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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 215 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 180

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $5.49B → $5.56B (+$66.9M)

0% less funds holding

Funds holding: 529528 (-1)

0.48% less ownership

Funds ownership: 71.42%70.95% (-0.48%)

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.58%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
49
Increased
215
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
326
Foundations Investment Advisors
Arizona
$527K +$226K +7,525 +76%
SSWM
327
Sheets Smith Wealth Management
North Carolina
$502K -$53.9K -1,797 -10%
TIA
328
Tiemann Investment Advisors
California
$498K -$30K -1,000 -6%
AssetMark Inc
329
AssetMark Inc
California
$492K -$50.7K -1,691 -9%
BIM
330
Breakwater Investment Management
Washington
$480K
VT
331
Vise Technologies
New York
$476K -$82.5K -2,749 -15%
SGAM
332
Stephens Group Asset Management
Arkansas
$470K +$54.6K +1,820 +13%
BWFA
333
Baltimore-Washington Financial Advisors
Maryland
$467K -$5.7K -190 -1%
JWS
334
Juncture Wealth Strategies
Arizona
$466K -$5.46K -182 -1%
JWCA
335
J.W. Cole Advisors
Florida
$463K -$125K -4,152 -21%
GFG
336
Goldstone Financial Group
Illinois
$450K -$65.5K -2,184 -13%
P
337
&Partners
Tennessee
$447K +$440K +14,654 New
GAM
338
GEM Asset Management
Michigan
$445K -$19.1K -635 -4%
NFP
339
Narus Financial Partners
Utah
$443K -$10.8K -360 -2%
DADC
340
D.A. Davidson & Co
Montana
$443K
AA
341
AJ Advisors
Tennessee
$443K -$22.5K -749 -5%
AFG
342
Altiora Financial Group
Ohio
$439K +$56.7K +1,890 +15%
APC
343
Aspire Private Capital
North Carolina
$435K -$2.88K -96 -0.7%
Cerity Partners
344
Cerity Partners
New York
$434K +$76.9K +2,562 +22%
GRP
345
Global Retirement Partners
California
$418K +$117K +3,890 +39%
PP
346
PrairieView Partners
Minnesota
$413K
FNWA
347
Financial Network Wealth Advisors
Utah
$408K -$42.5K -1,417 -10%
FEG
348
Financial Enhancement Group
Indiana
$405K +$411K +13,702 New
AWM
349
Apollon Wealth Management
South Carolina
$403K -$81.2K -2,708 -17%
IF
350
Integrity Financial
Wyoming
$398K -$18.7K -624 -5%

SPSB Hedge Fund Activity: Q3 2024 in Review

528 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2024, worth a combined $5.56B — up 1.2% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPSB positions and 46 closed out — a net gain of 3 holders — while 215 added to existing stakes and 180 trimmed.

The largest buyer was Creative Planning, adding an estimated $91.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $108M sold.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2024, down from 529 in Q2 2024.
  • Funds reported $5.56B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2024 was Creative Planning, an estimated $91.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.