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State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.56B → $5.77B (+$214M)

3% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 59

0% less funds holding

Funds holding: 549547 (-2)

1.37% less ownership

Funds ownership: 71.94%70.56% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6056 (-4)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.59%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
476
Kelly Financial Services
Massachusetts
$58.7K +$531 +18 +0.9%
BONH
477
Bank of New Hampshire
New Hampshire
$55.8K
NRC
478
New Republic Capital
North Carolina
$51.3K
ODG
479
O'Dell Group
Ohio
$50.8K +$51K +1,727 New
APC
480
Aspire Private Capital
North Carolina
$48.8K +$3.25K +110 +7%
BWM
481
BerganKDV Wealth Management
Minnesota
$47K -$65K -2,202 -58%
Fidelity Investments
482
Fidelity Investments
Massachusetts
$43.9K -$52.6K -1,782 -54%
OHWP
483
Oak Harbor Wealth Partners
North Carolina
$43.7K
AP
484
Atwood & Palmer
Missouri
$42K
WT
485
Washington Trust
Rhode Island
$41.2K
WAS
486
Winch Advisory Services
Wisconsin
$40K -$1.74K -59 -4%
BIA
487
Bell Investment Advisors
California
$36.2K -$6.58K -223 -15%
AWM
488
Avior Wealth Management
Nebraska
$36K +$36.1K +1,222 New
SWM
489
Spire Wealth Management
Virginia
$35.4K -$14.6K -495 -29%
S
490
SignatureFD
Georgia
$35.3K -$45.3K -1,534 -56%
MAWCM
491
Mine & Arao Wealth Creation & Management
California
$30.9K
TCPG
492
Trivant Custom Portfolio Group
California
$30.3K
AIP
493
Ameritas Investment Partners
Nebraska
$29.8K
KFI
494
Key Financial Inc
Pennsylvania
$29.5K
FFA
495
Founders Financial Alliance
North Carolina
$29.1K +$7.94K +269 +37%
HBW
496
Hazlett, Burt & Watson
West Virginia
$29K
AF
497
Allworth Financial
California
$28.7K +$7.85K +266 +38%
HCP
498
Hexagon Capital Partners
Arkansas
$28.6K -$66.3K -2,244 -70%
RPCA
499
Running Point Capital Advisors
California
$28.1K
TIM
500
Tortoise Investment Management
New York
$26.5K

SPSB Hedge Fund Activity: Q2 2023 in Review

547 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2023, worth a combined $5.77B — up 3.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPSB positions and 59 closed out — a net gain of 2 holders — while 194 added to existing stakes and 222 trimmed.

The largest buyer was Jane Street, adding an estimated $149M. The largest seller was State Street, cutting an estimated $143M.

  • 547 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2023, down from 549 in Q1 2023.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2023 and 59 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $149M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2023 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2023.