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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
CAAS
551
Capital Asset Advisory Services
Michigan
-$367K -12,338 Closed
LAS
552
Lloyd Advisory Services
Georgia
-$361K -12,137 Closed
CIC
553
Chilton Investment Company
Connecticut
-$341K -11,472 Closed
SG
554
StoneX Group
New York
-$289K -9,727 Closed
Neuberger Berman Group
555
Neuberger Berman Group
New York
-$278K -9,355 Closed
FA
556
FDx Advisors
Illinois
-$278K -9,352 Closed
LP
557
LGL Partners
Pennsylvania
-$270K -9,066 Closed
Vontobel Holding
558
Vontobel Holding
Switzerland
-$257K -8,645 Closed
WWG
559
West Wealth Group
California
-$246K -8,298 Closed
Wolverine Trading
560
Wolverine Trading
Illinois
-$242K -8,146 Closed
BAS
561
Brown Advisory Securities
Maryland
-$219K -7,394 Closed
OPS
562
Orion Portfolio Solutions
Nebraska
-$202K -6,805 Closed
RI
563
Rinkey Investments
California
-$202K -6,772 Closed
CCA
564
Cadent Capital Advisors
Oklahoma
-$200K -6,711 Closed
CA
565
CoreCap Advisors
Michigan
-$198K -6,662 Closed
EWA
566
EP Wealth Advisors
California
-$172K -5,780 Closed
WOSD
567
WFA of San Diego
California
-$169K -5,689 Closed
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
-$151K -5,078 Closed
TCWM
569
Total Clarity Wealth Management
Illinois
-$124K -4,155 Closed
FMP
570
Financial Management Professionals
Texas
-$39K -1,317 Closed
SC
571
Stephens Consulting
Michigan
-$33.1K -1,113 Closed
AA
572
Ancora Advisors
Ohio
-$22K -743 Closed
LFA
573
Level Financial Advisors
New York
-$21K -699 Closed
BHWM
574
Bay Harbor Wealth Management
Maryland
-$9K -311 Closed
CI
575
CX Institutional
Indiana
-$8K -257 Closed

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.