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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
BEI
376
Benjamin Edwards Inc
Missouri
$357K -$2.4K -81 -0.7%
GRP
377
Global Retirement Partners
California
$356K -$62.4K -2,101 -15%
FCMT
378
Founders Capital Management (Texas)
Texas
$354K -$20.8K -700 -5%
AF
379
Advisornet Financial
Minnesota
$354K -$594 -20 -0.2%
PB
380
Pinnacle Bancorp
Nebraska
$350K -$17.8K -600 -5%
CIBC World Market
381
CIBC World Market
Ontario, Canada
$345K
JWCA
382
J.W. Cole Advisors
Florida
$339K +$18.1K +611 +6%
CSIA
383
Charles Schwab Investment Advisory
California
$339K +$18.6K +627 +6%
TW
384
Transform Wealth
Colorado
$337K -$11.2K -378 -3%
Lido Advisors
385
Lido Advisors
California
$335K -$26.5K -892 -7%
PWM
386
Perigon Wealth Management
California
$328K -$80.1K -2,698 -19%
CT
387
Cambridge Trust
Massachusetts
$324K -$6.32K -213 -2%
AWE
388
Avidian Wealth Enterprises
Texas
$320K -$175K -5,901 -35%
SWM
389
Stockman Wealth Management
Montana
$316K
TLFA
390
True Link Financial Advisors
California
$312K
Verition Fund Management
391
Verition Fund Management
Connecticut
$311K +$315K +10,628 New
FT
392
Fiduciary Trust
Massachusetts
$310K +$11.4K +385 +4%
HSG
393
Helen Stephens Group
Texas
$306K -$3.15K -106 -1%
CAG
394
Csenge Advisory Group
Florida
$303K +$308K +10,374 New
TIA
395
Tiemann Investment Advisors
California
$302K
AWM
396
Activest Wealth Management
Florida
$295K +$200K +6,724 +200%
MC
397
Mathes Company
New York
$292K
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$290K -$706K -23,793 -71%
HIIFS
399
Harel Insurance Investments & Financial Services
Israel
$289K
HAIM
400
Hunter Associates Investment Management
Pennsylvania
$287K

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.