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State Street SPDR Portfolio Short Term Corporate Bond ETF

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: 519529 (+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: 4438 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
51
Cedar Mountain Advisors
Oregon
$20M +$42.7K +1,442 +0.2%
FFM
52
Flagstone Financial Management
Nebraska
$19.8M -$381K -12,869 -2%
WCM
53
Winthrop Capital Management
Indiana
$19.5M +$97.4K +3,287 +0.5%
MAM
54
McCarthy Asset Management
California
$19M +$19M +640,972 New
CTWM
55
Cherry Tree Wealth Management
Minnesota
$18.1M -$599K -20,227 -3%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$17.8M +$14.6M +493,040 +469%
OAM
57
Occidental Asset Management
California
$17.5M +$1.23M +41,416 +8%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$17M +$4.07M +137,304 +31%
Cohen & Steers
59
Cohen & Steers
New York
$16.8M -$21M -709,352 -56%
HR
60
Hardy Reed
Mississippi
$16.4M +$2.62M +88,282 +19%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$16.3M -$558K -18,827 -3%
WA
62
Waverly Advisors
Alabama
$16.2M -$947K -31,964 -6%
ST
63
Smithfield Trust
Pennsylvania
$16.1M -$330K -11,140 -2%
MYLI
64
Meiji Yasuda Life Insurance
Japan
$15.8M
KWM
65
Kingsview Wealth Management
Oregon
$14.9M +$584K +19,709 +4%
BW
66
BIP Wealth
Georgia
$14.7M -$3.94M -132,847 -21%
PAG
67
Private Advisor Group
New Jersey
$14.6M +$15.3K +515 +0.1%
HVIA
68
Hudson Valley Investment Advisors
New York
$14.5M -$4.66M -157,281 -24%
TC
69
Trilogy Capital
California
$14.5M +$835K +28,194 +6%
US Bancorp
70
US Bancorp
Minnesota
$14.4M -$1.81M -61,003 -11%
MHS
71
M Holdings Securities
Oregon
$14.1M +$2.31M +77,896 +20%
SA
72
Sanctuary Advisors
Indiana
$13.7M +$13.7M +463,022 New
AAS
73
Avantax Advisory Services
Texas
$12.8M +$2M +67,548 +19%
Charles Schwab
74
Charles Schwab
California
$12.3M -$1.72M -58,082 -12%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$12.1M +$6.83M +230,569 +131%

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.