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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 215 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 180

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $5.49B → $5.56B (+$66.9M)

0% less funds holding

Funds holding: 529528 (-1)

0.48% less ownership

Funds ownership: 71.42%70.95% (-0.48%)

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.58%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
49
Increased
215
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
401
Augustine Asset Management
Florida
$244K +$2.67K +89 +1%
CAM
402
Cresset Asset Management
Illinois
$244K +$30 +1 +0%
CIBC World Market
403
CIBC World Market
Ontario, Canada
$242K
HI
404
Harbour Investments
Wisconsin
$242K +$16.6K +552 +7%
OWP
405
Obermeyer Wealth Partners
Colorado
$242K
KFP
406
Keener Financial Planning
Texas
$241K +$141K +4,695 +143%
AWAU
407
Alliance Wealth Advisors (Utah)
Utah
$240K +$25.9K +864 +12%
JSSH
408
J. Safra Sarasin Holding
$235K
CAL
409
Capital Advisors Ltd
Ohio
$230K
KCFA
410
Key Client Fiduciary Advisors
New Jersey
$230K
IIM
411
InTrack Investment Management
Vermont
$230K -$28.9K -963 -11%
TCM
412
Towercrest Capital Management
Pennsylvania
$227K -$18.5K -615 -7%
Pathstone Holdings
413
Pathstone Holdings
New Jersey
$226K +$224K +7,469 New
CPCP
414
Cedar Point Capital Partners
Iowa
$223K +$221K +7,367 New
RI
415
Rinkey Investments
California
$222K +$18.2K +606 +9%
SMC
416
Smith, Moore & Co
Missouri
$222K -$107K -3,581 -33%
CCA
417
Cadent Capital Advisors
Oklahoma
$222K +$2.7K +90 +1%
AWM
418
Activest Wealth Management
Florida
$221K +$2.7K +90 +1%
GIA
419
Gladstone Institutional Advisory
Florida
$219K -$1.04M -34,730 -83%
AWMG
420
Alliance Wealth Management Group
New Jersey
$216K +$3.93K +131 +2%
GAA
421
Global Assets Advisory
Florida
$212K +$211K +7,030 New
CFP
422
Cascade Financial Partners
California
$212K +$212K +7,054 New
HNWAG
423
High Net Worth Advisory Group
Florida
$212K
Brown Advisory
424
Brown Advisory
Maryland
$212K
PI
425
PFG Investments
New York
$208K -$408K -13,611 -66%

SPSB Hedge Fund Activity: Q3 2024 in Review

528 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2024, worth a combined $5.56B — up 1.2% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPSB positions and 46 closed out — a net gain of 3 holders — while 215 added to existing stakes and 180 trimmed.

The largest buyer was Creative Planning, adding an estimated $91.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $108M sold.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2024, down from 529 in Q2 2024.
  • Funds reported $5.56B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2024 was Creative Planning, an estimated $91.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.