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State Street SPDR Portfolio Short Term Corporate Bond ETF

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19%71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
476
Atwood & Palmer
Missouri
$39.4K -$2.96K -100 -7%
WOSD
477
WFA of San Diego
California
$39.3K +$39.2K +1,324 New
SWM
478
Spire Wealth Management
Virginia
$39.1K +$5.18K +175 +15%
ITIM
479
Indiana Trust & Investment Management
Indiana
$35.9K
Franklin Resources
480
Franklin Resources
California
$34.2K
AA
481
Ancora Advisors
Ohio
$33.2K
AF
482
Allworth Financial
California
$32.2K
TCPG
483
Trivant Custom Portfolio Group
California
$32K +$1.19K +40 +4%
CAS
484
Coppell Advisory Solutions
Texas
$30.7K +$30.6K +1,034 New
AIP
485
Ameritas Investment Partners
Nebraska
$30K
Jones Financial Companies
486
Jones Financial Companies
Missouri
$29.9K +$29.9K +1,008 New
WAS
487
Winch Advisory Services
Wisconsin
$29.6K -$4.98K -168 -14%
EWA
488
EverSource Wealth Advisors
Alabama
$29.4K -$33.1K -1,117 -53%
CA
489
Crewe Advisors
Utah
$27.4K +$593 +20 +2%
TIM
490
Tortoise Investment Management
New York
$26.7K
GJIA
491
Glass Jacobson Investment Advisors
Maryland
$25.2K
WA
492
WestEnd Advisors
North Carolina
$22.2K -$5.99K -202 -21%
KFI
493
Key Financial Inc
Pennsylvania
$20.8K
CHA
494
Carmichael Hill & Associates
Maryland
$19.7K
KHC
495
Koesten Hirschmann & Crabtree
Kansas
$19.6K
FRA
496
Front Row Advisors
California
$18.7K
TFA
497
Toth Financial Advisory
Virginia
$18.5K
JHCP
498
Jackson Hole Capital Partners
Oklahoma
$18.3K
CSC
499
Caldwell Sutter Capital
California
$17.1K
TWC
500
TD Waterhouse Canada
Ontario, Canada
$16.1K -$23.6K -796 -59%

SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.