We are live on ! Find out more
SPSB icon

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
IBOK
526
Independence Bank of Kentucky
Kentucky
$1K +$807 +27 New
Bank of Montreal
527
Bank of Montreal
Ontario, Canada
$611 -$38.6K -1,290 -6%
BRWM
528
B. Riley Wealth Management
Tennessee
$375 +$376K +12,597 New
WIM
529
Westside Investment Management
California
$87 -$203K -6,800 -70%
RDIA
530
RE Dickinson Investment Advisors
Iowa
$10
BBHC
531
Brown Brothers Harriman & Co
New York
-$102M -3,375,000 Closed
CWM
532
Cabot Wealth Management
Massachusetts
-$8.61M -285,687 Closed
HW
533
Hedeker Wealth
Illinois
-$7.15M -237,430 Closed
Susquehanna International Group
534
Susquehanna International Group
Pennsylvania
-$7.08M -234,983 Closed
QAM
535
Q3 Asset Management
Michigan
-$4.9M -162,890 Closed
PAG
536
Private Advisory Group
Washington
-$3.73M -123,908 Closed
EM
537
Excalibur Management
Massachusetts
-$2.69M -89,158 Closed
CF
538
Centaurus Financial
California
-$1.93M -63,964 Closed
WP
539
WealthSource Partners
California
-$1.19M -39,593 Closed
HF
540
HRT Financial
New York
-$894K -29,674 Closed
FAIM
541
Financial Advocates Investment Management
Washington
-$820K -27,230 Closed
APWA
542
Atlas Private Wealth Advisors
New Jersey
-$820K -27,214 Closed
5L
543
55I LLC
Massachusetts
-$648K -21,520 Closed
CFMC
544
Curbstone Financial Management Corp
New Hampshire
-$513K -17,020 Closed
CCA
545
Catalyst Capital Advisors
New York
-$488K -16,200 Closed
TCM
546
Teza Capital Management
Illinois
-$488K -16,200 Closed
GA
547
GoalVest Advisory
New York
-$345K -11,439 Closed
VWA
548
V Wealth Advisors
Kansas
-$345K -11,439 Closed
FWM
549
FFT Wealth Management
Pennsylvania
-$307K -10,173 Closed
GT
550
Greenleaf Trust
Michigan
-$302K -10,025 Closed

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.