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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.18B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 528528 (0)

3.45% less ownership

Funds ownership: 76.75%73.29% (-3.5%)

9% less capital invested

Capital invested by funds: $5.73B → $5.18B (-$544M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 210

Holders
528
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.05%
New
53
Increased
177
Reduced
210
Closed
49
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
TPG Financial Advisors
Oregon
$14.3M +$359K +12,100 +3%
WCM
77
Windham Capital Management
Massachusetts
$13.9M +$2.92M +98,400 +26%
CAN
78
Cetera Advisor Networks
California
$12.8M +$14.1K +474 +0.1%
MIAN
79
Mariner Independent Advisor Network
Kansas
$12.6M +$565K +19,034 +5%
MHS
80
M Holdings Securities
Oregon
$12.1M -$3.11M -104,654 -20%
WH
81
Whitcomb & Hess
Ohio
$11.9M -$163K -5,501 -1%
PA
82
Parallel Advisors
California
$11.3M -$12.4M -417,487 -52%
Citadel Advisors
83
Citadel Advisors
Florida
$11M +$10.6M +357,416 +1,948%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$11M -$74.9M -2,521,627 -87%
B
85
Bailard
California
$10.9M +$7M +235,783 +171%
BBA
86
BLB&B Advisors
Pennsylvania
$10.6M -$637K -21,444 -6%
KWM
87
Kingsview Wealth Management
Oregon
$10.5M -$533K -17,957 -5%
CFGF
88
Compass Financial Group (Florida)
Florida
$10.2M +$181K +6,087 +2%
CWM
89
Capital Wealth Management
Rhode Island
$9.76M +$455K +15,319 +5%
Cerity Partners
90
Cerity Partners
New York
$9.63M -$3.63M -122,273 -27%
BP
91
BCK Partners
New York
$9.49M +$9.64M +324,710 New
VAG
92
VisionPoint Advisory Group
Texas
$9.39M +$309K +10,419 +3%
ST
93
Smithfield Trust
Pennsylvania
$9.29M +$9.44M +317,877 New
GPWA
94
Great Point Wealth Advisors
Massachusetts
$9.16M +$1.1M +37,020 +13%
GI
95
Gradient Investments
Minnesota
$9.07M +$9.09M +306,196 +7,101%
CWA
96
Centennial Wealth Advisory
Michigan
$8.99M +$77.2K +2,601 +0.9%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$8.63M +$5.49M +184,970 +168%
Deutsche Bank
98
Deutsche Bank
Germany
$8.31M
AAS
99
Avantax Advisory Services
Texas
$8.24M -$609K -20,530 -7%
ECA
100
Elevated Capital Advisors
Utah
$8.08M +$8.21M +276,624 New

SPSB Hedge Fund Activity: Q3 2022 in Review

528 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2022, worth a combined $5.18B — down 9.5% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 49 closed out — a net gain of 4 holders — while 177 added to existing stakes and 210 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Fisher Asset Management, cutting an estimated $340M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5.18B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2022 and 49 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2022.