Financial
Maryland
$596K
MFC
317
Mechanics Financial Corp
Ohio
$587K -$17.5K -589 -3%
ATC
318
Argent Trust Co
Tennessee
$576K
OMC
319
Old Mission Capital
Illinois
$571K -$1.91M -64,371 -77%
BFA
320
Brendel Financial Advisors
New Hampshire
$571K
GWM
321
Greenwich Wealth Management
Connecticut
$570K +$7.57K +255 +1%
BRWA
322
B. Riley Wealth Advisors
Florida
$567K +$344K +11,575 +148%
TCM
323
Towercrest Capital Management
Pennsylvania
$565K +$364K +12,277 +169%
SFG
324
SNS Financial Group
Minnesota
$559K +$151K +5,078 +36%
UCB
325
United Community Bank
South Carolina
$555K -$6.23K -210 -1%

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.