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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
401
Lifeworks Advisors
Michigan
$283K +$284K +9,512 New
SAM
402
Sawgrass Asset Management
Florida
$281K
AIA
403
Alera Investment Advisors
Illinois
$281K +$81K +2,711 +40%
AUIM
404
Aegon USA Investment Management
Iowa
$279K
FA
405
FDx Advisors
Illinois
$278K -$1.64K -55 -0.6%
Neuberger Berman Group
406
Neuberger Berman Group
New York
$278K +$280K +9,355 New
LP
407
LGL Partners
Pennsylvania
$270K +$897 +30 +0.3%
SAM
408
Strategic Asset Management
Minnesota
$269K +$122K +4,077 +82%
RG
409
Retirement Group
California
$265K -$166K -5,564 -38%
Vontobel Holding
410
Vontobel Holding
Switzerland
$257K -$453K -15,148 -64%
PA
411
Pinnacle Associates
New York
$254K -$291K -9,735 -53%
AHC
412
Anderson Hoagland & Co
Missouri
$252K
NWM
413
Northwest Wealth Management
Iowa
$248K -$91.6K -3,066 -27%
SSWM
414
Sheets Smith Wealth Management
North Carolina
$246K -$359 -12 -0.1%
WWG
415
West Wealth Group
California
$246K +$248K +8,298 New
UFA
416
US Financial Advisors
Massachusetts
$245K -$30.7K -1,027 -11%
AAM
417
Augustine Asset Management
Florida
$242K -$6.22K -208 -2%
Wolverine Trading
418
Wolverine Trading
Illinois
$242K +$243K +8,146 New
OWP
419
Obermeyer Wealth Partners
Colorado
$237K
BMD
420
Better Money Decisions
New Mexico
$233K +$31K +1,036 +15%
BRWA
421
B. Riley Wealth Advisors
Florida
$233K +$234K +7,816 New
ISWM
422
Independent Solutions Wealth Management
New York
$228K -$2.51K -84 -1%
MA
423
Mutual Advisors
Nebraska
$226K -$230K -7,697 -50%
CAL
424
Capital Advisors Ltd
Ohio
$226K
BFEC
425
Benjamin F. Edwards & Company
Missouri
$226K +$197K +6,590 +647%

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.