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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

491 hedge funds and large institutions have $5.88B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 200 increasing their positions, 134 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

49% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 134

13% more funds holding

Funds holding: 433 → 491 (+58)

9% more funds holding in top 10

Funds holding in top 10: 43 → 47 (+4)

6.12% more ownership

Funds ownership: 70.33% → 76.45% (+6.1%)

95% less capital invested

Capital invested by funds: $123B → $5.88B (-$117B)

Holders
491
Holders Change
+58
Holders Change %
+13.39%
% of All Funds
7.56%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.72%
New
87
Increased
200
Reduced
134
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
+$220M
2
WA
WestEnd Advisors
North Carolina
+$125M
3
Bank of America
Bank of America
North Carolina
+$92.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.4M
5
AIA
Angeles Investment Advisors
California
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
-$38.8M
2
State Street
State Street
Massachusetts
-$32.8M
3
WP
WealthSource Partners
California
-$18.6M
4
DC
Davenport & Co
Virginia
-$11.4M
5
Wells Fargo
Wells Fargo
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
26
First Horizon Advisors
Tennessee
$43.8M +$57.2K +1,841 +0.1%
RA
27
Rodgers & Associates
Pennsylvania
$42.6M +$1.55M +49,850 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$40.6M +$2.33M +75,083 +6%
IA
29
IndexIQ Advisors
New York
$38.2M -$275K -8,848 -0.7%
UBS Group
30
UBS Group
Switzerland
$38.1M +$1.86M +59,987 +5%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$37.7M -$1.43M -46,004 -4%
SFM
32
Soros Fund Management
New York
$34.5M – – –
BFM
33
Boston Financial Management
Massachusetts
$30.1M +$561K +18,063 +2%
GAM
34
Gemmer Asset Management
California
$28.2M +$6.03M +194,075 +27%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$26.3M +$26.3M +847,800 New
CMA
36
Cedar Mountain Advisors
Oregon
$26.1M +$141K +4,547 +0.5%
FWM
37
Foresight Wealth Management
Utah
$25.2M +$8.4M +270,429 +50%
MNG
38
Manning & Napier Group
New York
$25.1M – – –
ERIM
39
Eagle Ridge Investment Management
Connecticut
$24.3M +$417K +13,410 +2%
HCP
40
Holt Capital Partners
Texas
$24.2M +$676K +21,772 +3%
SFG
41
StrategIQ Financial Group
Indiana
$23.3M -$71K -2,287 -0.3%
OAM
42
Occidental Asset Management
California
$22.6M +$189K +6,092 +0.8%
JP Morgan Chase
43
JP Morgan Chase
New York
$22.5M +$9.44M +303,872 +72%
DC
44
Davenport & Co
Virginia
$21.9M -$11.4M -368,524 -34%
AP
45
Advisors Preferred
Maryland
$21.8M +$1.1M +35,480 +5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$21.7M +$3.85M +123,837 +22%
IF
47
IRON Financial
Illinois
$21.1M +$583K +18,780 +3%
B
48
Bailard
California
$20.1M -$5.15M -165,807 -20%
GPWA
49
Great Point Wealth Advisors
Massachusetts
$19.7M -$837K -26,947 -4%
AWM
50
AE Wealth Management
Kansas
$18.7M +$11.9M +381,819 +172%
1
2
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SPSB Hedge Fund Activity: Q4 2021 in Review

491 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2021, worth a combined $5.88B — down 95% from $123B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 22 closed out — a net gain of 65 holders — while 200 added to existing stakes and 134 trimmed.

The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $220M. The largest seller was Berkshire Money Management, exiting entirely with an estimated $38.8M sold.

  • 491 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2021, up from 433 in Q3 2021.
  • Funds reported $5.88B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2021, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2021 and 22 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2021 was Hirtle Callaghan & Co, an estimated $220M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2021 was Berkshire Money Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q4 2021.