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State Street SPDR Portfolio Short Term Corporate Bond ETF

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: 3840 (+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: 529528 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Winthrop Capital Management
Indiana
$20.3M +$426K +14,206 +2%
MAM
52
McCarthy Asset Management
California
$19.6M +$189K +6,299 +1%
CTWM
53
Cherry Tree Wealth Management
Minnesota
$18.7M +$286K +9,537 +2%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$18.7M +$588K +19,607 +3%
OAM
55
Occidental Asset Management
California
$18.7M +$856K +28,536 +5%
Cohen & Steers
56
Cohen & Steers
New York
$17.3M +$131K +4,364 +0.8%
HR
57
Hardy Reed
Mississippi
$17.1M +$393K +13,108 +2%
TC
58
Trilogy Capital
California
$16.9M +$2.06M +68,616 +14%
WA
59
Waverly Advisors
Alabama
$16.5M +$10.9K +363 +0.1%
BW
60
BIP Wealth
Georgia
$16.5M +$1.41M +46,944 +9%
PAG
61
Private Advisor Group
New Jersey
$16.2M +$1.27M +42,170 +9%
Marshall Wace
62
Marshall Wace
United Kingdom
$16M +$4.04M +134,700 +34%
ST
63
Smithfield Trust
Pennsylvania
$15.5M -$953K -31,754 -6%
US Bancorp
64
US Bancorp
Minnesota
$15M +$343K +11,447 +2%
AAS
65
Avantax Advisory Services
Texas
$14.1M +$1.12M +37,242 +9%
MHS
66
M Holdings Securities
Oregon
$14.1M -$246K -8,188 -2%
SA
67
Sanctuary Advisors
Indiana
$14M +$126K +4,189 +0.9%
MWM
68
Modern Wealth Management
Kansas
$13.8M +$13.7M +456,252 New
KWM
69
Kingsview Wealth Management
Oregon
$13.8M -$1.39M -46,364 -9%
WCA
70
Westover Capital Advisors
Delaware
$13.6M +$13.5M +450,192 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$13.6M -$3.75M -125,123 -22%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$12.6M +$284K +9,478 +2%
Charles Schwab
73
Charles Schwab
California
$11.9M -$576K -19,208 -5%
CM
74
Cornerstone Management
Georgia
$11.3M +$586K +19,536 +6%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$11M -$727K -24,220 -6%

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.