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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

528 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 215 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 180

5% more funds holding in top 10

Funds holding in top 10: 38 → 40 (+2)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $5.49B → $5.56B (+$66.9M)

0% less funds holding

Funds holding: 529 → 528 (-1)

0.48% less ownership

Funds ownership: 71.42% → 70.95% (-0.48%)

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.58%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
49
Increased
215
Reduced
180
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$91.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$37.6M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$28.1M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$23.1M
5
HVIA
Hudson Valley Investment Advisors
New York
+$15.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$108M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$47.2M
3
AC
Allstate Corporation
Illinois
-$38.2M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$25.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
501
Logan Capital Management
Pennsylvania
$10.1K – – –
M
502
MOTCO
Texas
$9.9K – – –
BSB
503
Bangor Savings Bank
Maine
$9.21K +$9.12K +304 New
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$8.99K – – –
SS
505
Sunbelt Securities
Texas
$8.3K – – –
MRCM
506
M&R Capital Management
New Jersey
$7.84K – – –
RWA
507
Redmont Wealth Advisors
Illinois
$7.63K – – –
GTAM
508
Global Trust Asset Management
Florida
$7.57K +$7.5K +250 New
RI
509
Ridgewood Investments
New Jersey
$6.33K -$180 -6 -3%
TFA
510
Transamerica Financial Advisors
Florida
$6K -$960K -32,000 -99%
SWA
511
SOA Wealth Advisors
New York
$5.6K – – –
MLA
512
MB, Levis & Associates
Pennsylvania
$4.54K +$60 +2 +1%
1IA
513
1620 Investment Advisors
Massachusetts
$4.54K – – –
RCM
514
Raleigh Capital Management
North Carolina
$4.09K +$4.05K +135 New
BWL
515
Bogart Wealth LLC
Virginia
$3.3K – – –
BCMLT
516
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.18K +$3.15K +105 New
HIA
517
Harbor Investment Advisory
Maryland
$3.06K – – –
GSEP
518
Golden State Equity Partners
California
$2.03K +$2.01K +67 New
BCA
519
Bray Capital Advisors
Florida
$1.82K – – –
CIAS
520
Capital Investment Advisory Services
North Carolina
$1.64K – – –
TAM
521
Tucker Asset Management
Colorado
$1.27K – – –
WWP
522
WR Wealth Planners
Missouri
$696 +$690 +23 New
AA
523
Addison Advisors
Vermont
$606 – – –
GFPC
524
Global Financial Private Client
Florida
$606 – – –
CPA
525
Capital Performance Advisors
California
$484 +$480 +16 New
19 20
21
22 23

SPSB Hedge Fund Activity: Q3 2024 in Review

528 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2024, worth a combined $5.56B — up 1.2% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPSB positions and 46 closed out — a net gain of 3 holders — while 215 added to existing stakes and 180 trimmed.

The largest buyer was Creative Planning, adding an estimated $91.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $108M sold.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2024, down from 529 in Q2 2024.
  • Funds reported $5.56B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2024 was Creative Planning, an estimated $91.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.