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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

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: 40 → 43 (+3)

2.83% less ownership

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

5% less funds holding

Funds holding: 457 → 433 (-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
–

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$46.8M
2
BMM
Berkshire Money Management
Massachusetts
+$44.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$35.4M
4
DC
Davenport & Co
Virginia
+$33.4M
5
B
Bailard
California
+$23M

Top Sellers

1
BlackRock
BlackRock
New York
-$230M
2
Citadel Advisors
Citadel Advisors
Florida
-$23.2M
3
RCIM
Red Cedar Investment Management
Michigan
-$21.8M
4
Jane Street
Jane Street
New York
-$18.1M
5
WP
WealthSource Partners
California
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
26
First Horizon Advisors
Tennessee
$44.1M +$1.87M +59,804 +4%
RA
27
Rodgers & Associates
Pennsylvania
$41.4M +$816K +26,102 +2%
Ameriprise
28
Ameriprise
Minnesota
$40.4M -$3.44M -110,080 -8%
BCMO
29
Buckingham Capital Management (Ohio)
Ohio
$39.4M -$530K -16,963 -1%
BMM
30
Berkshire Money Management
Massachusetts
$38.8M +$44.3M +1,417,946 New
IA
31
IndexIQ Advisors
New York
$38.8M +$7.99M +255,479 +26%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$38.6M +$2.72M +86,906 +8%
UBS Group
33
UBS Group
Switzerland
$36.5M +$2.55M +81,542 +7%
SFM
34
Soros Fund Management
New York
$34.8M – – –
DC
35
Davenport & Co
Virginia
$33.7M +$33.4M +1,069,380 +13,972%
BFM
36
Boston Financial Management
Massachusetts
$29.9M +$1.13M +36,203 +4%
CMA
37
Cedar Mountain Advisors
Oregon
$26.2M +$912K +29,168 +4%
B
38
Bailard
California
$25.4M +$23M +735,647 +943%
MNG
39
Manning & Napier Group
New York
$25M – – –
ERIM
40
Eagle Ridge Investment Management
Connecticut
$24.1M +$803K +25,693 +3%
PAG
41
Private Advisor Group
New Jersey
$23.9M +$2.31M +73,847 +11%
HCP
42
Holt Capital Partners
Texas
$23.7M +$1.04M +33,100 +5%
WP
43
WealthSource Partners
California
$23.7M -$16M -511,380 -40%
SFG
44
StrategIQ Financial Group
Indiana
$23.6M +$61.2K +1,956 +0.3%
William Blair & Company
45
William Blair & Company
Illinois
$23.6M -$1.05M -33,733 -4%
OAM
46
Occidental Asset Management
California
$22.6M +$505K +16,162 +2%
GAM
47
Gemmer Asset Management
California
$22.4M +$4.66M +149,048 +26%
AP
48
Advisors Preferred
Maryland
$20.9M +$512K +16,370 +3%
IF
49
IRON Financial
Illinois
$20.7M -$2.26M -72,368 -10%
GPWA
50
Great Point Wealth Advisors
Massachusetts
$20.7M +$767K +24,520 +4%
1
2
3 4 5

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.