We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.56B → $5.77B (+$214M)

3% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 59

0% less funds holding

Funds holding: 549547 (-2)

1.37% less ownership

Funds ownership: 71.94%70.56% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6056 (-4)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.59%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
551
Pecaut & Co
Iowa
-$18.5M -625,440 Closed
HCM
552
Hilton Capital Management
New York
-$12.8M -434,350 Closed
AAS
553
Ameritas Advisory Services
Nebraska
-$6.16M -207,799 Closed
WAP
554
Wealthcare Advisory Partners
Pennsylvania
-$3.12M -105,436 Closed
BS
555
Banco Santander
Spain
-$3.05M -103,002 Closed
SFS
556
Sowell Financial Services
Arkansas
-$2.2M -74,368 Closed
MA
557
MAS Advisors
Florida
-$2.17M -73,076 Closed
NW
558
NewEdge Wealth
Pennsylvania
-$2.17M -73,076 Closed
NAS
559
Nicolet Advisory Services
Wisconsin
-$2M -67,560 Closed
CFG
560
Cooper Financial Group
California
-$1.81M -61,248 Closed
ARC
561
Advisor Resource Council
Texas
-$1.78M -60,172 Closed
First Trust Advisors
562
First Trust Advisors
Illinois
-$1.68M -56,618 Closed
CM
563
Columbus Macro
Pennsylvania
-$1.54M -51,829 Closed
LCWP
564
Legacy Capital Wealth Partners
Arkansas
-$1.12M -37,874 Closed
CCM
565
Coldstream Capital Management
Washington
-$914K -30,856 Closed
MPW
566
MGO Private Wealth
California
-$743K -25,079 Closed
FCM
567
Fourpath Capital Management
Oklahoma
-$730K -24,625 Closed
G
568
GenTrust
Florida
-$654K -22,060 Closed
BDF
569
Black Diamond Financial
Maryland
-$591K -19,959 Closed
LA
570
Latitude Advisors
Florida
-$577K -19,486 Closed
PWW
571
Pettyjohn Wood & White
Virginia
-$577K -19,459 Closed
AAM
572
Ameraudi Asset Management
New York
-$562K -18,960 Closed
AT
573
American Trust
Kentucky
-$796K -18,250 Closed
CFA
574
Compass Financial Advisors
Indiana
-$472K -15,925 Closed
PI
575
PFG Investments
New York
-$441K -14,897 Closed

SPSB Hedge Fund Activity: Q2 2023 in Review

547 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2023, worth a combined $5.77B — up 3.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPSB positions and 59 closed out — a net gain of 2 holders — while 194 added to existing stakes and 222 trimmed.

The largest buyer was Jane Street, adding an estimated $149M. The largest seller was State Street, cutting an estimated $143M.

  • 547 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2023, down from 549 in Q1 2023.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2023 and 59 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $149M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2023 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2023.