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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
426
Brown Advisory Securities
Maryland
$219K
FMN
427
Financial Management Network
California
$218K +$219K +7,344 New
TCM
428
Towercrest Capital Management
Pennsylvania
$214K -$6.66K -223 -3%
IWP
429
IAG Wealth Partners
Wisconsin
$207K -$209 -7 -0.1%
W
430
WealthOne
New York
$205K +$687 +23 +0.3%
BCM
431
Brookstone Capital Management
Illinois
$204K -$65.2K -2,182 -24%
CWMGP
432
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$204K -$47.7K -1,596 -19%
RI
433
Rinkey Investments
California
$202K -$43.8K -1,465 -18%
AWMG
434
Alliance Wealth Management Group
New Jersey
$202K -$6.31K -211 -3%
OPS
435
Orion Portfolio Solutions
Nebraska
$202K +$203K +6,805 New
CCA
436
Cadent Capital Advisors
Oklahoma
$200K +$657 +22 +0.3%
CA
437
CoreCap Advisors
Michigan
$198K -$13.2K -443 -6%
MIFH
438
Migdal Insurance & Financial Holdings
Israel
$191K +$7.47K +250 +4%
BCWM
439
Bartlett & Co Wealth Management
Ohio
$189K +$126K +4,203 +194%
ADL
440
Asset Dedication LLC
California
$189K
BC
441
Bartlett & Co
Ohio
$189K +$126K +4,203 +194%
IRC
442
Investors Research Corp
Georgia
$184K +$55.6K +1,860 +43%
EWA
443
EP Wealth Advisors
California
$172K -$23.7K -793 -12%
WOSD
444
WFA of San Diego
California
$169K +$170K +5,689 New
UB
445
UMB Bank
Missouri
$164K +$165K +5,505 New
HIA
446
Harbor Investment Advisory
Maryland
$152K
PFGIA
447
Patriot Financial Group Insurance Agency
Massachusetts
$151K +$24K +804 +19%
S
448
SignatureFD
Georgia
$133K +$134K +4,490 New
GI
449
Gradient Investments
Minnesota
$128K +$17.1K +572 +15%
TCWM
450
Total Clarity Wealth Management
Illinois
$124K +$124K +4,155 New

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.