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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
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$8.32M -$299K -10,000 -3%
GM
102
GeoWealth Management
Illinois
$8.29M +$881K +29,474 +12%
HC
103
HNP Capital
New York
$8.27M -$587K -19,648 -7%
GPWA
104
Great Point Wealth Advisors
Massachusetts
$8.22M -$9.32M -311,994 -53%
GLA
105
Good Life Advisors
Pennsylvania
$8.12M +$506K +16,942 +7%
AIM
106
Allen Investment Management
New York
$7.92M -$200K -6,690 -2%
APW
107
Acima Private Wealth
Virginia
$7.87M +$2.68M +89,705 +51%
BB
108
Bell Bank
North Dakota
$7.64M +$7.68M +256,843 New
CW
109
CreativeOne Wealth
Kansas
$7.55M -$662K -22,145 -8%
AI
110
Atria Investments
North Carolina
$7.55M +$2.49M +83,235 +49%
MHR
111
Matthew Hamilton Rosenberg
$7.51M +$1.19M +39,736 +19%
KAS
112
Kestra Advisory Services
Texas
$7.39M +$1.6M +53,505 +27%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$7.38M +$7.42M +248,285 New
BCM
114
BTR Capital Management
California
$7.11M -$1.24M -41,505 -15%
PA
115
Probity Advisors
Texas
$7.03M -$72.9K -2,439 -1%
MD
116
Money Design
Japan
$7.02M +$1.34M +44,836 +23%
SPIA
117
Steward Partners Investment Advisory
New York
$6.86M -$33.1K -1,106 -0.5%
T
118
TrueFG
Texas
$6.8M +$56.2K +1,880 +0.8%
DAM
119
Delta Asset Management
Tennessee
$6.74M -$271K -9,067 -4%
IHWM
120
Iron Horse Wealth Management
Iowa
$6.73M +$317K +10,601 +5%
HVIA
121
Hudson Valley Investment Advisors
New York
$6.71M +$911K +30,481 +16%
WFAG
122
Wescott Financial Advisory Group
Pennsylvania
$6.66M -$1.5M -50,164 -18%
HCM
123
Hilton Capital Management
New York
$6.62M +$6.66M +222,689 New
MWM
124
MTC Wealth Management
Florida
$6.38M -$3.08M -103,182 -32%
SIA
125
SeaBridge Investment Advisors
New Jersey
$6.28M +$264K +8,822 +4%

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.