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State Street SPDR Portfolio Short Term Corporate Bond ETF

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19%71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
451
Westside Investment Management
California
$102K
CAL
452
Capital Analysts LLC
Pennsylvania
$101K +$86.1K +2,906 +593%
YDMI
453
Y.D. More Investments
Israel
$100K
SC
454
Stephens Consulting
Michigan
$99K +$98.7K +3,333 New
OIA
455
Optimum Investment Advisors
Illinois
$98K
KFP
456
Keener Financial Planning
Texas
$97K +$27.7K +936 +40%
TWP
457
Triad Wealth Partners
Kansas
$96.1K +$95.8K +3,235 New
IA
458
IFP Advisors
Florida
$93.6K +$296 +10 +0.3%
OC
459
Oakworth Capital
Alabama
$90.6K -$130K -4,389 -59%
GI
460
Gradient Investments
Minnesota
$88.2K -$30 -1 -0%
MWM
461
MGB Wealth Management
Texas
$85K
SC
462
SouthState Corp
Florida
$82K +$81.8K +2,761 New
CA
463
Clearstead Advisors
Ohio
$73.5K +$73.3K +2,475 New
IAIM
464
International Assets Investment Management
Florida
$68.5K +$68.4K +2,308 New
BFEC
465
Benjamin F. Edwards & Company
Missouri
$67K
SIC
466
SJS Investment Consulting
Ohio
$66.7K +$25.2K +850 +61%
TCM
467
TD Capital Management
Tennessee
$60.7K
ACA
468
American Capital Advisory
Idaho
$59.6K +$59.3K +2,000 New
IHWM
469
Iron Horse Wealth Management
Iowa
$58.2K -$5.27K -178 -8%
LI
470
LRI Investments
Florida
$58K
NP
471
NorthRock Partners
Minnesota
$54.3K -$42.1K -1,421 -44%
RCM
472
Richardson Capital Management
Wisconsin
$54K +$652 +22 +1%
HWA
473
HHM Wealth Advisors
Tennessee
$50.2K
WT
474
Washington Trust
Rhode Island
$49.6K -$198K -6,680 -80%
OHWP
475
Oak Harbor Wealth Partners
North Carolina
$44.1K

SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.