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State Street SPDR Portfolio Short Term Corporate Bond ETF

457 hedge funds and large institutions have $114B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,761% more capital invested

Capital invested by funds: $6.1B → $114B (+$107B)

42% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 138

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

2% more funds holding

Funds holding: 446457 (+11)

6.16% less ownership

Funds ownership: 79.32%73.16% (-6.2%)

13% less funds holding in top 10

Funds holding in top 10: 4640 (-6)

Holders
457
Holders Change
+11
Holders Change %
+2.47%
% of All Funds
7.95%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.7%
New
52
Increased
196
Reduced
138
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
Shoker Investment Counsel
Ohio
$241K +$376 +12 +0.2%
FT
352
Fiduciary Trust
Massachusetts
$241K +$241K +7,701 New
DC
353
Davenport & Co
Virginia
$240K +$240K +7,654 New
RC
354
RegentAtlantic Capital
New Jersey
$238K +$238K +7,605 New
CP
355
Castleview Partners
Texas
$234K +$234K +7,483 New
LJAC
356
L.J. Altfest & Co
New York
$232K -$3.26K -104 -1%
TCM
357
Towercrest Capital Management
Pennsylvania
$229K +$8.52K +272 +4%
JWCA
358
J.W. Cole Advisors
Florida
$227K +$6.39K +204 +3%
CAL
359
Capital Advisors Ltd
Ohio
$226K +$175K +5,592 +342%
RRCM
360
Rappaport Reiches Capital Management
Illinois
$225K +$225K +7,191 New
ISWM
361
Independent Solutions Wealth Management
New York
$224K +$224K +7,149 New
PFGIA
362
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$141K +4,519 +174%
SRSA
363
S.R. Schill & Associates
Washington
$222K
TPCW
364
TD Private Client Wealth
New York
$218K +$159K +5,067 +267%
W
365
WealthOne
New York
$213K +$595 +19 +0.3%
NWM
366
Northwest Wealth Management
Iowa
$213K +$213K +6,802 New
OPS
367
Orion Portfolio Solutions
Nebraska
$210K +$210K +6,702 New
AAM
368
Augustine Asset Management
Florida
$210K +$210K +6,710 New
PWM
369
Palumbo Wealth Management
New York
$209K
NWA
370
New World Advisors
Massachusetts
$209K +$209K +6,665 New
CCA
371
Cadent Capital Advisors
Oklahoma
$208K +$595 +19 +0.3%
WCFA
372
Walkner Condon Financial Advisors
Wisconsin
$206K +$209K +6,672 New
CG
373
Colony Group
Massachusetts
$204K
HAIM
374
Hunter Associates Investment Management
Pennsylvania
$203K -$109K -3,485 -35%
WOSD
375
WFA of San Diego
California
$202K -$689 -22 -0.3%

SPSB Hedge Fund Activity: Q2 2021 in Review

457 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2021, worth a combined $114B — up 1,761% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPSB positions and 37 closed out — a net gain of 15 holders — while 196 added to existing stakes and 138 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $62.6M. The largest seller was TIAA FSB, cutting an estimated $407M.

  • 457 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2021, up from 446 in Q1 2021.
  • Funds reported $114B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2021, up 1,761% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2021 and 37 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2021 was Brown Brothers Harriman & Co, an estimated $62.6M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2021 was TIAA FSB, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2021.