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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
EGA
151
Eagle Global Advisors
Texas
$4.19M +$606K +20,425 +17%
MFG
152
Merit Financial Group
Georgia
$4.18M -$1.75K -59 -0%
SPW
153
Surience Private Wealth
Washington
$4.15M +$4.22M +142,160 New
SLA
154
Silver Lake Advisory
Utah
$4.1M -$85.7K -2,888 -2%
EAM
155
Eukles Asset Management
Ohio
$4.1M +$199K +6,696 +5%
SI
156
Stephens Inc
Arkansas
$4M -$306K -10,315 -7%
SCA
157
STALEY CAPITAL ADVISERS
Pennsylvania
$3.94M -$197K -6,650 -5%
GWM
158
Geneos Wealth Management
Colorado
$3.76M +$1.03M +34,716 +37%
FFG
159
Fullen Financial Group
Ohio
$3.62M -$24.5K -824 -0.7%
WCA
160
Westover Capital Advisors
Delaware
$3.6M -$285K -9,604 -7%
CA
161
Continuum Advisory
Idaho
$3.53M -$6.23K -210 -0.2%
LFG
162
Larson Financial Group
Missouri
$3.46M -$21.8K -733 -0.6%
ATFA
163
All Terrain Financial Advisors
Minnesota
$3.45M -$242K -8,158 -6%
JIR
164
James Investment Research
Ohio
$3.39M
PIMG
165
Patriot Investment Management Group
Tennessee
$3.35M -$456K -15,354 -12%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$3.3M -$1.47M -49,357 -30%
PIM
167
Penobscot Investment Management
Massachusetts
$3.27M -$484K -16,300 -13%
CGFA
168
Colton Groome Financial Advisors
North Carolina
$3.24M -$446K -15,029 -12%
BPWM
169
Badgley Phelps Wealth Managers
Washington
$3.1M +$90.9K +3,063 +3%
OWA
170
Outlook Wealth Advisors
Texas
$3.1M -$101K -3,388 -3%
ZIM
171
Zacks Investment Management
Illinois
$3.08M -$355K -11,960 -10%
PWW
172
Pettyjohn Wood & White
Virginia
$3.05M -$1.08M -36,295 -26%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$3M -$64.9K -2,187 -2%
Mariner
174
Mariner
Kansas
$2.96M -$1.33M -44,866 -31%
TPW
175
Transatlantique Private Wealth
New York
$2.95M +$834K +28,080 +39%

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.