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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
PCA
326
Prosperity Capital Advisors
Ohio
$540K -$548K -18,505 -50%
MWM
327
Marion Wealth Management
Pennsylvania
$538K +$119 +4 +0%
KWA
328
Kingswood Wealth Advisors
California
$537K -$253K -8,530 -32%
AssetMark Inc
329
AssetMark Inc
California
$533K -$26.9K -907 -5%
TFG
330
Tilson Financial Group
New Jersey
$521K -$1.69K -57 -0.3%
NA
331
Nottingham Advisors
New York
$520K
TIA
332
Tiemann Investment Advisors
California
$519K -$96.3K -3,250 -16%
MIFH
333
Migdal Insurance & Financial Holdings
Israel
$511K +$75.4K +2,545 +17%
LA
334
Lifeworks Advisors
Michigan
$510K -$28.8K -971 -5%
GFG
335
Goldstone Financial Group
Illinois
$506K +$41.2K +1,391 +9%
WCM
336
Windsor Capital Management
Arizona
$506K -$110K -3,720 -18%
MWM
337
Mascoma Wealth Management
New Hampshire
$500K -$11.1K -376 -2%
YIA
338
YHB Investment Advisors
Connecticut
$495K +$494K +16,675 New
VVP
339
Venture Visionary Partners
Ohio
$491K +$490K +16,523 New
AWM
340
Apollon Wealth Management
South Carolina
$476K -$1.38M -46,712 -74%
B
341
Bellecapital
Switzerland
$471K
BIM
342
Breakwater Investment Management
Washington
$471K
BWFA
343
Baltimore-Washington Financial Advisors
Maryland
$463K
JWS
344
Juncture Wealth Strategies
Arizona
$462K -$10.2K -344 -2%
GAM
345
GEM Asset Management
Michigan
$459K
AA
346
AJ Advisors
Tennessee
$456K +$19.3K +651 +4%
DWM
347
Diversify Wealth Management
Utah
$447K +$442K +14,918 New
NFP
348
Narus Financial Partners
Utah
$445K +$23.9K +807 +6%
FNWA
349
Financial Network Wealth Advisors
Utah
$443K -$491K -16,584 -53%
DADC
350
D.A. Davidson & Co
Montana
$434K +$31.5K +1,064 +8%

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.