We are live on ! Find out more
SPSB icon

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
NA
326
Nottingham Advisors
New York
$555K
AAM
327
Ameraudi Asset Management
New York
$554K
APW
328
Austin Private Wealth
Texas
$550K
PP
329
PrairieView Partners
Minnesota
$549K -$374K -12,606 -40%
SB
330
Simmons Bank
Arkansas
$545K -$161K -5,412 -23%
MF
331
Meridian Financial
Massachusetts
$542K +$72.3K +2,436 +15%
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$536K +$70.7K +2,380 +15%
AWMG
333
Alliance Wealth Management Group
New Jersey
$533K +$344K +11,572 +169%
IWC
334
Integrated Wealth Concepts
Massachusetts
$524K -$48.6K -1,636 -8%
HAS
335
HBW Advisory Services
California
$520K -$4.48K -151 -0.8%
RWM
336
Rockwood Wealth Management
Pennsylvania
$519K +$527K +17,752 New
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$511K -$90.6K -3,051 -15%
NRI
338
NFP Retirement Inc
California
$499K
B
339
Bellecapital
Switzerland
$498K
DA
340
Detalus Advisors
Missouri
$490K -$590K -19,860 -54%
BW
341
Bison Wealth
Georgia
$488K +$12.4K +419 +3%
DI
342
Diligent Investors
California
$484K +$1.78K +60 +0.4%
ANTB
343
AMG National Trust Bank
Colorado
$484K +$179K +6,044 +57%
OWA
344
Octavia Wealth Advisors
Ohio
$471K -$5.79K -195 -1%
WWM
345
WJ Wealth Management
Arizona
$465K +$476K +16,030 New
FAAM
346
First Ascent Asset Management
Colorado
$462K +$144K +4,847 +44%
PTC
347
Private Trust Company
Ohio
$461K +$149K +5,030 +47%
MMA
348
Miracle Mile Advisors
California
$457K -$5.94K -200 -1%
EWM
349
Endurance Wealth Management
Rhode Island
$454K
CFA
350
Compass Financial Advisors
Indiana
$448K -$22.4K -756 -5%

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.