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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
501
Ameritas Investment Partners
Nebraska
$11K
WWP
502
WR Wealth Planners
Missouri
$10.9K +$1.38K +46 +14%
LCM
503
Logan Capital Management
Pennsylvania
$10K
M
504
MOTCO
Texas
$10K
BHWM
505
Bay Harbor Wealth Management
Maryland
$9K +$9.29K +311 New
CI
506
CX Institutional
Indiana
$8K +$7.68K +257 New
HCP
507
Hexagon Capital Partners
Arkansas
$7K
MRCM
508
M&R Capital Management
New Jersey
$7K
HWMA
509
Heritage Wealth Management (Arizona)
Arizona
$6.96K
BA
510
Bellwether Advisors
Nebraska
$6K
TWA
511
TCI Wealth Advisors
Arizona
$6K +$30 +1 +0.5%
Northern Trust
512
Northern Trust
Illinois
$5K -$415K -13,887 -47%
SWA
513
SOA Wealth Advisors
New York
$5K
TFP
514
Tilia Fiduciary Partners
North Carolina
$5K +$30 +1 +0.7%
PO
515
Private Ocean
California
$4K
PWMG
516
Prestige Wealth Management Group
New Jersey
$3K
ZIG
517
Zullo Investment Group
Pennsylvania
$3K
MWC
518
MBM Wealth Consultants
Missouri
$2K -$161K -5,380 -99%
BCA
519
Bray Capital Advisors
Florida
$2K -$122K -4,080 -99%
LPWM
520
Lake Point Wealth Management
Texas
$2K
PP
521
Pacifica Partners
Canada
$2K
LWP
522
Lumature Wealth Partners
Georgia
$2K +$2.42K +81 New
PFA
523
Professional Financial Advisors
Nebraska
$1K -$60 -2 -5%
JWM
524
Janiczek Wealth Management
Colorado
$1K
MFAM
525
M Financial Asset Management
Oregon
$1K

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.