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State Street SPDR Portfolio Short Term Corporate Bond ETF

527 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% less ownership

Funds ownership: 70.56%69.39% (-1.2%)

4% less funds holding

Funds holding: 547527 (-20)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

11% less capital invested

Capital invested by funds: $5.77B → $5.11B (-$660M)

20% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 61

20% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 221

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.36%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
476
Trivant Custom Portfolio Group
California
$30.2K
AIP
477
Ameritas Investment Partners
Nebraska
$29.6K
AAG
478
Armstrong Advisory Group
Massachusetts
$28.8K +$28.9K +983 New
TIM
479
Tortoise Investment Management
New York
$26.4K
FWP
480
FAS Wealth Partners
Kansas
$26.3K +$117 +4 +0.4%
GJIA
481
Glass Jacobson Investment Advisors
Maryland
$24.9K +$25K +850 New
BIA
482
Bell Investment Advisors
California
$23.8K -$12.2K -417 -34%
HIA
483
Harbor Investment Advisory
Maryland
$23.5K
EDRH
484
Edmond de Rothschild Holding
Switzerland
$23.5K -$35.2K -1,200 -60%
TSWM
485
Tyler-Stone Wealth Management
Ohio
$22K
S
486
SignatureFD
Georgia
$22K -$13.2K -450 -38%
KFI
487
Key Financial Inc
Pennsylvania
$20.5K -$8.84K -301 -30%
CHA
488
Carmichael Hill & Associates
Maryland
$19.4K
FRA
489
Front Row Advisors
California
$18.5K
TFA
490
Toth Financial Advisory
Virginia
$18.3K
JHCP
491
Jackson Hole Capital Partners
Oklahoma
$18K
CSC
492
Caldwell Sutter Capital
California
$16.9K
AF
493
Allworth Financial
California
$16.3K -$12.3K -419 -43%
TWC
494
TD Waterhouse Canada
Ontario, Canada
$15.9K
Bessemer Group
495
Bessemer Group
New Jersey
$15K +$15.2K +516 New
IA
496
IFP Advisors
Florida
$14.8K
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$14.7K +$14.7K +500 New
AssetMark Inc
498
AssetMark Inc
California
$14.5K +$2.56K +87 +21%
CAL
499
Capital Analysts LLC
Pennsylvania
$14K +$147 +5 +1%
WA
500
WestEnd Advisors
North Carolina
$13.7K +$13.7K +467 New

SPSB Hedge Fund Activity: Q3 2023 in Review

527 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2023, worth a combined $5.11B — down 11% from $5.77B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of SPSB and 49 opened new positions — a net loss of 12 holders — while 221 trimmed existing stakes and 176 added.

The largest buyer was Creative Planning, adding an estimated $117M. The largest seller was Jane Street, cutting an estimated $138M.

  • 527 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2023, down from 547 in Q2 2023.
  • Funds reported $5.11B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2023 and 61 closed out, a net change of -12 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2023 was Creative Planning, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.