We are live on ! Find out more
SPSB icon

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
CTA
426
Chesley Taft & Associates
Illinois
$207K +$205K +6,820 New
CFP
427
Cypress Financial Planning
New Jersey
$205K +$204K +6,784 New
AA
428
Alesco Advisors
New York
$203K +$201K +6,715 New
IA
429
IFP Advisors
Florida
$201K +$105K +3,498 +111%
TPW
430
Transatlantique Private Wealth
New York
$201K -$62.5K -2,082 -24%
NS
431
NBC Securities
Alabama
$183K +$6.48K +216 +4%
PS
432
Principal Securities
Iowa
$175K -$18.8K -627 -10%
BF
433
BOK Financial
Oklahoma
$170K
UB
434
UMB Bank
Missouri
$167K
FAM
435
Family Asset Management
South Carolina
$165K -$139K -4,638 -46%
WFA
436
Wells Financial Advisors
Massachusetts
$161K -$875K -29,167 -85%
AAP
437
Arax Advisory Partners
Colorado
$157K -$212K -7,071 -58%
Fidelity Investments
438
Fidelity Investments
Massachusetts
$140K -$71.8K -2,394 -34%
ACA
439
Atlas Capital Advisors
Wyoming
$134K
BL
440
BFSG LLC
California
$117K -$5.85K -195 -5%
WIM
441
Westside Investment Management
California
$115K +$10.5K +350 +10%
BTI
442
Blue Trust Inc
Georgia
$107K -$22.5K -749 -17%
SC
443
Stephens Consulting
Michigan
$102K +$1.44K +48 +1%
OC
444
Oarsman Capital
Wisconsin
$102K +$101K +3,379 New
PGAM
445
Princeton Global Asset Management
New Jersey
$102K +$101K +3,354 New
CT
446
Colonial Trust
South Carolina
$100K -$139K -4,637 -58%
OIA
447
Optimum Investment Advisors
Illinois
$99.9K
VAG
448
VisionPoint Advisory Group
Texas
$92.9K -$3M -99,870 -97%
CAL
449
Capital Analysts LLC
Pennsylvania
$88K -$14.9K -496 -15%
MWM
450
MGB Wealth Management
Texas
$86.3K

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.