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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
DWS
126
Dynamic Wealth Strategies
California
$4.76M -$740K -24,975 -13%
QFA
127
Quattro Financial Advisors
Texas
$4.71M +$4.7M +158,703 New
HighTower Advisors
128
HighTower Advisors
Illinois
$4.64M +$75.2K +2,537 +2%
PA
129
Parallel Advisors
California
$4.45M -$271K -9,140 -6%
CWM
130
Cabot Wealth Management
Massachusetts
$4.43M -$104K -3,516 -2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$4.42M +$3.64M +122,787 +470%
BCWM
132
Bartlett & Co Wealth Management
Ohio
$4.37M -$166K -5,603 -4%
AWA
133
Arete Wealth Advisors
Illinois
$4.35M -$183K -6,186 -4%
EH
134
Equitable Holdings
New York
$4.26M +$874K +29,504 +26%
SLA
135
Silver Lake Advisory
Utah
$4.24M +$169K +5,714 +4%
FAIM
136
Financial Advocates Investment Management
Washington
$4.24M +$1.59M +53,751 +60%
EAM
137
Eukles Asset Management
Ohio
$4.22M +$56K +1,890 +1%
FTUS
138
Flow Traders U.S.
New York
$4.19M +$4.18M +141,137 New
GC
139
Guggenheim Capital
Illinois
$4.17M +$487K +16,431 +13%
NEWAS
140
N.E.W. Advisory Services
Wisconsin
$3.97M +$524K +17,694 +15%
LWMG
141
Levy Wealth Management Group
Pennsylvania
$3.86M +$1.26M +42,685 +49%
MHR
142
Matthew Hamilton Rosenberg
$3.81M -$808K -27,274 -17%
BPWM
143
Badgley Phelps Wealth Managers
Washington
$3.75M +$128K +4,334 +4%
Truist Financial
144
Truist Financial
North Carolina
$3.67M +$382K +12,884 +12%
IWM
145
IHT Wealth Management
Illinois
$3.67M +$27.8K +937 +0.8%
PCM
146
Parsons Capital Management
Rhode Island
$3.65M -$46.7K -1,577 -1%
Kovitz Investment Group Partners
147
Kovitz Investment Group Partners
Illinois
$3.65M +$468K +15,788 +15%
VIM
148
Vista Investment Management
Pennsylvania
$3.63M -$4.85M -163,860 -57%
BS
149
Banco Santander
Spain
$3.6M -$1.68M -56,782 -32%
SPC
150
Sigma Planning Corp
Michigan
$3.59M +$222K +7,493 +7%

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.