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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
SC
501
Schubert & Co
Texas
$13K
BC
502
Burleson & Co
California
$12K
AIP
503
Ameritas Investment Partners
Nebraska
$11K
WWP
504
WR Wealth Planners
Missouri
$10.7K
LCM
505
Logan Capital Management
Pennsylvania
$10K
RDIA
506
RE Dickinson Investment Advisors
Iowa
$10K
KFI
507
Key Financial Inc
Pennsylvania
$9K +$8.94K +301 New
MRCM
508
M&R Capital Management
New Jersey
$7K
NSIM
509
North Star Investment Management
Illinois
$7K +$7.48K +252 New
HWMA
510
Heritage Wealth Management (Arizona)
Arizona
$6K -$861 -29 -12%
BA
511
Bellwether Advisors
Nebraska
$6K
TWA
512
TCI Wealth Advisors
Arizona
$6K +$30 +1 +0.5%
AA
513
Addison Advisors
Vermont
$5K -$83.6K -2,817 -94%
SWA
514
SOA Wealth Advisors
New York
$5K
CHC
515
City Holding Co
West Virginia
$5K +$4.9K +165 New
SAM
516
Strategic Asset Management
Minnesota
$4K -$7.15K -241 -3%
TFP
517
Tilia Fiduciary Partners
North Carolina
$4K +$30 +1 +0.7%
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$3.98K +134 New
PWMG
519
Prestige Wealth Management Group
New Jersey
$3K
ZIG
520
Zullo Investment Group
Pennsylvania
$3K
BCA
521
Bray Capital Advisors
Florida
$2K
NIC
522
Northwest Investment Counselors
Oregon
$2K +$2.4K +81 New
HCP
523
Hexagon Capital Partners
Arkansas
$1K -$6.56K -221 -91%
IBOK
524
Independence Bank of Kentucky
Kentucky
$1K
JWM
525
Janiczek Wealth Management
Colorado
$1K

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.