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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
MFA
301
Mayflower Financial Advisors
Massachusetts
$736K +$46.4K +1,579 +7%
GWM
302
Greenwich Wealth Management
Connecticut
$712K +$58K +1,975 +9%
MFC
303
Mechanics Financial Corp
Ohio
$709K +$55.5K +1,890 +8%
PAG
304
Paladin Advisory Group
Iowa
$690K +$32K +1,090 +5%
AAP
305
Arax Advisory Partners
Colorado
$683K -$90.9K -3,094 -12%
MF
306
Meridian Financial
Massachusetts
$676K +$49.3K +1,678 +8%
SFG
307
SNS Financial Group
Minnesota
$674K +$258K +8,770 +62%
LSA
308
Lion Street Advisors
Texas
$671K -$161K -5,499 -19%
TFA
309
TPG Financial Advisors
Oregon
$668K -$1.11M -37,633 -62%
SC
310
Saiph Capital
New Jersey
$665K +$666K +22,685 New
IWC
311
Integrated Wealth Concepts
Massachusetts
$653K -$553K -18,839 -46%
NRI
312
NFP Retirement Inc
California
$653K +$4.38K +149 +0.7%
DWM
313
Dakota Wealth Management
Florida
$650K +$19K +647 +3%
WWM
314
WJ Wealth Management
Arizona
$649K
LA
315
Lifeworks Advisors
Michigan
$635K -$6.7K -228 -1%
FMWA
316
Forvis Mazars Wealth Advisors
Missouri
$619K -$152K -5,181 -20%
WCM
317
Windsor Capital Management
Arizona
$612K -$125K -4,245 -17%
CCWA
318
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$603K +$604K +20,564 New
TRIA
319
Trail Ridge Investment Advisors
Colorado
$601K -$314K -10,676 -34%
KWA
320
Kingswood Wealth Advisors
California
$600K +$601K +20,467 New
APWM
321
Argonautica Private Wealth Management
Massachusetts
$597K +$598K +20,358 New
GCA
322
Gradient Capital Advisors
California
$594K -$164K -5,579 -22%
National Bank of Canada
323
National Bank of Canada
Quebec, Canada
$587K +$587K +20,000 New
VT
324
Vise Technologies
New York
$575K -$54.8K -1,866 -9%
SL
325
SWMG LLC
Texas
$570K +$571K +19,443 New

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.