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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
DI
376
Diligent Investors
California
$366K -$99.3K -3,381 -21%
BRWA
377
B. Riley Wealth Advisors
Florida
$361K -$67.8K -2,308 -16%
BCM
378
Brookstone Capital Management
Illinois
$357K +$95K +3,235 +36%
Millennium Management
379
Millennium Management
New York
$354K -$323K -10,988 -48%
BW
380
Bison Wealth
Georgia
$353K -$66.5K -2,266 -16%
ECM
381
Evergreen Capital Management
Washington
$346K
LA
382
LexAurum Advisors
Kansas
$338K
SHJ
383
Sharkey, Howes & Javer
Colorado
$337K
SB
384
Sunflower Bank
Texas
$335K -$364K -12,395 -52%
FCI
385
Financial Counselors Inc
Kansas
$334K +$334K +11,377 New
CIBC World Market
386
CIBC World Market
Ontario, Canada
$330K -$1.47K -50 -0.4%
AFG
387
Altiora Financial Group
Ohio
$323K -$328K -11,180 -50%
SW
388
SkyOak Wealth
Michigan
$314K -$17.6K -600 -5%
AUIM
389
Aegon USA Investment Management
Iowa
$297K
HI
390
Harbour Investments
Wisconsin
$297K -$186K -6,348 -39%
WWM
391
WT Wealth Management
Arizona
$294K -$189K -6,427 -39%
MC
392
Mathes Company
New York
$293K
HIIFS
393
Harel Insurance Investments & Financial Services
Israel
$290K
IRC
394
Investors Research Corp
Georgia
$290K +$15.1K +513 +5%
IWP
395
IAG Wealth Partners
Wisconsin
$289K +$29.9K +1,017 +12%
OWA
396
Octavia Wealth Advisors
Ohio
$287K -$3.52K -120 -1%
AIM
397
Anchor Investment Management
South Carolina
$284K
RP
398
Reinhart Partners
Wisconsin
$279K
IF
399
Integrity Financial
Wyoming
$278K +$15.4K +525 +6%
FGAM
400
Financial Gravity Asset Management
Texas
$274K +$21.5K +732 +146%

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.