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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
CSIA
401
Charles Schwab Investment Advisory
California
$273K -$18.1K -616 -6%
IIM
402
InTrack Investment Management
Vermont
$268K +$66.3K +2,256 +33%
HAIM
403
Hunter Associates Investment Management
Pennsylvania
$265K
BPA
404
Beacon Pointe Advisors
California
$254K -$93.9K -3,196 -27%
KeyBank National Association
405
KeyBank National Association
Ohio
$251K +$11.1K +377 +5%
SCP
406
Stevens Capital Partners
Nebraska
$248K -$3.35K -114 -1%
RJT
407
Raymond James Trust
Florida
$247K -$617 -21 -0.2%
EA
408
Eclectic Associates
California
$245K
WS
409
Wedbush Securities
California
$244K -$112K -3,811 -31%
SW
410
Simplicity Wealth
New Jersey
$244K -$370K -12,605 -60%
MWM
411
Modera Wealth Management
New Jersey
$241K
CAM
412
Cresset Asset Management
Illinois
$240K +$5.9K +201 +3%
PIA
413
Perennial Investment Advisors
California
$240K -$14.8K -503 -6%
QAM
414
Q3 Asset Management
Michigan
$236K +$37K +1,260 +18%
OWP
415
Obermeyer Wealth Partners
Colorado
$234K
CCM
416
Crabel Capital Management
California
$232K -$577K -19,650 -71%
PFS
417
Prospera Financial Services
Texas
$229K -$334K -11,362 -59%
MIH
418
Meitav Investment House
Israel
$227K
AA
419
Alesco Advisors
New York
$227K
HNWAG
420
High Net Worth Advisory Group
Florida
$224K
CFP
421
Cypress Financial Planning
New Jersey
$223K +$224K +7,617 New
KCFA
422
Key Client Fiduciary Advisors
New Jersey
$223K -$2.5K -85 -1%
CAL
423
Capital Advisors Ltd
Ohio
$222K
RFN
424
RDA Financial Network
Iowa
$213K -$2.26K -77 -1%
AAM
425
Augustine Asset Management
Florida
$212K -$1.32K -45 -0.6%

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.