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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
BG
326
Benedetti & Gucer
Georgia
$564K +$565K +19,236 New
APW
327
Austin Private Wealth
Texas
$563K +$4.96K +169 +0.9%
Brown Advisory
328
Brown Advisory
Maryland
$557K
DI
329
DFPG Investments
Utah
$552K -$397K -13,505 -42%
BWM
330
Bulltick Wealth Management
Florida
$550K -$33.8K -1,150 -6%
PWG
331
Private Wealth Group
Florida
$547K +$548K +18,665 New
B
332
Bellecapital
Switzerland
$543K
UCB
333
United Community Bank
South Carolina
$534K -$18.9K -642 -3%
PB
334
Pinnacle Bancorp
Nebraska
$531K
BTWM
335
Baker Tilly Wealth Management
Wisconsin
$531K -$93.8K -3,195 -15%
NA
336
Nottingham Advisors
New York
$513K -$44.1K -1,500 -8%
AA
337
AlphaMark Advisors
Kentucky
$507K -$22K -750 -4%
SCA
338
Snowden Capital Advisors
New York
$506K +$2.08K +71 +0.4%
RIM
339
Redwood Investment Management
Arizona
$496K +$497K +16,926 New
RWP
340
RWA Wealth Partners
Massachusetts
$495K +$495K +16,871 New
NGA
341
Naples Global Advisors
Florida
$476K -$62.3K -2,120 -12%
PSCM
342
Per Stirling Capital Management
Texas
$470K -$26.5K -903 -5%
AWM
343
Atticus Wealth Management
Florida
$464K -$87.7K -2,986 -16%
CHC
344
City Holding Co
West Virginia
$459K +$45K +1,531 +11%
B
345
Bridgeworth
Alabama
$458K -$1.74M -59,339 -79%
BWFA
346
Baltimore-Washington Financial Advisors
Maryland
$452K -$71.3K -2,427 -14%
TFA
347
Tranquilli Financial Advisor
New Jersey
$450K +$231K +7,869 +105%
AA
348
AJ Advisors
Tennessee
$448K +$5.34K +182 +1%
JWS
349
Juncture Wealth Strategies
Arizona
$448K -$55.6K -1,893 -11%
TFG
350
Tilson Financial Group
New Jersey
$442K +$11K +374 +3%

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.