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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 215 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 180

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $5.49B → $5.56B (+$66.9M)

0% less funds holding

Funds holding: 529528 (-1)

0.48% less ownership

Funds ownership: 71.42%70.95% (-0.48%)

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.58%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
49
Increased
215
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Concord Wealth Partners
Virginia
$38.9M +$1.17M +38,930 +3%
BCMO
27
Buckingham Capital Management (Ohio)
Ohio
$38.5M +$746K +24,872 +2%
CAMV
28
Concord Asset Management (Virginia)
Virginia
$38.4M +$2.47M +82,406 +7%
Ameriprise
29
Ameriprise
Minnesota
$37.6M -$653K -21,753 -2%
HCP
30
Holt Capital Partners
Texas
$35.3M +$5.97M +198,966 +21%
SWP
31
Strategic Wealth Partners
Ohio
$32.1M +$2.61M +86,993 +9%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$32M +$28.1M +935,389 +761%
TC
33
TownSquare Capital
Utah
$30.9M +$1.44M +47,960 +5%
HVIA
34
Hudson Valley Investment Advisors
New York
$30.8M +$15.9M +529,121 +108%
WCWM
35
Willow Creek Wealth Management
California
$30.7M +$1.41M +46,843 +5%
SPIA
36
Strategic Point Investment Advisors
Rhode Island
$30.3M +$441K +14,683 +1%
AFG
37
Arkansas Financial Group
Arkansas
$29.8M +$5.24M +174,813 +22%
LGWM
38
Litman Gregory Wealth Management
California
$29.1M +$1.81M +60,170 +7%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$28.7M -$637K -21,239 -2%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$28.5M -$4.3M -143,184 -13%
GAM
41
Gemmer Asset Management
California
$27.9M +$449K +14,955 +2%
Osaic Holdings
42
Osaic Holdings
Arizona
$27.7M +$366K +12,202 +1%
RCIM
43
Red Cedar Investment Management
Michigan
$27M -$1.08M -35,845 -4%
WFS
44
Walker Financial Services
Kentucky
$26.9M +$2.5M +83,413 +10%
AC
45
Allstate Corporation
Illinois
$25.6M -$38.2M -1,272,120 -60%
CWM
46
Capital Wealth Management
Rhode Island
$25.1M +$561K +18,691 +2%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$24.1M +$1.2M +40,056 +5%
CMA
48
Cedar Mountain Advisors
Oregon
$22.4M +$2M +66,549 +10%
MNA
49
Manning & Napier Advisors
New York
$20.8M -$14.8M -492,998 -42%
FFM
50
Flagstone Financial Management
Nebraska
$20.7M +$508K +16,938 +3%

SPSB Hedge Fund Activity: Q3 2024 in Review

528 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2024, worth a combined $5.56B — up 1.2% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPSB positions and 46 closed out — a net gain of 3 holders — while 215 added to existing stakes and 180 trimmed.

The largest buyer was Creative Planning, adding an estimated $91.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $108M sold.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2024, down from 529 in Q2 2024.
  • Funds reported $5.56B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2024 was Creative Planning, an estimated $91.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.