State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
519 hedge funds and large institutions have $5.62B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 66 closing their positions.
11% more capital invested
Capital invested by funds: $5.08B → $5.62B (+$546M)
1.45% more ownership
Funds ownership: 70.74% → 72.19% (+1.5%)
7% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 200
7% less funds holding
Funds holding: 556 → 519 (-37)
10% less funds holding in top 10
Funds holding in top 10: 49 → 44 (-5)
45% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$628M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$196M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$58.8M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$35.9M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$180M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$65.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$48.9M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$47.1M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$31.2M |
SPSB Hedge Fund Activity: Q1 2024 in Review
519 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2024, worth a combined $5.62B — up 11% from $5.08B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of SPSB and 36 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 213 added.
The largest buyer was JP Morgan Chase, adding an estimated $628M. The largest seller was Morgan Stanley, cutting an estimated $180M.
- 519 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2024, down from 556 in Q4 2023.
- Funds reported $5.62B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 36 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2024 and 66 closed out, a net change of -30 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $628M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $180M sold.
Based on aggregated 13F filings for Q1 2024.