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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

457 hedge funds and large institutions have $114B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,761% more capital invested

Capital invested by funds: $6.1B → $114B (+$107B)

42% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 138

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

2% more funds holding

Funds holding: 446 → 457 (+11)

6.16% less ownership

Funds ownership: 79.32% → 73.16% (-6.2%)

13% less funds holding in top 10

Funds holding in top 10: 46 → 40 (-6)

Holders
457
Holders Change
+11
Holders Change %
+2.47%
% of All Funds
7.95%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.7%
New
52
Increased
196
Reduced
138
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
+$62.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$27.1M
4
RCIM
Red Cedar Investment Management
Michigan
+$26.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$23.2M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$407M
2
WA
WestEnd Advisors
North Carolina
-$75.6M
3
BlackRock
BlackRock
New York
-$50.5M
4
FRBONY
Federal Reserve Bank of New York
New York
-$50.5M
5
TC
TownSquare Capital
Utah
-$44.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
476
Kingfisher Capital
North Carolina
– -$502K -16,045 Closed
GF
477
Goodman Financial
Texas
– -$471K -15,054 Closed
SWM
478
Sanctuary Wealth Management
Idaho
– -$370K -11,804 Closed
TCWM
479
Total Clarity Wealth Management
Illinois
– -$330K -10,539 Closed
NL
480
Navalign LLC
California
– -$327K -10,434 Closed
NL
481
NWAM LLC
Washington
– -$311K -9,927 Closed
Financial Engines Advisors
482
Financial Engines Advisors
California
– -$301K -9,598 Closed
Bank of New York Mellon
483
Bank of New York Mellon
New York
– -$292K -9,330 Closed
Millennium Management
484
Millennium Management
New York
– -$262K -8,374 Closed
BTWM
485
Baker Tilly Wealth Management
Wisconsin
– -$262K -8,359 Closed
DBT
486
Dubuque Bank & Trust
Iowa
– -$261K -8,339 Closed
LSAG
487
Lake Street Advisors Group
New Hampshire
– -$235K -7,500 Closed
MSAM
488
Moloney Securities Asset Management
Missouri
– -$229K -7,317 Closed
BRWA
489
B. Riley Wealth Advisors
Florida
– -$206K -6,572 Closed
OWA
490
Outlook Wealth Advisors
Texas
– -$177K -5,651 Closed
IWP
491
IAG Wealth Partners
Wisconsin
– -$66K -2,087 Closed
TWP
492
TFO Wealth Partners
Ohio
– -$47K -1,492 Closed
EP
493
Eudaimonia Partners
Tennessee
– -$39K -1,238 Closed
CAC
494
Certified Advisory Corp
Florida
– -$33K -1,045 Closed
FGAM
495
Financial Gravity Asset Management
Texas
– -$22 -694 Closed
CL
496
COWA LLC
Oklahoma
– -$18K -566 Closed
ACM
497
Allred Capital Management
Texas
– -$12.5K -400 Closed
NIC
498
Northwest Investment Counselors
Oregon
– -$4K -126 Closed
HFS
499
Horizon Financial Services
North Carolina
– -$3K -95 Closed
16 17 18 19
20

SPSB Hedge Fund Activity: Q2 2021 in Review

457 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2021, worth a combined $114B — up 1,761% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPSB positions and 37 closed out — a net gain of 15 holders — while 196 added to existing stakes and 138 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $62.6M. The largest seller was TIAA FSB, cutting an estimated $407M.

  • 457 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2021, up from 446 in Q1 2021.
  • Funds reported $114B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2021, up 1,761% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2021 and 37 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2021 was Brown Brothers Harriman & Co, an estimated $62.6M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2021 was TIAA FSB, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2021.