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State Street SPDR Portfolio Short Term Corporate Bond ETF

433 hedge funds and large institutions have $123B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 197 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 126

9% more capital invested

Capital invested by funds: $114B → $123B (+$9.79B)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.83% less ownership

Funds ownership: 73.16%70.33% (-2.8%)

5% less funds holding

Funds holding: 457433 (-24)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
433
Holders Change
-24
Holders Change %
-5.25%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
29
Increased
197
Reduced
126
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
151
TrinityPoint Wealth
Connecticut
$3.67M +$348K +11,142 +10%
CC
152
Courier Capital
New York
$3.64M +$165K +5,265 +5%
CAN
153
Cetera Advisor Networks
California
$3.53M +$179K +5,716 +5%
CA
154
Continuum Advisory
Idaho
$3.38M +$3.38M +108,186 New
APA
155
American Portfolios Advisors
New York
$3.34M +$3.01M +96,121 +887%
KAS
156
Kestra Advisory Services
Texas
$3.33M +$252K +8,047 +8%
IWM
157
IHT Wealth Management
Illinois
$3.19M +$876K +28,014 +38%
JIR
158
James Investment Research
Ohio
$3.13M +$62.5K +2,000 +2%
TCA
159
Transcend Capital Advisors
New Jersey
$3.11M +$3.13M +99,986 New
MAFM
160
Mid Atlantic Financial Management
Pennsylvania
$3.09M +$287K +9,192 +10%
NEWAS
161
N.E.W. Advisory Services
Wisconsin
$3.08M +$228K +7,291 +8%
US Bancorp
162
US Bancorp
Minnesota
$3.02M -$169K -5,414 -5%
NEAM
163
New England Asset Management
Connecticut
$2.99M
OCPWS
164
One Charles Private Wealth Services
Massachusetts
$2.99M +$436K +13,949 +17%
HPC
165
HM Payson & Co
Maine
$2.88M
OMC
166
Old Mission Capital
Illinois
$2.76M +$2.76M +88,319 New
SB
167
Simmons Bank
Arkansas
$2.74M -$1.99M -63,623 -42%
DA
168
Detalus Advisors
Missouri
$2.69M -$360K -11,502 -12%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$2.64M -$76K -2,430 -3%
CIP
170
Capital Insight Partners
Arizona
$2.61M -$317K -10,141 -11%
VAG
171
VisionPoint Advisory Group
Texas
$2.49M -$989K -31,612 -28%
SFS
172
Sowell Financial Services
Arkansas
$2.45M +$1.47K +47 +0.1%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$2.38M
CISOA
174
Capital Investment Services of America
Wisconsin
$2.37M -$34.4K -1,100 -1%
WANY
175
Wealthspire Advisors (New York)
New York
$2.35M +$2.35M +75,219 New

SPSB Hedge Fund Activity: Q3 2021 in Review

433 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2021, worth a combined $123B — up 8.6% from $114B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SPSB and 29 opened new positions — a net loss of 10 holders — while 126 trimmed existing stakes and 197 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $230M.

  • 433 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2021, down from 457 in Q2 2021.
  • Funds reported $123B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2021 and 39 closed out, a net change of -10 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2021 was Brown Brothers Harriman & Co, an estimated $46.8M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2021.