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State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.56B → $5.77B (+$214M)

3% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 59

0% less funds holding

Funds holding: 549547 (-2)

1.37% less ownership

Funds ownership: 71.94%70.56% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6056 (-4)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.59%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
376
City Holding Co
West Virginia
$416K +$18.8K +637 +5%
SGAM
377
Stephens Group Asset Management
Arkansas
$414K +$20.7K +700 +5%
BMD
378
Better Money Decisions
New Mexico
$393K +$3.57K +121 +0.9%
TCM
379
Towercrest Capital Management
Pennsylvania
$390K -$175K -5,939 -30%
AWAU
380
Alliance Wealth Advisors (Utah)
Utah
$388K -$1.65K -56 -0.4%
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$386K +$44.8K +1,516 +13%
JWCA
382
J.W. Cole Advisors
Florida
$381K +$16.4K +554 +4%
FEG
383
Financial Enhancement Group
Indiana
$375K -$27K -913 -7%
PFM
384
Phillips Financial Management
Indiana
$374K +$20.9K +707 +6%
AWMG
385
Alliance Wealth Management Group
New Jersey
$371K -$173K -5,850 -31%
SSWM
386
Sheets Smith Wealth Management
North Carolina
$369K +$17.7K +600 +5%
CIP
387
Capital Insight Partners
Arizona
$369K -$32.7K -1,107 -8%
CCG
388
Ceeto Capital Group
Florida
$368K
GRP
389
Global Retirement Partners
California
$368K +$1.56K +53 +0.4%
WA
390
WBH Advisory
Maryland
$366K -$5.05K -171 -1%
WS
391
Wedbush Securities
California
$357K +$75.6K +2,560 +27%
FCMT
392
Founders Capital Management (Texas)
Texas
$354K
PWM
393
Perigon Wealth Management
California
$353K +$354K +12,000 New
BPA
394
Beacon Pointe Advisors
California
$349K -$28.1K -953 -7%
ECM
395
Evergreen Capital Management
Washington
$348K +$349K +11,812 New
LA
396
LexAurum Advisors
Kansas
$340K +$44.7K +1,515 +15%
SHJ
397
Sharkey, Howes & Javer
Colorado
$338K -$128K -4,320 -27%
MG
398
Mather Group
Illinois
$333K -$959K -32,495 -74%
SW
399
SkyOak Wealth
Michigan
$333K -$316K -10,692 -49%
CIBC World Market
400
CIBC World Market
Ontario, Canada
$332K

SPSB Hedge Fund Activity: Q2 2023 in Review

547 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2023, worth a combined $5.77B — up 3.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPSB positions and 59 closed out — a net gain of 2 holders — while 194 added to existing stakes and 222 trimmed.

The largest buyer was Jane Street, adding an estimated $149M. The largest seller was State Street, cutting an estimated $143M.

  • 547 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2023, down from 549 in Q1 2023.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2023 and 59 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $149M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2023 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2023.