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State Street SPDR Portfolio Short Term Corporate Bond ETF

527 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% less ownership

Funds ownership: 70.56%69.39% (-1.2%)

4% less funds holding

Funds holding: 547527 (-20)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

11% less capital invested

Capital invested by funds: $5.77B → $5.11B (-$660M)

20% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 61

20% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 221

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.36%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
351
Towercrest Capital Management
Pennsylvania
$435K +$47.3K +1,610 +12%
NFP
352
Narus Financial Partners
Utah
$432K +$5.05K +172 +1%
SSWM
353
Sheets Smith Wealth Management
North Carolina
$429K +$61.7K +2,101 +17%
PP
354
PrairieView Partners
Minnesota
$424K -$60.3K -2,053 -12%
CGFA
355
Colton Groome Financial Advisors
North Carolina
$422K +$98.2K +3,343 +30%
RIA
356
Realta Investment Advisors
Delaware
$416K
FIA
357
Foundations Investment Advisors
Arizona
$413K +$414K +14,096 New
SRC
358
Shufro Rose & Co
New York
$410K +$411K +14,000 New
AWAU
359
Alliance Wealth Advisors (Utah)
Utah
$410K +$23.9K +815 +6%
ASFA
360
All Season Financial Advisors
Colorado
$410K -$382K -12,998 -48%
AF
361
Advisornet Financial
Minnesota
$409K -$13.4K -456 -3%
CSA
362
Cottage Street Advisors
Massachusetts
$403K -$87.4K -2,977 -18%
JWCA
363
J.W. Cole Advisors
Florida
$403K +$23.3K +792 +6%
SGAM
364
Stephens Group Asset Management
Arkansas
$401K -$11K -375 -3%
BCI
365
Brinker Capital Investments
Pennsylvania
$396K -$64.6K -2,201 -14%
OPS
366
Orion Portfolio Solutions
Nebraska
$396K -$64.6K -2,201 -14%
BMD
367
Better Money Decisions
New Mexico
$396K +$4.08K +139 +1%
WA
368
WBH Advisory
Maryland
$396K +$31.5K +1,074 +9%
PTC
369
Private Trust Company
Ohio
$382K -$55.4K -1,886 -13%
FEG
370
Financial Enhancement Group
Indiana
$380K +$5.76K +196 +2%
CAG
371
Crestwood Advisors Group
Massachusetts
$377K +$377K +12,850 New
PFM
372
Phillips Financial Management
Indiana
$373K +$910 +31 +0.2%
PWM
373
Perigon Wealth Management
California
$369K +$17.7K +602 +5%
AWE
374
Avidian Wealth Enterprises
Texas
$369K +$39.5K +1,345 +12%
CCG
375
Ceeto Capital Group
Florida
$367K

SPSB Hedge Fund Activity: Q3 2023 in Review

527 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2023, worth a combined $5.11B — down 11% from $5.77B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of SPSB and 49 opened new positions — a net loss of 12 holders — while 221 trimmed existing stakes and 176 added.

The largest buyer was Creative Planning, adding an estimated $117M. The largest seller was Jane Street, cutting an estimated $138M.

  • 527 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2023, down from 547 in Q2 2023.
  • Funds reported $5.11B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2023 and 61 closed out, a net change of -12 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2023 was Creative Planning, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.