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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
Jones Financial Companies
351
Jones Financial Companies
Missouri
$394K +$360K +12,004 +1,191%
AA
352
Axiom Advisory
California
$390K +$390K +12,992 New
AF
353
Advisornet Financial
Minnesota
$386K -$10.7K -358 -3%
FG
354
Fiduciary Group
Georgia
$381K
CCG
355
Ceeto Capital Group
Florida
$379K
CAG
356
Crestwood Advisors Group
Massachusetts
$379K
QPW
357
Quantum Private Wealth
Florida
$374K
WCM
358
Windsor Capital Management
Arizona
$367K -$148K -4,929 -29%
CSA
359
Cottage Street Advisors
Massachusetts
$359K -$58.8K -1,961 -14%
DAS
360
Diversify Advisory Services
Utah
$354K +$11.4K +381 +3%
TFP
361
Traction Financial Partners
Wyoming
$351K -$7.5K -250 -2%
ECM
362
Evergreen Capital Management
Washington
$349K -$8.46K -282 -2%
MPW
363
MA Private Wealth
California
$348K -$300K -9,984 -47%
FFA
364
Farther Finance Advisors
California
$347K +$330K +10,995 +2,427%
KeyBank National Association
365
KeyBank National Association
Ohio
$342K -$3.15K -105 -0.9%
RFN
366
RDA Financial Network
Iowa
$334K +$17.8K +592 +6%
WA
367
WBH Advisory
Maryland
$334K -$18.5K -618 -5%
DWM
368
Diversify Wealth Management
Utah
$328K -$120K -3,994 -27%
NG
369
Norden Group
Utah
$327K -$8.58K -286 -3%
BTWM
370
Brass Tax Wealth Management
Ohio
$326K +$323K +10,764 New
CIAS
371
CFS Investment Advisory Services
New Jersey
$320K -$1.61M -53,624 -84%
AWMS
372
Advocacy Wealth Management Services
Georgia
$318K -$283K -9,440 -47%
NGA
373
Naples Global Advisors
Florida
$318K +$6K +200 +2%
BAM
374
Belpointe Asset Management
Nevada
$318K +$35.5K +1,183 +13%
IWS
375
Integrity Wealth Solutions
Colorado
$312K +$62.9K +2,096 +26%

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.