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State Street SPDR Portfolio Short Term Corporate Bond ETF

519 hedge funds and large institutions have $5.62B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $5.08B → $5.62B (+$546M)

1.45% more ownership

Funds ownership: 70.74%72.19% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 200

7% less funds holding

Funds holding: 556519 (-37)

10% less funds holding in top 10

Funds holding in top 10: 4944 (-5)

45% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 66

Holders
519
Holders Change
-37
Holders Change %
-6.65%
% of All Funds
7.48%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.63%
New
36
Increased
213
Reduced
200
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$38.1M -$8.56M -287,624 -18%
Cohen & Steers
27
Cohen & Steers
New York
$38M +$23M +774,316 +154%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$37.2M +$6.2M +208,252 +20%
RVPG
29
Relative Value Partners Group
$37.2M +$33K +1,109 +0.1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$35.4M +$31.5M +1,057,210 +793%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$33.9M +$3.4M +114,222 +11%
CWP
32
Concord Wealth Partners
Virginia
$33.8M +$2.94M +98,724 +10%
HCP
33
Holt Capital Partners
Texas
$33.8M +$3.48M +116,840 +11%
HI
34
Horizon Investments
North Carolina
$32.8M +$23.3M +783,664 +246%
RCIM
35
Red Cedar Investment Management
Michigan
$32.3M -$2M -67,137 -6%
CAMV
36
Concord Asset Management (Virginia)
Virginia
$31.9M +$3.17M +106,557 +11%
LGWM
37
Litman Gregory Wealth Management
California
$30.8M -$27M -906,808 -47%
SPIA
38
Strategic Point Investment Advisors
Rhode Island
$29.4M +$520K +17,463 +2%
WCWM
39
Willow Creek Wealth Management
California
$27.7M +$2.02M +67,999 +8%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$27.4M +$13.2M +444,497 +94%
SWP
41
Strategic Wealth Partners
Ohio
$27.1M +$2.63M +88,306 +11%
Osaic Holdings
42
Osaic Holdings
Arizona
$26.7M -$8.51M -285,902 -24%
GAM
43
Gemmer Asset Management
California
$25.7M +$23.4K +787 +0.1%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$25.2M
CAN
45
Cetera Advisor Networks
California
$23.4M +$6.09M +204,798 +35%
WFS
46
Walker Financial Services
Kentucky
$22.9M +$891K +29,948 +4%
AFG
47
Arkansas Financial Group
Arkansas
$21.7M +$1.83M +61,450 +9%
CWM
48
Capital Wealth Management
Rhode Island
$21.4M +$2.77M +93,102 +15%
FFM
49
Flagstone Financial Management
Nebraska
$20.2M -$3.68M -123,752 -15%
CA
50
CoreCap Advisors
Michigan
$20.1M +$2.08M +69,804 +12%

SPSB Hedge Fund Activity: Q1 2024 in Review

519 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2024, worth a combined $5.62B — up 11% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SPSB and 36 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 213 added.

The largest buyer was JP Morgan Chase, adding an estimated $628M. The largest seller was Morgan Stanley, cutting an estimated $180M.

  • 519 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2024, down from 556 in Q4 2023.
  • Funds reported $5.62B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2024 and 66 closed out, a net change of -30 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $628M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2024.