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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
AWE
401
Avidian Wealth Enterprises
Texas
$330K +$7.76K +263 +2%
CGFA
402
Colton Groome Financial Advisors
North Carolina
$326K -$335K -11,354 -51%
HPM
403
Hoxton Planning & Management
West Virginia
$324K
TLFA
404
True Link Financial Advisors
California
$315K
AIA
405
Alera Investment Advisors
Illinois
$309K +$9.21K +312 +3%
AUIM
406
Aegon USA Investment Management
Iowa
$298K +$21.3K +722 +8%
DA
407
Detalus Advisors
Missouri
$295K -$57.8K -1,957 -16%
MC
408
Mathes Company
New York
$294K +$295K +10,000 New
CSIA
409
Charles Schwab Investment Advisory
California
$293K -$1.03K -35 -0.4%
OWA
410
Octavia Wealth Advisors
Ohio
$292K +$78.3K +2,652 +36%
HIIFS
411
Harel Insurance Investments & Financial Services
Israel
$291K
AIM
412
Anchor Investment Management
South Carolina
$286K
RCA
413
Resonant Capital Advisors
Wisconsin
$283K -$40.1K -1,359 -12%
Betterment LLC
414
Betterment LLC
New York
$283K +$284K +9,606 New
RP
415
Reinhart Partners
Wisconsin
$280K +$280K +9,500 New
CS
416
Credit Suisse
Switzerland
$277K
IRC
417
Investors Research Corp
Georgia
$276K +$14.2K +481 +5%
HFRG
418
Houlihan Financial Resource Group
Virginia
$275K +$275K +9,300 New
CFGSD
419
Compass Financial Group (South Dakota)
South Dakota
$270K -$8.71K -295 -3%
HAIM
420
Hunter Associates Investment Management
Pennsylvania
$265K -$23.2K -785 -8%
IF
421
Integrity Financial
Wyoming
$264K +$42K +1,421 +19%
BCM
422
Brookstone Capital Management
Illinois
$263K +$265K +8,988 New
IWP
423
IAG Wealth Partners
Wisconsin
$260K +$236 +8 +0.1%
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$259K -$5.31K -180 -2%
RFN
425
Redwood Financial Network
Ohio
$256K +$207 +7 +0.1%

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.