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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.18B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 528528 (0)

3.45% less ownership

Funds ownership: 76.75%73.29% (-3.5%)

9% less capital invested

Capital invested by funds: $5.73B → $5.18B (-$544M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 210

Holders
528
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.05%
New
53
Increased
177
Reduced
210
Closed
49
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
476
Citigroup
New York
$35K
WBC
477
West Branch Capital
Massachusetts
$35K
BHWM
478
Beaird Harris Wealth Management
Texas
$35K +$36K +1,214 New
CSPAM
479
Cary Street Partners Asset Management
Virginia
$32K +$32.7K +1,100 New
MAWCM
480
Mine & Arao Wealth Creation & Management
California
$31K
AWM
481
Accel Wealth Management
Iowa
$29K
BWP
482
Baldwin Wealth Partners
Massachusetts
$29K
HBW
483
Hazlett, Burt & Watson
West Virginia
$29K +$30 +1 +0.1%
TIM
484
Tortoise Investment Management
New York
$26K -$25.2K -850 -49%
LC
485
Lindbrook Capital
California
$22K
TFS
486
TrustCore Financial Services
Tennessee
$22K
TSWM
487
Tyler-Stone Wealth Management
Ohio
$22K
KFS
488
Kelly Financial Services
Massachusetts
$20.7K +$21K +707 New
FFA
489
Founders Financial Alliance
North Carolina
$20K +$20.4K +688 New
FRA
490
Front Row Advisors
California
$18K
JHCP
491
Jackson Hole Capital Partners
Oklahoma
$18K
SC
492
SouthState Corp
Florida
$18K
TFA
493
Toth Financial Advisory
Virginia
$18K +$18.5K +623 New
PI
494
PFS Investments
Georgia
$16K -$3.73M -125,494 -19%
FCA
495
FinTrust Capital Advisors
South Carolina
$16K +$30 +1 +0.2%
HI
496
Hudock Inc
Pennsylvania
$16K +$17K +573 New
TWC
497
TD Waterhouse Canada
Ontario, Canada
$15.9K
LFA
498
Legend Financial Advisors
Pennsylvania
$15.3K +$15.6K +525 New
FWP
499
FAS Wealth Partners
Kansas
$15K
CAL
500
Capital Analysts LLC
Pennsylvania
$14K +$59 +2 +0.4%

SPSB Hedge Fund Activity: Q3 2022 in Review

528 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2022, worth a combined $5.18B — down 9.5% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 49 closed out — a net gain of 4 holders — while 177 added to existing stakes and 210 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Fisher Asset Management, cutting an estimated $340M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5.18B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2022 and 49 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2022.