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State Street SPDR Portfolio Short Term Corporate Bond ETF

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19%71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
301
Private Trust Company
Ohio
$666K +$21.5K +726 +3%
SSW
302
Stone Summit Wealth
Florida
$664K -$10.7K -362 -2%
PB
303
Pinnacle Bancorp
Nebraska
$658K
MPW
304
MA Private Wealth
California
$637K +$636K +21,462 New
APWM
305
Argonautica Private Wealth Management
Massachusetts
$635K -$3.67K -124 -0.6%
APW
306
Austin Private Wealth
Texas
$628K +$41.7K +1,407 +7%
CGFA
307
Colton Groome Financial Advisors
North Carolina
$624K -$103K -3,488 -14%
GGS
308
Galvin Gaustad & Stein
Arizona
$622K -$141K -4,772 -19%
IWC
309
Integrated Wealth Concepts
Massachusetts
$617K -$34.9K -1,179 -5%
PI
310
PFG Investments
New York
$608K -$2.74M -92,492 -82%
CA
311
CoreCap Advisors
Michigan
$605K -$19.4M -653,349 -97%
RPCA
312
Running Point Capital Advisors
California
$600K +$15.9K +537 +3%
AWMS
313
Advocacy Wealth Management Services
Georgia
$593K -$3.63M -122,672 -86%
MSF
314
Mustard Seed Financial
Arkansas
$589K +$9.54K +322 +2%
JWCA
315
J.W. Cole Advisors
Florida
$578K +$181K +6,111 +46%
BWA
316
Beam Wealth Advisors
Louisiana
$578K +$576K +19,456 New
BP
317
BCK Partners
New York
$576K
SC
318
Savant Capital
Illinois
$575K +$573K +19,356 New
GCA
319
Gradient Capital Advisors
California
$573K -$82.1K -2,772 -13%
AWE
320
Avidian Wealth Enterprises
Texas
$552K +$9.87K +333 +2%
VT
321
Vise Technologies
New York
$549K +$59.8K +2,017 +12%
PSCM
322
Per Stirling Capital Management
Texas
$547K +$69.7K +2,354 +15%
FFA
323
Fragasso Financial Advisors
Pennsylvania
$546K -$384K -12,959 -41%
UCB
324
United Community Bank
South Carolina
$545K -$1.24K -42 -0.2%
SSWM
325
Sheets Smith Wealth Management
North Carolina
$545K +$12.7K +427 +2%

SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.