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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
PWMAG
551
Pinnacle Wealth Management Advisory Group
New Jersey
-$284K -9,415 Closed
AR
552
Apeiron RIA
Texas
-$282K -9,373 Closed
IWN
553
Independent Wealth Network
Iowa
-$278K -9,229 Closed
MIH
554
Meitav Investment House
Israel
-$274K -9,095 Closed
NWM
555
NEIRG Wealth Management
Massachusetts
-$260K -8,613 Closed
MBT
556
Montecito Bank & Trust
California
-$258K -8,566 Closed
CIC
557
Carnegie Investment Counsel
Ohio
-$244K -8,107 Closed
KMWM
558
Keudell/Morrison Wealth Management
Oregon
-$243K -8,050 Closed
MWM
559
Modera Wealth Management
New Jersey
-$237K -7,873 Closed
SIC
560
Shoker Investment Counsel
Ohio
-$233K -7,758 Closed
DWT
561
Dorsey & Whitney Trust
South Dakota
-$223K -7,390 Closed
RRCM
562
Rappaport Reiches Capital Management
Illinois
-$221K -7,347 Closed
SRSA
563
S.R. Schill & Associates
Washington
-$221K -7,319 Closed
LMKC
564
L.M. Kohn & Company
Ohio
-$220K -7,293 Closed
AWM
565
Avior Wealth Management
Nebraska
-$218K -7,261 Closed
CC
566
Cypress Capital
Tennessee
-$214K -7,102 Closed
QCG
567
Quadrant Capital Group
Ohio
-$149K -4,950 Closed
CT
568
Caldwell Trust
Florida
-$140K -4,655 Closed
EDRH
569
Edmond de Rothschild Holding
Switzerland
-$114K -3,800 Closed
MAM
570
Marquette Asset Management
Minnesota
-$84K -2,776 Closed
FAG
571
Fortitude Advisory Group
Washington
-$64K -2,113 Closed
HWA
572
Heritage Wealth Advisors
Virginia
-$60K -1,983 Closed
EWA
573
EverSource Wealth Advisors
Alabama
-$54K -1,793 Closed
RWA
574
RGT Wealth Advisors
Texas
-$54K -1,778 Closed
1IA
575
1834 Investment Advisors
Wisconsin
-$51K -1,700 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.