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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
KAM
401
Knightsbridge Asset Management
California
$286K -$62.9K -2,120 -18%
AIM
402
Anchor Investment Management
South Carolina
$283K
AIA
403
Alera Investment Advisors
Illinois
$277K +$861 +29 +0.3%
SAM
404
Sawgrass Asset Management
Florida
$276K
MIH
405
Meitav Investment House
Israel
$276K +$280K +9,425 New
AUIM
406
Aegon USA Investment Management
Iowa
$275K
WP
407
WealthSpring Partners
California
$271K +$276K +9,286 New
WS
408
Wedbush Securities
California
$271K +$276K +9,290 New
FMN
409
Financial Management Network
California
$268K +$53.2K +1,793 +24%
VT
410
Vise Technologies
New York
$267K +$271K +9,142 New
CWM
411
Cabot Wealth Management
Massachusetts
$263K +$268K +9,013 New
RJT
412
Raymond James Trust
Florida
$260K -$621K -20,923 -70%
LWAC
413
Laurel Wealth Advisors (California)
California
$260K -$168K -5,662 -39%
AFS
414
AFG Fiduciary Services
Massachusetts
$252K -$55.2K -1,858 -18%
NWM
415
Northwest Wealth Management
Iowa
$252K +$8.43K +284 +3%
ISWM
416
Independent Solutions Wealth Management
New York
$250K +$25.8K +868 +11%
VNA
417
Valley National Advisers
Pennsylvania
$248K +$253K +8,517 New
AHC
418
Anderson Hoagland & Co
Missouri
$247K
KeyBank National Association
419
KeyBank National Association
Ohio
$245K -$77.5K -2,611 -24%
SSWM
420
Sheets Smith Wealth Management
North Carolina
$243K +$1.6K +54 +0.7%
UFA
421
US Financial Advisors
Massachusetts
$241K
OCM
422
One Capital Management
California
$239K +$243K +8,191 New
PA
423
Pinnacle Associates
New York
$237K -$13.4K -450 -5%
OWP
424
Obermeyer Wealth Partners
Colorado
$233K
PGFC
425
Peapack-Gladstone Financial Corp
New Jersey
$228K -$275K -9,250 -54%

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.