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 $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
Optimum Investment Advisors
Illinois
$414K +$98.6K +3,300 +31%
CIA
352
Compass Ion Advisors
Pennsylvania
$412K -$416K -13,904 -50%
AWM
353
Accurate Wealth Management
Florida
$411K -$91.8K -3,071 -18%
MCC
354
Money Concepts Capital
Florida
$409K -$8.4K -281 -2%
BI
355
Bramshill Investments
Florida
$408K +$129K +4,326 +46%
CFAM
356
Center For Asset Management
Florida
$401K +$403K +13,484 New
HGERS
357
Householder Group Estate & Retirement Specialist
Arizona
$398K +$986 +33 +0.2%
PS
358
Portfolio Solutions
Michigan
$397K +$399K +13,362 New
PFM
359
Phillips Financial Management
Indiana
$396K -$657 -22 -0.2%
LA
360
LexAurum Advisors
Kansas
$393K -$1.04M -34,966 -73%
SGAM
361
Stephens Group Asset Management
Arkansas
$387K -$277K -9,253 -42%
FEG
362
Financial Enhancement Group
Indiana
$383K -$4.03K -135 -1%
TLP
363
Trinity Legacy Partners
Texas
$383K
FCMT
364
Founders Capital Management (Texas)
Texas
$381K -$1.08K -36 -0.3%
WA
365
WBH Advisory
Maryland
$377K +$379K +12,673 New
PB
366
Pinnacle Bancorp
Nebraska
$374K -$217K -7,261 -37%
OCM
367
Orion Capital Management
California
$373K -$602K -20,132 -62%
BA
368
Bridgewater Advisors
New York
$373K +$3.05K +102 +0.8%
CCG
369
Ceeto Capital Group
Florida
$372K
BFO
370
Boston Family Office
Massachusetts
$369K
Lido Advisors
371
Lido Advisors
California
$368K +$370K +12,378 New
CAAS
372
Capital Asset Advisory Services
Michigan
$367K +$280K +9,385 +318%
BEI
373
Benjamin Edwards Inc
Missouri
$366K +$360K +12,058 +4,766%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$362K -$60.5K -2,026 -14%
AF
375
Advisornet Financial
Minnesota
$361K -$2.42K -81 -0.7%

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.