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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.18B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 528528 (0)

3.45% less ownership

Funds ownership: 76.75%73.29% (-3.5%)

9% less capital invested

Capital invested by funds: $5.73B → $5.18B (-$544M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 210

Holders
528
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.05%
New
53
Increased
177
Reduced
210
Closed
49
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
351
Total Wealth Planning
Ohio
$446K +$453K +15,253 New
SCA
352
Snowden Capital Advisors
New York
$441K -$162K -5,474 -27%
FEG
353
Financial Enhancement Group
Indiana
$424K +$48.9K +1,648 +13%
RCA
354
Resonant Capital Advisors
Wisconsin
$418K -$93.5K -3,151 -18%
RIA
355
Realta Investment Advisors
Delaware
$414K +$89.1K +3,000 +27%
NFP
356
Narus Financial Partners
Utah
$413K -$34.3K -1,157 -8%
OIA
357
Optimum Investment Advisors
Illinois
$407K
CIA
358
Compass Ion Advisors
Pennsylvania
$407K +$1.99K +67 +0.5%
LA
359
Latitude Advisors
Florida
$397K -$67.4K -2,272 -14%
HIC
360
Hartline Investment Corp
Illinois
$397K +$404K +13,593 New
CFAM
361
Center For Asset Management
Florida
$394K -$59 -2 -0%
CCM
362
Crew Capital Management
Ohio
$393K -$34.4K -1,160 -8%
PS
363
Portfolio Solutions
Michigan
$392K +$1.34K +45 +0.3%
HGERS
364
Householder Group Estate & Retirement Specialist
Arizona
$392K +$1.37K +46 +0.3%
SGAM
365
Stephens Group Asset Management
Arkansas
$391K +$11.1K +375 +3%
MCC
366
Money Concepts Capital
Florida
$386K -$14.4K -486 -4%
LA
367
LexAurum Advisors
Kansas
$386K
CS
368
Credit Suisse
Switzerland
$386K +$392K +13,203 New
BMD
369
Better Money Decisions
New Mexico
$384K +$157K +5,289 +67%
PFM
370
Phillips Financial Management
Indiana
$380K -$9.02K -304 -2%
SIC
371
SJS Investment Consulting
Ohio
$380K +$386K +12,988 New
M&T Bank
372
M&T Bank
New York
$377K -$11.9M -401,585 -97%
WA
373
WBH Advisory
Maryland
$368K -$2.11K -71 -0.6%
CCG
374
Ceeto Capital Group
Florida
$365K
BFO
375
Boston Family Office
Massachusetts
$362K

SPSB Hedge Fund Activity: Q3 2022 in Review

528 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2022, worth a combined $5.18B — down 9.5% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 49 closed out — a net gain of 4 holders — while 177 added to existing stakes and 210 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Fisher Asset Management, cutting an estimated $340M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5.18B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2022 and 49 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2022.