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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$52.5M +$2.61M +87,803 +5%
BFM
27
Boston Financial Management
Massachusetts
$50M +$5.28M +178,006 +12%
Osaic Holdings
28
Osaic Holdings
Arizona
$44.1M +$517K +17,401 +1%
BWM
29
Baystate Wealth Management
Massachusetts
$42.4M +$292K +9,850 +0.7%
SB
30
Sunflower Bank
Texas
$41.2M -$592K -19,948 -1%
RA
31
Rodgers & Associates
Pennsylvania
$40.4M -$344K -11,592 -0.8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$38.8M +$8.52M +286,888 +28%
RVPG
33
Relative Value Partners Group
$38M -$1.61M -54,259 -4%
AIM
34
Astor Investment Management
Illinois
$37.7M -$993K -33,441 -3%
JP Morgan Chase
35
JP Morgan Chase
New York
$33.7M -$9.9M -333,429 -22%
SFM
36
Soros Fund Management
New York
$32.5M
FHA
37
First Horizon Advisors
Tennessee
$31.6M -$15.5M -520,964 -33%
RCIM
38
Red Cedar Investment Management
Michigan
$31M +$19.6M +660,553 +165%
BCMO
39
Buckingham Capital Management (Ohio)
Ohio
$30.7M -$3.46M -116,518 -10%
MA
40
MCF Advisors
Kentucky
$30.2M +$30.7M +1,032,944 New
ERIM
41
Eagle Ridge Investment Management
Connecticut
$26.9M +$3.11M +104,857 +13%
PAG
42
Private Advisor Group
New Jersey
$26.8M +$11.3M +380,098 +71%
GAM
43
Gemmer Asset Management
California
$26.5M -$954K -32,135 -3%
HCP
44
Holt Capital Partners
Texas
$25.4M -$1.92M -64,775 -7%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$24.8M
CJFS
46
Coulter & Justus Financial Services
Tennessee
$24.4M +$5.84M +196,745 +31%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$24.1M +$3.43M +115,614 +16%
CMA
48
Cedar Mountain Advisors
Oregon
$24M -$1.15M -38,595 -4%
CCMG
49
Clark Capital Management Group
Pennsylvania
$23.6M +$1.84M +62,112 +8%
SFG
50
StrategIQ Financial Group
Indiana
$23M +$463K +15,598 +2%

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.