We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

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: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
TPG Financial Advisors
Oregon
$14.2M +$4.11M +137,514 +40%
Cerity Partners
77
Cerity Partners
New York
$13.4M +$7.66M +256,422 +131%
CA
78
CGN Advisors
Kansas
$13.3M +$2.75M +92,160 +26%
CAN
79
Cetera Advisor Networks
California
$13.1M +$8.52K +285 +0.1%
WH
80
Whitcomb & Hess
Ohio
$12.3M +$11.7M +392,606 +1,820%
MIAN
81
Mariner Independent Advisor Network
Kansas
$12.3M +$672K +22,472 +6%
M&T Bank
82
M&T Bank
New York
$11.9M +$12.4M +414,489 New
RCIM
83
Red Cedar Investment Management
Michigan
$11.9M
BBA
84
BLB&B Advisors
Pennsylvania
$11.4M -$1.11M -37,202 -9%
KWM
85
Kingsview Wealth Management
Oregon
$11.2M +$47.9K +1,604 +0.4%
WCM
86
Windham Capital Management
Massachusetts
$11.2M -$164K -5,478 -1%
EWM
87
Empirical Wealth Management
Washington
$10.8M +$6.71M +224,378 +161%
FCIM
88
Fairview Capital Investment Management
California
$10.7M +$5.02M +167,975 +87%
CFGF
89
Compass Financial Group (Florida)
Florida
$10.2M +$226K +7,553 +2%
EGWAG
90
Elwood & Goetz Wealth Advisory Group
Georgia
$9.79M +$9.84M +329,248 New
HH
91
Hilltop Holdings
Texas
$9.59M -$3.67M -122,795 -28%
CWM
92
Capital Wealth Management
Rhode Island
$9.47M +$9.52M +318,630 New
VAG
93
VisionPoint Advisory Group
Texas
$9.27M +$1.53M +51,261 +20%
CWA
94
Centennial Wealth Advisory
Michigan
$9.06M +$9.11M +304,923 New
AAS
95
Avantax Advisory Services
Texas
$8.99M -$216K -7,221 -2%
NC
96
NewSquare Capital
Pennsylvania
$8.81M +$8.06M +269,575 +1,012%
SMM
97
Stadion Money Management
Georgia
$8.73M -$726K -24,300 -8%
CFD
98
Creative Financial Designs
Indiana
$8.59M +$296K +9,909 +4%
Deutsche Bank
99
Deutsche Bank
Germany
$8.46M +$1.55M +51,853 +22%
VRM
100
Vectors Research Management
New York
$8.42M -$609K -20,393 -7%

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.