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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
PIA
426
Perennial Investment Advisors
California
$255K -$159K -5,375 -38%
SCP
427
Stevens Capital Partners
Nebraska
$252K -$366K -12,397 -59%
RJT
428
Raymond James Trust
Florida
$248K +$249K +8,436 New
EA
429
Eclectic Associates
California
$246K
MWM
430
Modera Wealth Management
New Jersey
$242K +$243K +8,234 New
KeyBank National Association
431
KeyBank National Association
Ohio
$241K
GI
432
Gradient Investments
Minnesota
$240K -$23.8M -807,434 -99%
OWP
433
Obermeyer Wealth Partners
Colorado
$235K
CAM
434
Cresset Asset Management
Illinois
$235K +$236K +7,984 New
MIH
435
Meitav Investment House
Israel
$228K -$26.6K -900 -10%
AA
436
Alesco Advisors
New York
$228K +$229K +7,740 New
KCFA
437
Key Client Fiduciary Advisors
New Jersey
$226K -$44.3K -1,500 -16%
HNWAG
438
High Net Worth Advisory Group
Florida
$225K +$225K +7,637 New
CAL
439
Capital Advisors Ltd
Ohio
$223K
OCM
440
One Capital Management
California
$222K +$7.47K +253 +3%
TFA
441
Tranquilli Financial Advisor
New Jersey
$220K +$221K +7,480 New
RFN
442
RDA Financial Network
Iowa
$216K +$13.3K +450 +7%
AAM
443
Augustine Asset Management
Florida
$215K -$1.33K -45 -0.6%
CWMGP
444
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$209K -$2.45K -83 -1%
W
445
WealthOne
New York
$208K +$1.92K +65 +0.9%
FAM
446
Family Asset Management
South Carolina
$208K -$43.4K -1,471 -17%
CAG
447
Csenge Advisory Group
Florida
$206K +$207K +7,008 New
UFA
448
US Financial Advisors
Massachusetts
$205K
CCA
449
Cadent Capital Advisors
Oklahoma
$203K +$1.86K +63 +0.9%
IIM
450
InTrack Investment Management
Vermont
$203K +$204K +6,894 New

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.