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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
151
Coury Firm Asset Management
Pennsylvania
$4.72M -$965K -32,279 -17%
AAP
152
Arax Advisory Partners
Colorado
$4.67M -$438K -14,667 -9%
SI
153
Stephens Inc
Arkansas
$4.37M -$1.68M -56,382 -28%
Mariner
154
Mariner
Kansas
$4.35M -$509K -17,041 -10%
SLA
155
Silver Lake Advisory
Utah
$4.26M +$10.6K +354 +0.2%
MFG
156
Merit Financial Group
Georgia
$4.26M +$3.93M +131,518 +1,124%
SCA
157
STALEY CAPITAL ADVISERS
Pennsylvania
$4.2M -$53.8K -1,800 -1%
PWW
158
Pettyjohn Wood & White
Virginia
$4.18M -$1.04M -34,850 -20%
VAS
159
Vestmark Advisory Solutions
Massachusetts
$4.1M -$5.61M -187,582 -58%
B
160
Bailard
California
$4.09M -$6.33M -211,798 -61%
KBFS
161
Kohmann Bosshard Financial Services
Ohio
$4.03M +$2.2M +73,549 +119%
WEG
162
World Equity Group
Illinois
$4.01M +$4.03M +134,857 New
BIA
163
Bell Investment Advisors
California
$4M +$4.02M +134,584 New
CA
164
CSM Advisors
Pennsylvania
$3.98M
NRA
165
NSI Retail Advisors
Pennsylvania
$3.98M
EAM
166
Eukles Asset Management
Ohio
$3.97M +$74.9K +2,507 +2%
WCA
167
Westover Capital Advisors
Delaware
$3.95M +$565K +18,912 +17%
NA
168
NewEdge Advisors
Louisiana
$3.91M -$2.95M -98,650 -43%
AWS
169
Atria Wealth Solutions
New York
$3.89M +$2.38M +79,574 +155%
PIMG
170
Patriot Investment Management Group
Tennessee
$3.86M -$22.9K -766 -0.6%
PIM
171
Penobscot Investment Management
Massachusetts
$3.81M -$356K -11,900 -8%
ATFA
172
All Terrain Financial Advisors
Minnesota
$3.76M -$283K -9,483 -7%
CGFA
173
Colton Groome Financial Advisors
North Carolina
$3.74M +$3.56M +119,123 +1,756%
FFG
174
Fullen Financial Group
Ohio
$3.72M +$92.2K +3,086 +3%
EGA
175
Eagle Global Advisors
Texas
$3.66M -$191K -6,400 -5%

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.