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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

528 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 215 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 180

5% more funds holding in top 10

Funds holding in top 10: 38 → 40 (+2)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $5.49B → $5.56B (+$66.9M)

0% less funds holding

Funds holding: 529 → 528 (-1)

0.48% less ownership

Funds ownership: 71.42% → 70.95% (-0.48%)

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.58%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
49
Increased
215
Reduced
180
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$91.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$37.6M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$28.1M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$23.1M
5
HVIA
Hudson Valley Investment Advisors
New York
+$15.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$108M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$47.2M
3
AC
Allstate Corporation
Illinois
-$38.2M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$25.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
551
Venture Visionary Partners
Ohio
– -$491K -16,523 Closed
B
552
Bellecapital
Switzerland
– -$471K -15,863 Closed
WWM
553
WJ Wealth Management
Arizona
– -$412K -13,882 Closed
QC
554
Quadrature Capital
United Kingdom
– -$368K -12,391 Closed
GSC
555
Ground Swell Capital
South Carolina
– -$334K -11,254 Closed
PWM
556
Perigon Wealth Management
California
– -$315K -10,599 Closed
BCG
557
Breakwater Capital Group
New Jersey
– -$278K -9,371 Closed
FMWA
558
Forvis Mazars Wealth Advisors
Missouri
– -$259K -8,733 Closed
Millennium Management
559
Millennium Management
New York
– -$253K -8,523 Closed
AUIM
560
Aegon USA Investment Management
Iowa
– -$249K -8,376 Closed
EGWAG
561
Elwood & Goetz Wealth Advisory Group
Georgia
– -$235K -7,926 Closed
BTWM
562
Baker Tilly Wealth Management
Wisconsin
– -$220K -7,402 Closed
TWP
563
Triad Wealth Partners
Kansas
– -$96.1K -3,235 Closed
GI
564
Gradient Investments
Minnesota
– -$88.2K -2,969 Closed
SC
565
SouthState Corp
Florida
– -$82K -2,761 Closed
IAIM
566
International Assets Investment Management
Florida
– -$68.5K -2,308 Closed
CA
567
Crewe Advisors
Utah
– -$27.4K -921 Closed
TIM
568
Tortoise Investment Management
New York
– -$26.7K -900 Closed
CHA
569
Carmichael Hill & Associates
Maryland
– -$19.7K -662 Closed
KHC
570
Koesten Hirschmann & Crabtree
Kansas
– -$19.6K -659 Closed
FRA
571
Front Row Advisors
California
– -$18.7K -630 Closed
BONH
572
Bank of New Hampshire
New Hampshire
– -$9.65K -325 Closed
RWMG
573
Redwood Wealth Management Group
New Jersey
– -$9.36K -315 Closed
GEA
574
Glen Eagle Advisors
New Jersey
– -$5.05K -170 Closed
ME
575
McIlrath & Eck
Washington
– -$4.56K -154 Closed
20 21 22
23
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SPSB Hedge Fund Activity: Q3 2024 in Review

528 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2024, worth a combined $5.56B — up 1.2% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPSB positions and 46 closed out — a net gain of 3 holders — while 215 added to existing stakes and 180 trimmed.

The largest buyer was Creative Planning, adding an estimated $91.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $108M sold.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2024, down from 529 in Q2 2024.
  • Funds reported $5.56B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2024 was Creative Planning, an estimated $91.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.