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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
GS
551
GTS Securities
New York
– -$276K -9,281 Closed
LNC
552
Lincoln National Corp
Pennsylvania
– -$276K -9,260 Closed
DW
553
Dodds Wealth
Colorado
– -$261K -8,778 Closed
IDA
554
Intelligence Driven Advisers
California
– -$248K -8,329 Closed
WP
555
WealthShield Partners
North Carolina
– -$242K -8,139 Closed
AA
556
Alesco Advisors
New York
– -$237K -7,970 Closed
GPWA
557
Great Point Wealth Advisors
Massachusetts
– -$222K -7,455 Closed
MA
558
MONECO Advisors
Connecticut
– -$208K -6,996 Closed
CFP
559
Cypress Financial Planning
New Jersey
– -$200K -6,733 Closed
CTC
560
Central Trust Company
Missouri
– -$59.5K -2,000 Closed
KFS
561
Kelly Financial Services
Massachusetts
– -$33.5K -1,125 Closed
MAWCM
562
Mine & Arao Wealth Creation & Management
California
– -$30.9K -990 Closed
BIA
563
Bell Investment Advisors
California
– -$24.7K -831 Closed
T
564
Tidemark
California
– -$17.1K -573 Closed
PMFA
565
Plante Moran Financial Advisors
Michigan
– -$15.1K -511 Closed
RFS
566
Richardson Financial Services
Massachusetts
– -$30.6K -478 Closed
CT
567
Clearstead Trust
Maine
– -$13.9K -466 Closed
FIM
568
FWL Investment Management
Texas
– -$5.95K -200 Closed
AGWCA
569
Annis Gardner Whiting Capital Advisors
Florida
– -$3.78K -127 Closed
TCM
570
Tradewinds Capital Management
Washington
– -$2.98K -100 Closed
SA
571
SRH Advisors
Kansas
– -$1.25K -42 Closed
FCA
572
FinTrust Capital Advisors
South Carolina
– -$1.1K -37 Closed
AWM
573
Atticus Wealth Management
Florida
– -$745 -25 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.