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State Street SPDR Portfolio Short Term Corporate Bond ETF

433 hedge funds and large institutions have $123B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 197 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 126

9% more capital invested

Capital invested by funds: $114B → $123B (+$9.79B)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.83% less ownership

Funds ownership: 73.16%70.33% (-2.8%)

5% less funds holding

Funds holding: 457433 (-24)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
433
Holders Change
-24
Holders Change %
-5.25%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
29
Increased
197
Reduced
126
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
451
Level Four Advisory Services
Texas
-$457K -14,610 Closed
WAP
452
Wealthcare Advisory Partners
Pennsylvania
-$384K -12,267 Closed
W
453
Wealthquest
Ohio
-$347K -11,112 Closed
OWA
454
One Wealth Advisors
California
-$304K -9,711 Closed
PPW
455
Parcion Private Wealth
Washington
-$302K -9,635 Closed
MGIA
456
Matthew Goff Investment Advisor
Texas
-$254K -8,115 Closed
OWP
457
Obermeyer Wealth Partners
Colorado
-$250K -7,984 Closed
PA
458
PFG Advisors
Arizona
-$244K -7,790 Closed
LJAC
459
L.J. Altfest & Co
New York
-$232K -7,405 Closed
JWCA
460
J.W. Cole Advisors
Florida
-$227K -7,250 Closed
WCFA
461
Walkner Condon Financial Advisors
Wisconsin
-$206K -6,672 Closed
NWA
462
New World Advisors
Massachusetts
-$209K -6,665 Closed
PWM
463
Palumbo Wealth Management
New York
-$209K -6,665 Closed
CG
464
Colony Group
Massachusetts
-$204K -6,506 Closed
CA
465
Cambridge Associates
Massachusetts
-$190K -6,066 Closed
SIC
466
Salem Investment Counselors
North Carolina
-$85K -2,700 Closed
ASN
467
Advisory Services Network
Georgia
-$57K -1,823 Closed
WP
468
WealthShield Partners
North Carolina
-$35K -1,110 Closed
SBL
469
Sargent Bickham Lagudis
Colorado
-$28K -901 Closed
SL
470
Savior LLC
Massachusetts
-$28K -890 Closed
AWMS
471
Advocacy Wealth Management Services
Georgia
-$11K -365 Closed
PFA
472
Professional Financial Advisors
Nebraska
-$11K -364 Closed
PWP
473
Personal Wealth Partners
Minnesota
-$9K -303 Closed
CMBA
474
C.M. Bidwell & Associates
Hawaii
-$9K -300 Closed
BFC
475
Bedel Financial Consulting
Indiana
-$8K -269 Closed

SPSB Hedge Fund Activity: Q3 2021 in Review

433 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2021, worth a combined $123B — up 8.6% from $114B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SPSB and 29 opened new positions — a net loss of 10 holders — while 126 trimmed existing stakes and 197 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $230M.

  • 433 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2021, down from 457 in Q2 2021.
  • Funds reported $123B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2021 and 39 closed out, a net change of -10 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2021 was Brown Brothers Harriman & Co, an estimated $46.8M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2021.