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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
WFS
51
Walker Financial Services
Kentucky
$21.5M +$1.4M +47,450 +7%
Bank of Nova Scotia
52
Bank of Nova Scotia
Ontario, Canada
$21.1M -$284K -9,635 -1%
CMA
53
Cedar Mountain Advisors
Oregon
$20.8M -$480K -16,244 -2%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$20.4M -$2.27M -76,977 -10%
SFG
55
StrategIQ Financial Group
Indiana
$20.2M -$3.7M -125,253 -15%
WCWM
56
Willow Creek Wealth Management
California
$19.9M +$1.3M +43,897 +7%
WL
57
WIT LLC
District of Columbia
$19.9M +$19.9K +675 New
US Bancorp
58
US Bancorp
Minnesota
$19.7M -$34.8K -1,178 -0.2%
CF
59
Convergence Financial
Missouri
$19.6M +$4.11M +139,097 +26%
CTWM
60
Cherry Tree Wealth Management
Minnesota
$19.4M +$19.4M +658,270 New
RJA
61
Raymond James & Associates
Florida
$19.2M -$2.73M -92,545 -12%
FFM
62
Flagstone Financial Management
Nebraska
$19.1M +$554K +18,750 +3%
MNG
63
Manning & Napier Group
New York
$18.9M
Truist Financial
64
Truist Financial
North Carolina
$18.9M -$1.81M -61,307 -9%
TC
65
Trilogy Capital
California
$18.2M -$589K -19,941 -3%
CI
66
Conning Inc
Connecticut
$17.4M +$5.9M +200,000 +51%
TAIM
67
TD Ameritrade Investment Management
Nebraska
$17.3M -$793K -26,847 -4%
ST
68
Smithfield Trust
Pennsylvania
$17.2M +$832K +28,175 +5%
PAG
69
Private Advisor Group
New Jersey
$16.1M -$7.89M -267,163 -33%
MYLI
70
Meiji Yasuda Life Insurance
Japan
$15.6M
AFG
71
Arkansas Financial Group
Arkansas
$15.2M +$1.21M +40,821 +9%
SPIA
72
Strategic Point Investment Advisors
Rhode Island
$14.6M +$215K +7,290 +1%
CWM
73
Capital Wealth Management
Rhode Island
$14.6M +$426K +14,432 +3%
OAM
74
Occidental Asset Management
California
$14.3M -$973K -32,949 -6%
CJFS
75
Coulter & Justus Financial Services
Tennessee
$14.2M -$3.25M -110,167 -19%

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.