State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
491 hedge funds and large institutions have $5.88B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 200 increasing their positions, 134 reducing their positions, and 22 closing their positions.
295% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 22
49% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 134
13% more funds holding
Funds holding: 433 → 491 (+58)
9% more funds holding in top 10
Funds holding in top 10: 43 → 47 (+4)
6.12% more ownership
Funds ownership: 70.33% → 76.45% (+6.1%)
95% less capital invested
Capital invested by funds: $123B → $5.88B (-$117B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
+$220M |
| 2 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$125M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$92.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.4M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$38.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$32.8M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$18.6M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$11.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10.8M |
SPSB Hedge Fund Activity: Q4 2021 in Review
491 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2021, worth a combined $5.88B — down 95% from $123B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new SPSB positions and 22 closed out — a net gain of 65 holders — while 200 added to existing stakes and 134 trimmed.
The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $220M. The largest seller was Berkshire Money Management, exiting entirely with an estimated $38.8M sold.
- 491 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2021, up from 433 in Q3 2021.
- Funds reported $5.88B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2021, down 95% quarter-over-quarter.
- 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2021 and 22 closed out, a net change of +65 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2021 was Hirtle Callaghan & Co, an estimated $220M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2021 was Berkshire Money Management, an estimated $38.8M sold.
Based on aggregated 13F filings for Q4 2021.