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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.18B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 528528 (0)

3.45% less ownership

Funds ownership: 76.75%73.29% (-3.5%)

9% less capital invested

Capital invested by funds: $5.73B → $5.18B (-$544M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 210

Holders
528
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.05%
New
53
Increased
177
Reduced
210
Closed
49
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
451
Franklin Resources
California
$88K
IA
452
IFP Advisors
Florida
$76K +$5.43K +183 +8%
CFB
453
Cullen/Frost Bankers
Texas
$76K +$77.1K +2,598 New
Fidelity Investments
454
Fidelity Investments
Massachusetts
$69K +$5.17K +174 +8%
CIAS
455
Capital Investment Advisory Services
North Carolina
$68K +$3K +101 +5%
IHWM
456
Iron Horse Wealth Management
Iowa
$67K -$6.65M -224,025 -99%
HWM
457
HighMark Wealth Management
Minnesota
$67K +$2.85K +96 +4%
BC
458
Bartlett & Co
Ohio
$66K -$122K -4,120 -65%
BCWM
459
Bartlett & Co Wealth Management
Ohio
$65.7K -$122K -4,120 -65%
CHA
460
Carmichael Hill & Associates
Maryland
$59K +$39.9K +1,344 +203%
EDRH
461
Edmond de Rothschild Holding
Switzerland
$59K +$59.4K +2,000 New
BONH
462
Bank of New Hampshire
New Hampshire
$55K
BIA
463
Bell Investment Advisors
California
$53K -$3.94M -132,785 -99%
ODG
464
O'Dell Group
Ohio
$50K
SWM
465
Spire Wealth Management
Virginia
$49K -$26.4K -888 -35%
HWA
466
HHM Wealth Advisors
Tennessee
$49K -$22.4K -755 -31%
AF
467
Allworth Financial
California
$49K +$38.3K +1,291 +323%
BWM
468
BerganKDV Wealth Management
Minnesota
$47K
CYG
469
Clean Yield Group
Vermont
$45K -$59.4K -2,000 -57%
APC
470
Aspire Private Capital
North Carolina
$45K +$475 +16 +1%
OHWP
471
Oak Harbor Wealth Partners
North Carolina
$43K -$26.7K -900 -38%
WAS
472
Winch Advisory Services
Wisconsin
$42K -$9.77K -329 -19%
AP
473
Atwood & Palmer
Missouri
$42K
WT
474
Washington Trust
Rhode Island
$42K
WA
475
WestEnd Advisors
North Carolina
$36K -$51.9M -1,747,870 -100%

SPSB Hedge Fund Activity: Q3 2022 in Review

528 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2022, worth a combined $5.18B — down 9.5% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 49 closed out — a net gain of 4 holders — while 177 added to existing stakes and 210 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Fisher Asset Management, cutting an estimated $340M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5.18B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2022 and 49 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2022.