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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

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: 45 → 57 (+12)

6% more funds holding

Funds holding: 499 → 528 (+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

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$303M
2
DWM
Destination Wealth Management
California
+$89.6M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$80.5M
4
UBS Group
UBS Group
Switzerland
+$77.3M
5
AC
Allstate Corporation
Illinois
+$74.5M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$115M
2
TF
TIAA FSB
Florida
-$112M
3
BBHC
Brown Brothers Harriman & Co
New York
-$102M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$96.7M
5
State Street
State Street
Massachusetts
-$89.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$22.9M +$153K +5,135 +0.7%
AP
52
Advisors Preferred
Maryland
$22.7M +$20.9M +698,906 +98%
CCMG
53
Clark Capital Management Group
Pennsylvania
$22.2M +$22.3M +746,120 New
Stifel Financial
54
Stifel Financial
Missouri
$21.3M +$5.14M +172,083 +32%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$21.1M -$261K -8,719 -1%
OAM
56
Occidental Asset Management
California
$20.9M -$1.46M -48,809 -6%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$20.3M +$1.23M +41,220 +6%
PI
58
PFS Investments
Georgia
$20M +$20.2M +674,266 New
DC
59
Davenport & Co
Virginia
$19.2M -$3.15M -105,470 -14%
CI
60
Conning Inc
Connecticut
$19.2M +$4.96M +166,000 +35%
WCWM
61
Willow Creek Wealth Management
California
$19.1M -$578K -19,351 -3%
CJFS
62
Coulter & Justus Financial Services
Tennessee
$19M +$19.1M +639,835 New
US Bancorp
63
US Bancorp
Minnesota
$17.8M +$104K +3,493 +0.6%
IF
64
IRON Financial
Illinois
$17.6M -$1.54M -51,678 -8%
SWP
65
Strategic Wealth Partners
Ohio
$17.4M +$368K +12,303 +2%
MWM
66
Marion Wealth Management
Pennsylvania
$16.5M +$6.66M +222,980 +67%
CM
67
Cornerstone Management
Georgia
$16.1M +$1.8M +60,280 +13%
PAG
68
Private Advisor Group
New Jersey
$16M -$739K -24,726 -4%
TC
69
Trilogy Capital
California
$15.8M +$1.47M +49,300 +10%
MYLI
70
Meiji Yasuda Life Insurance
Japan
$15.8M – – –
PFPT
71
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.5M +$97.6K +3,266 +0.6%
KW
72
KWB Wealth
California
$15.4M -$1.26M -42,057 -7%
MHS
73
M Holdings Securities
Oregon
$15.4M -$7.48M -250,394 -33%
DWP
74
Destiny Wealth Partners
Florida
$15.3M -$42K -1,405 -0.3%
PC
75
Pecaut & Co
Iowa
$14.7M +$3.91M +130,733 +36%
1 2
3
4 5

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.