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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 215 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 180

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $5.49B → $5.56B (+$66.9M)

0% less funds holding

Funds holding: 529528 (-1)

0.48% less ownership

Funds ownership: 71.42%70.95% (-0.48%)

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.58%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
49
Increased
215
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$7.17M +$2.63M +87,771 +59%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$7.17M -$9.34M -311,449 -57%
BWS
103
Buck Wealth Strategies
Colorado
$7.16M -$537K -17,892 -7%
MFG
104
Merit Financial Group
Georgia
$7.08M +$674K +22,452 +11%
SC
105
Saiph Capital
New Jersey
$6.9M +$503K +16,773 +8%
IPW
106
Impact Partnership Wealth
Georgia
$6.9M +$1.4M +46,783 +26%
CIP
107
Capital Insight Partners
Arizona
$6.73M +$215K +7,172 +3%
Principal Financial Group
108
Principal Financial Group
Iowa
$6.69M +$4.35M +145,000 +191%
KDA
109
Kraft Davis & Associates
Missouri
$6.51M -$2.03M -67,773 -24%
CC
110
Courier Capital
New York
$6.34M +$246K +8,192 +4%
AIM
111
Allen Investment Management
New York
$6.19M
EWM
112
Empirical Wealth Management
Washington
$6.04M -$323K -10,750 -5%
HH
113
Hilltop Holdings
Texas
$5.99M -$21.9K -730 -0.4%
RA
114
RFG Advisory
Alabama
$5.86M -$961K -32,036 -14%
RJA
115
Raymond James & Associates
Florida
$5.8M +$2.38M +79,340 +71%
Deutsche Bank
116
Deutsche Bank
Germany
$5.75M -$3.77M -125,502 -40%
DAM
117
Delta Asset Management
Tennessee
$5.42M -$124K -4,132 -2%
EH
118
Equitable Holdings
New York
$5.34M +$981K +32,701 +23%
GLA
119
Good Life Advisors
Pennsylvania
$5.19M +$11.3K +375 +0.2%
MCP
120
Martin Capital Partners
Oregon
$5.18M -$792K -26,411 -13%
SFM
121
Signet Financial Management
New Jersey
$5.17M +$216K +7,209 +4%
CWMS
122
Cannon Wealth Management Services
North Carolina
$5.11M +$5.06M +168,776 New
PA
123
Pineridge Advisors
Missouri
$4.98M -$235K -7,822 -5%
GC
124
Guggenheim Capital
Illinois
$4.91M +$658K +21,932 +16%
DWS
125
Dynamic Wealth Strategies
California
$4.83M -$19.5K -650 -0.4%

SPSB Hedge Fund Activity: Q3 2024 in Review

528 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2024, worth a combined $5.56B — up 1.2% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPSB positions and 46 closed out — a net gain of 3 holders — while 215 added to existing stakes and 180 trimmed.

The largest buyer was Creative Planning, adding an estimated $91.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $108M sold.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2024, down from 529 in Q2 2024.
  • Funds reported $5.56B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2024 was Creative Planning, an estimated $91.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.