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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

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: 519 → 529 (+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: 44 → 38 (-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
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$107M
2
Creative Planning
Creative Planning
Kansas
+$93.2M
3
Jane Street
Jane Street
New York
+$24.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$19.7M
5
MAM
McCarthy Asset Management
California
+$19M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$333M
2
RVPG
Relative Value Partners Group
-$37.2M
3
TC
TownSquare Capital
Utah
-$24.9M
4
Cohen & Steers
Cohen & Steers
New York
-$21M
5
CA
CoreCap Advisors
Michigan
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
526
Capital Investment Advisory Services
North Carolina
$1.6K – – –
TAM
527
Tucker Asset Management
Colorado
$1.25K +$1.24K +42 New
JWM
528
Janiczek Wealth Management
Colorado
$654 – – –
AA
529
Addison Advisors
Vermont
$594 – – –
GFPC
530
Global Financial Private Client
Florida
$594 – – –
HCP
531
Hexagon Capital Partners
Arkansas
$179 -$5.51K -186 -97%
FWP
532
FAS Wealth Partners
Kansas
$30 – – –
RVPG
533
Relative Value Partners Group
– -$37.2M -1,241,930 Closed
PS
534
Portfolio Strategies
New York
– -$13.8M -464,852 Closed
CCMG
535
Clark Capital Management Group
Pennsylvania
– -$10.7M -358,653 Closed
BHWA
536
Beacon Harbor Wealth Advisors
Virginia
– -$8.09M -271,876 Closed
National Bank of Canada
537
National Bank of Canada
Quebec, Canada
– -$5.29M -178,800 Closed
AL
538
ADE LLC
Maryland
– -$3.92M -131,631 Closed
Prudential Financial
539
Prudential Financial
New Jersey
– -$2.88M -96,807 Closed
WWS
540
Wellington Wealth Strategies
Indiana
– -$2.02M -67,850 Closed
CWA
541
Clearview Wealth Advisors
Oregon
– -$936K -31,437 Closed
WA
542
Wealthstar Advisors
Texas
– -$823K -27,645 Closed
JWM
543
JGP Wealth Management
Oregon
– -$567K -19,058 Closed
CCM
544
Crabel Capital Management
California
– -$451K -15,159 Closed
RIA
545
Regal Investment Advisors
Michigan
– -$401K -13,455 Closed
UWM
546
USAdvisors Wealth Management
Minnesota
– -$391K -13,119 Closed
BCI
547
Brinker Capital Investments
Pennsylvania
– -$367K -12,344 Closed
OPS
548
Orion Portfolio Solutions
Nebraska
– -$367K -12,344 Closed
RCM
549
Raleigh Capital Management
North Carolina
– -$339K -11,384 Closed
SRC
550
Shufro Rose & Co
New York
– -$298K -10,000 Closed
19 20 21
22
23

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.