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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.18B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 528528 (0)

3.45% less ownership

Funds ownership: 76.75%73.29% (-3.5%)

9% less capital invested

Capital invested by funds: $5.73B → $5.18B (-$544M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 210

Holders
528
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.05%
New
53
Increased
177
Reduced
210
Closed
49
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
T
126
TrueFG
Texas
$6.17M -$515K -17,344 -8%
VIM
127
Vista Investment Management
Pennsylvania
$6.13M +$490K +16,523 +9%
AAS
128
Ameritas Advisory Services
Nebraska
$6.11M +$72.6K +2,446 +1%
MCP
129
Martin Capital Partners
Oregon
$6.09M +$787K +26,518 +15%
GM
130
GeoWealth Management
Illinois
$5.99M -$2.19M -73,613 -26%
WPWM
131
Windward Private Wealth Management
Kansas
$5.79M -$118K -3,984 -2%
BCM
132
BTR Capital Management
California
$5.74M -$1.27M -42,721 -18%
TCMP
133
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.71M +$431K +14,504 +8%
Stifel Financial
134
Stifel Financial
Missouri
$5.56M -$15.6M -526,926 -73%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$5.55M -$2.67M -90,000 -32%
GGS
136
Galvin Gaustad & Stein
Arizona
$5.54M -$618K -20,804 -10%
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$5.53M
William Blair & Company
138
William Blair & Company
Illinois
$5.52M -$415K -13,968 -7%
HC
139
Hamilton Capital
Ohio
$5.51M -$642K -21,618 -10%
ES
140
Eagle Strategies
New York
$5.44M -$185K -6,232 -3%
MWM
141
Mascoma Wealth Management
New Hampshire
$5.1M +$234K +7,877 +5%
BWFA
142
Baltimore-Washington Financial Advisors
Maryland
$5.08M -$46.6K -1,570 -0.9%
SHJ
143
Sharkey, Howes & Javer
Colorado
$4.96M +$5.04M +169,796 New
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$4.88M -$1.69M -56,867 -25%
BWS
145
Buck Wealth Strategies
Colorado
$4.73M +$4.78M +161,174 New
PCM
146
Parsons Capital Management
Rhode Island
$4.71M -$87.7K -2,953 -2%
MIA
147
MainStreet Investment Advisors
Illinois
$4.68M
CFAM
148
Coury Firm Asset Management
Pennsylvania
$4.63M -$5.49K -185 -0.1%
SIA
149
SeaBridge Investment Advisors
New Jersey
$4.34M -$1.86M -62,544 -30%
WEG
150
World Equity Group
Illinois
$4.3M +$361K +12,171 +9%

SPSB Hedge Fund Activity: Q3 2022 in Review

528 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2022, worth a combined $5.18B — down 9.5% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 49 closed out — a net gain of 4 holders — while 177 added to existing stakes and 210 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Fisher Asset Management, cutting an estimated $340M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5.18B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2022 and 49 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2022.