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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

491 hedge funds and large institutions have $5.88B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 200 increasing their positions, 134 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

49% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 134

13% more funds holding

Funds holding: 433 → 491 (+58)

9% more funds holding in top 10

Funds holding in top 10: 43 → 47 (+4)

6.12% more ownership

Funds ownership: 70.33% → 76.45% (+6.1%)

95% less capital invested

Capital invested by funds: $123B → $5.88B (-$117B)

Holders
491
Holders Change
+58
Holders Change %
+13.39%
% of All Funds
7.56%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.72%
New
87
Increased
200
Reduced
134
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
+$220M
2
WA
WestEnd Advisors
North Carolina
+$125M
3
Bank of America
Bank of America
North Carolina
+$92.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.4M
5
AIA
Angeles Investment Advisors
California
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
-$38.8M
2
State Street
State Street
Massachusetts
-$32.8M
3
WP
WealthSource Partners
California
-$18.6M
4
DC
Davenport & Co
Virginia
-$11.4M
5
Wells Fargo
Wells Fargo
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
476
TCI Wealth Advisors
Arizona
$7K -$6.18K -199 -49%
BA
477
Bellwether Advisors
Nebraska
$6K – – –
CAM
478
Costello Asset Management
Pennsylvania
$6K – – –
SSB
479
Sandy Spring Bank
Maryland
$5K – – –
SWA
480
SOA Wealth Advisors
New York
$5K – – –
SAM
481
Strategic Asset Management
Minnesota
$5K +$31 +1 +0.6%
TFP
482
Tilia Fiduciary Partners
North Carolina
$5K +$4.69K +151 New
AA
483
Addison Advisors
Vermont
$5K +$4.82K +155 New
TAM
484
Tucker Asset Management
Colorado
$4.8K – – –
Simplex Trading
485
Simplex Trading
Illinois
$3K -$3.11K -100 -50%
PWMG
486
Prestige Wealth Management Group
New Jersey
$3K – – –
LFA
487
Level Financial Advisors
New York
$3K +$2.73K +88 New
LPWM
488
Lake Point Wealth Management
Texas
$2K – – –
PP
489
Pacifica Partners
Canada
$2K – – –
TFS
490
TrustCore Financial Services
Tennessee
$2K – – –
MFAM
491
M Financial Asset Management
Oregon
$1K +$777 +25 New
HFS
492
Hantz Financial Services
Michigan
$1K +$1.06K +34 New
WIM
493
Westside Investment Management
California
$370 +$340K +10,950 +1,095%
TWC
494
TD Waterhouse Canada
Ontario, Canada
$62 +$62 +2 New
BMM
495
Berkshire Money Management
Massachusetts
– -$38.8M -1,417,946 Closed
RCG
496
Rock Creek Group
District of Columbia
– -$4.54M -145,112 Closed
OMC
497
Old Mission Capital
Illinois
– -$2.76M -88,319 Closed
Susquehanna International Group
498
Susquehanna International Group
Pennsylvania
– -$1.37M -43,896 Closed
CAGAS
499
Capital Advisory Group Advisory Services
Minnesota
– -$834K -26,687 Closed
GRP
500
Global Retirement Partners
California
– -$645K -20,655 Closed
17 18 19
20
21

SPSB Hedge Fund Activity: Q4 2021 in Review

491 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2021, worth a combined $5.88B — down 95% from $123B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 22 closed out — a net gain of 65 holders — while 200 added to existing stakes and 134 trimmed.

The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $220M. The largest seller was Berkshire Money Management, exiting entirely with an estimated $38.8M sold.

  • 491 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2021, up from 433 in Q3 2021.
  • Funds reported $5.88B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2021, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2021 and 22 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2021 was Hirtle Callaghan & Co, an estimated $220M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2021 was Berkshire Money Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q4 2021.