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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
SPSB
549 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 228 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
3.22% less ownership
Funds ownership: 75.16% → 71.94% (-3.2%)
4% less funds holding
Funds holding: 570 → 549 (-21)
6% less funds holding in top 10
Funds holding in top 10: 64 → 60 (-4)
15% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 228
15% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 60
23% less capital invested
Capital invested by funds: $7.17B → $5.56B (-$1.62B)
Holders
549
Holders Change
-21
Holders Change %
-3.68%
% of All Funds
8.75%
Holding in Top 10
60
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.25%
% of All Funds
0.96%
New
51
Increased
194
Reduced
228
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$113M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$39.8M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$37M |
| 4 |
Morgan Stanley
New York
|
+$35.7M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$23.9M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$97M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$60.9M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$58.5M |
| 4 |
JP Morgan Chase
New York
|
-$57.7M |
| 5 |
SB
Sunflower Bank
Dallas,
Texas
|
-$45.7M |
