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State Street SPDR Portfolio Short Term Corporate Bond ETF

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19%71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
76
Marshall Wace
United Kingdom
$11.7M +$1.64M +55,300 +16%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$11.6M +$11.6M +390,541 New
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$11.5M +$36.3K +1,224 +0.3%
OPPS
79
Obsidian Personal Planning Solutions
Maryland
$10.5M +$431K +14,557 +4%
CM
80
Cornerstone Management
Georgia
$10.5M -$995K -33,571 -9%
DAS
81
Dynamic Advisor Solutions
Arizona
$10.4M -$3.86M -130,206 -27%
RL
82
Rogco LP
Oklahoma
$10.3M +$189K +6,376 +2%
GWM
83
Geneos Wealth Management
Colorado
$9.78M +$582K +19,651 +6%
ASN
84
Advisory Services Network
Georgia
$9.7M +$559K +18,868 +6%
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.43M -$572K -19,311 -6%
Deutsche Bank
86
Deutsche Bank
Germany
$9.37M
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$9.24M -$434K -14,633 -4%
CFD
88
Creative Financial Designs
Indiana
$9.18M -$135K -4,572 -1%
AI
89
Auour Investments
Massachusetts
$9.02M -$236K -7,978 -3%
DIM
90
DLK Investment Management
California
$8.92M +$424K +14,324 +5%
SL
91
SWMG LLC
Texas
$8.7M +$1.94M +65,434 +29%
CF
92
Convergence Financial
Missouri
$8.65M -$4.01M -135,217 -32%
KDA
93
Kraft Davis & Associates
Missouri
$8.51M +$384K +12,970 +5%
FCIM
94
Fairview Capital Investment Management
California
$8.33M -$33.6K -1,134 -0.4%
WI
95
WrapManager Inc
California
$8.29M +$259K +8,737 +3%
SFP
96
Sweet Financial Partners
Minnesota
$8.16M +$206K +6,956 +3%
AI
97
Atria Investments
North Carolina
$8.06M +$187K +6,308 +2%
CW
98
CreativeOne Wealth
Kansas
$7.95M -$2.1M -70,945 -21%
SL
99
Systelligence LLC
Minnesota
$7.75M +$29.9K +1,008 +0.4%
BWS
100
Buck Wealth Strategies
Colorado
$7.55M +$7.53M +254,300 New

SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.