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State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.56B → $5.77B (+$214M)

3% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 59

0% less funds holding

Funds holding: 549547 (-2)

1.37% less ownership

Funds ownership: 71.94%70.56% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6056 (-4)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.59%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
76
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.5M -$913K -30,930 -6%
HCC
77
Hirtle Callaghan & Co
Pennsylvania
$13.3M -$2.8M -94,721 -17%
DWP
78
Destiny Wealth Partners
Florida
$13.1M -$1.18M -40,019 -8%
WH
79
Whitcomb & Hess
Ohio
$12.7M +$144K +4,881 +1%
DAS
80
Dynamic Advisor Solutions
Arizona
$12.6M +$7.12M +241,276 +128%
CM
81
Cornerstone Management
Georgia
$12M +$273K +9,247 +2%
WCM
82
Windham Capital Management
Massachusetts
$11.9M
HVIA
83
Hudson Valley Investment Advisors
New York
$11.4M +$1.09M +36,983 +11%
KDA
84
Kraft Davis & Associates
Missouri
$11.2M +$11.2M +380,264 New
CW
85
CreativeOne Wealth
Kansas
$11.2M +$3.7M +125,190 +49%
CW
86
Connectus Wealth
Ohio
$11M +$1.54M +52,283 +16%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$10.8M -$183K -6,192 -2%
KWM
88
Kingsview Wealth Management
Oregon
$10.3M -$104K -3,532 -1%
GWM
89
Geneos Wealth Management
Colorado
$9.86M +$667K +22,591 +7%
CWM
90
Cabot Wealth Management
Massachusetts
$9.6M +$1.35M +45,728 +16%
EGWAG
91
Elwood & Goetz Wealth Advisory Group
Georgia
$9.58M +$64.7K +2,193 +0.7%
FCIM
92
Fairview Capital Investment Management
California
$9.23M -$79.7K -2,700 -0.9%
AAS
93
Avantax Advisory Services
Texas
$9.19M +$601K +20,362 +7%
AI
94
Atria Investments
North Carolina
$9.19M -$691K -23,396 -7%
BBA
95
BLB&B Advisors
Pennsylvania
$9.12M -$70.3K -2,382 -0.8%
EWM
96
Empirical Wealth Management
Washington
$8.98M -$60.1K -2,037 -0.7%
GPWA
97
Great Point Wealth Advisors
Massachusetts
$8.96M -$608K -20,584 -6%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$8.94M -$9.8M -332,060 -52%
CWA
99
Centennial Wealth Advisory
Michigan
$8.74M -$262K -8,880 -3%
Deutsche Bank
100
Deutsche Bank
Germany
$8.38M

SPSB Hedge Fund Activity: Q2 2023 in Review

547 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2023, worth a combined $5.77B — up 3.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPSB positions and 59 closed out — a net gain of 2 holders — while 194 added to existing stakes and 222 trimmed.

The largest buyer was Jane Street, adding an estimated $149M. The largest seller was State Street, cutting an estimated $143M.

  • 547 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2023, down from 549 in Q1 2023.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2023 and 59 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $149M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2023 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2023.