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State Street SPDR Portfolio Short Term Corporate Bond ETF

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19%71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
376
Diversify Advisory Services
Utah
$339K -$235K -7,918 -41%
GSC
377
Ground Swell Capital
South Carolina
$334K +$333K +11,254 New
NG
378
Norden Group
Utah
$329K -$466K -15,741 -59%
IWP
379
IAG Wealth Partners
Wisconsin
$329K -$1.27K -43 -0.4%
SW
380
Simplicity Wealth
New Jersey
$326K +$10.7K +361 +3%
SMC
381
Smith, Moore & Co
Missouri
$324K -$75.6K -2,552 -19%
PWM
382
Perigon Wealth Management
California
$315K +$5.01K +169 +2%
RFN
383
RDA Financial Network
Iowa
$310K +$60.5K +2,043 +24%
NGA
384
Naples Global Advisors
Florida
$306K -$16.3K -550 -5%
RIA
385
Realta Investment Advisors
Delaware
$305K
FAM
386
Family Asset Management
South Carolina
$300K +$19.8K +667 +7%
DI
387
Diligent Investors
California
$297K -$13.3K -450 -4%
MC
388
Mathes Company
New York
$297K
WWM
389
WT Wealth Management
Arizona
$297K
FFB
390
First Financial Bankshares
Texas
$296K -$148 -5 -0.1%
GRP
391
Global Retirement Partners
California
$294K -$1.04K -35 -0.4%
FIA
392
Foundations Investment Advisors
Arizona
$293K +$293K +9,877 New
HIIFS
393
Harel Insurance Investments & Financial Services
Israel
$293K
LA
394
LexAurum Advisors
Kansas
$290K +$30.3K +1,024 +12%
AIM
395
Anchor Investment Management
South Carolina
$288K
SW
396
SkyOak Wealth
Michigan
$282K -$6.13K -207 -2%
RP
397
Reinhart Partners
Wisconsin
$282K
OWA
398
Octavia Wealth Advisors
Ohio
$281K +$280K +9,452 New
BCG
399
Breakwater Capital Group
New Jersey
$278K -$53.2K -1,797 -16%
MIH
400
Meitav Investment House
Israel
$277K +$33.2K +1,122 +14%

SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.