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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
26
Huntington National Bank
Ohio
$51.3M
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$50.8M -$14.7M -491,878 -22%
RJA
28
Raymond James & Associates
Florida
$48.6M -$47.6M -1,593,369 -49%
FHA
29
First Horizon Advisors
Tennessee
$47.6M +$47.4M +1,585,154 +9,172%
BFM
30
Boston Financial Management
Massachusetts
$45.6M +$3.94M +131,790 +9%
TC
31
TownSquare Capital
Utah
$45.5M +$3M +100,482 +7%
Osaic Holdings
32
Osaic Holdings
Arizona
$44.4M +$12.1M +405,593 +37%
JP Morgan Chase
33
JP Morgan Chase
New York
$44.2M +$11.6M +387,104 +35%
BWM
34
Baystate Wealth Management
Massachusetts
$42.9M -$5.54M -185,522 -11%
SB
35
Sunflower Bank
Texas
$42.5M -$11.3M -377,062 -21%
Jane Street
36
Jane Street
New York
$41.7M -$52.8M -1,766,142 -56%
RA
37
Rodgers & Associates
Pennsylvania
$41.5M +$383K +12,821 +0.9%
RVPG
38
Relative Value Partners Group
$40.3M -$1.99M -66,583 -5%
AIM
39
Astor Investment Management
Illinois
$39.4M +$39.6M +1,324,800 New
BCMO
40
Buckingham Capital Management (Ohio)
Ohio
$34.7M -$915K -30,630 -3%
SFM
41
Soros Fund Management
New York
$33.1M
RJFSA
42
Raymond James Financial Services Advisors
Florida
$30.9M -$5.31M -177,740 -15%
LGWM
43
Litman Gregory Wealth Management
California
$28.3M +$7.09M +237,286 +33%
GAM
44
Gemmer Asset Management
California
$28M -$2.4M -80,296 -8%
HCP
45
Holt Capital Partners
Texas
$27.8M +$4.37M +146,310 +19%
CMA
46
Cedar Mountain Advisors
Oregon
$25.6M -$56.6K -1,895 -0.2%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$25.2M
ERIM
48
Eagle Ridge Investment Management
Connecticut
$24.2M +$464K +15,530 +2%
PA
49
Parallel Advisors
California
$23.9M +$16.4M +547,233 +212%
MNG
50
Manning & Napier Group
New York
$23M

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.