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State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.56B → $5.77B (+$214M)

3% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 59

0% less funds holding

Funds holding: 549547 (-2)

1.37% less ownership

Funds ownership: 71.94%70.56% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6056 (-4)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.59%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Bartlett & Co
Ohio
$4.33M -$121K -4,108 -3%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$4.33M -$121K -4,108 -3%
WPWM
153
Windward Private Wealth Management
Kansas
$4.31M -$1.01M -34,113 -19%
AL
154
ADE LLC
Maryland
$4.27M -$181K -6,142 -4%
PCM
155
Parsons Capital Management
Rhode Island
$4.26M -$232K -7,856 -5%
BFM
156
Boston Financial Management
Massachusetts
$4.25M -$782K -26,477 -15%
EAM
157
Eukles Asset Management
Ohio
$4.19M -$42K -1,423 -1%
PPW
158
Parcion Private Wealth
Washington
$4.14M -$54.2K -1,837 -1%
FHA
159
First Horizon Advisors
Tennessee
$4.05M -$1.53M -51,930 -27%
SLA
160
Silver Lake Advisory
Utah
$4.05M -$121K -4,096 -3%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$4.03M -$26M -879,151 -87%
MFG
162
Merit Financial Group
Georgia
$4.01M -$1.09M -37,016 -21%
LCGC
163
Legacy Capital Group California
California
$3.95M -$299K -10,121 -7%
BFA
164
BMS Financial Advisors
South Dakota
$3.94M +$3.95M +133,801 New
RWPA
165
Richard W. Paul & Associates
Michigan
$3.87M -$108K -3,653 -3%
EGA
166
Eagle Global Advisors
Texas
$3.74M -$31.6K -1,070 -0.8%
TWP
167
Total Wealth Planning
Ohio
$3.73M -$46.9K -1,589 -1%
SI
168
Stephens Inc
Arkansas
$3.69M -$1.78M -60,352 -32%
SCA
169
STALEY CAPITAL ADVISERS
Pennsylvania
$3.57M -$53.6K -1,815 -1%
PAS
170
Park Avenue Securities
New York
$3.53M +$1.14M +38,464 +47%
WFAG
171
Wescott Financial Advisory Group
Pennsylvania
$3.5M -$267K -9,028 -7%
AWS
172
Atria Wealth Solutions
New York
$3.46M -$1.11M -37,581 -24%
ACM
173
Absolute Capital Management
Pennsylvania
$3.35M +$9.92K +336 +0.3%
CA
174
Cetera Advisors
Colorado
$3.33M +$435K +14,725 +15%
PWG
175
Portside Wealth Group
Utah
$3.28M +$3.29M +111,562 New

SPSB Hedge Fund Activity: Q2 2023 in Review

547 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2023, worth a combined $5.77B — up 3.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPSB positions and 59 closed out — a net gain of 2 holders — while 194 added to existing stakes and 222 trimmed.

The largest buyer was Jane Street, adding an estimated $149M. The largest seller was State Street, cutting an estimated $143M.

  • 547 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2023, down from 549 in Q1 2023.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2023 and 59 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $149M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2023 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2023.