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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
BAM
401
Belpointe Asset Management
Nevada
$277K -$157K -5,285 -36%
BMD
402
Better Money Decisions
New Mexico
$277K +$3.32K +112 +1%
SCA
403
Snowden Capital Advisors
New York
$275K -$4.21K -142 -2%
NHT
404
New Hampshire Trust
New Hampshire
$271K +$271K +9,139 New
HAIM
405
Hunter Associates Investment Management
Pennsylvania
$268K
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$259K -$122K -4,105 -32%
TPW
407
Transatlantique Private Wealth
New York
$259K -$1.19M -40,190 -82%
BPFA
408
Barnes Pettey Financial Advisors
Mississippi
$258K +$257K +8,677 New
IIM
409
InTrack Investment Management
Vermont
$254K +$33.4K +1,127 +15%
Millennium Management
410
Millennium Management
New York
$253K -$649K -21,896 -72%
AUIM
411
Aegon USA Investment Management
Iowa
$249K
MWM
412
Modera Wealth Management
New Jersey
$245K
IWS
413
Integrity Wealth Solutions
Colorado
$244K +$30.6K +1,033 +14%
PFM
414
Phillips Financial Management
Indiana
$242K -$56.4K -1,905 -19%
TCM
415
Towercrest Capital Management
Pennsylvania
$240K +$11.2K +377 +5%
CAM
416
Cresset Asset Management
Illinois
$239K +$239K +8,053 New
CIBC World Market
417
CIBC World Market
Ontario, Canada
$238K -$96.1K -3,244 -29%
OWP
418
Obermeyer Wealth Partners
Colorado
$237K
AAM
419
Augustine Asset Management
Florida
$237K +$236K +7,968 New
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$236K +$210K +7,097 +835%
CT
421
Colonial Trust
South Carolina
$236K +$19.8K +667 +9%
EGWAG
422
Elwood & Goetz Wealth Advisory Group
Georgia
$235K -$2.48M -83,600 -91%
IRC
423
Investors Research Corp
Georgia
$233K -$62.1K -2,095 -21%
MOS
424
MGO One Seven
Ohio
$230K +$230K +7,755 New
JSSH
425
J. Safra Sarasin Holding
$230K +$230K +7,754 New

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.