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State Street SPDR Portfolio Short Term Corporate Bond ETF

457 hedge funds and large institutions have $114B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,761% more capital invested

Capital invested by funds: $6.1B → $114B (+$107B)

42% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 138

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

2% more funds holding

Funds holding: 446457 (+11)

6.16% less ownership

Funds ownership: 79.32%73.16% (-6.2%)

13% less funds holding in top 10

Funds holding in top 10: 4640 (-6)

Holders
457
Holders Change
+11
Holders Change %
+2.47%
% of All Funds
7.95%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.7%
New
52
Increased
196
Reduced
138
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
176
Strategic Wealth Management Group
Maryland
$2.35M +$1.49M +47,662 +173%
OIA
177
OneDigital Investment Advisors
Kansas
$2.33M +$1.51M +48,286 +185%
IWM
178
IHT Wealth Management
Illinois
$2.32M +$1.65M +52,721 +247%
Kovitz Investment Group Partners
179
Kovitz Investment Group Partners
Illinois
$2.2M -$592K -18,895 -21%
SWM
180
SeaCrest Wealth Management
New York
$2.13M -$189K -6,047 -8%
LHC
181
Little House Capital
Massachusetts
$2.1M -$5.76M -183,815 -73%
FC
182
FCA Corp
Texas
$1.98M +$50K +1,597 +3%
CA
183
Cetera Advisors
Colorado
$1.91M -$177K -5,667 -9%
TSS
184
Two Sigma Securities
New York
$1.88M +$1.13M +35,986 +150%
JCM
185
Jacobi Capital Management
Pennsylvania
$1.85M +$593K +18,954 +47%
GVAG
186
Great Valley Advisor Group
Delaware
$1.84M +$1.41M +44,949 +328%
CFG
187
Cooper Financial Group
California
$1.83M +$137K +4,385 +8%
CSA
188
Cottage Street Advisors
Massachusetts
$1.82M +$262K +8,361 +17%
BFA
189
Brendel Financial Advisors
New Hampshire
$1.77M +$1.77M +56,484 New
NGA
190
Naples Global Advisors
Florida
$1.77M +$182K +5,805 +11%
BSWM
191
Boston Standard Wealth Management
Massachusetts
$1.76M +$83.9K +2,680 +5%
GL
192
Graypoint LLC
New York
$1.74M +$1.17M +37,400 +205%
CWA
193
Clearview Wealth Advisors
Oregon
$1.72M +$45.5K +1,452 +3%
EWM
194
Echo Wealth Management
Minnesota
$1.72M -$88.6K -2,831 -5%
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$1.72M -$122K -3,882 -7%
GCM
196
Gibraltar Capital Management
Oklahoma
$1.71M -$64.3K -2,055 -4%
B
197
Bridgeworth
Alabama
$1.67M -$122K -3,912 -7%
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$1.66M +$118K +3,757 +8%
RIM
199
Rockbridge Investment Management
New York
$1.64M -$12.9K -411 -0.8%
GWM
200
Greenwich Wealth Management
Connecticut
$1.59M -$96.2K -3,071 -6%

SPSB Hedge Fund Activity: Q2 2021 in Review

457 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2021, worth a combined $114B — up 1,761% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPSB positions and 37 closed out — a net gain of 15 holders — while 196 added to existing stakes and 138 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $62.6M. The largest seller was TIAA FSB, cutting an estimated $407M.

  • 457 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2021, up from 446 in Q1 2021.
  • Funds reported $114B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2021, up 1,761% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2021 and 37 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2021 was Brown Brothers Harriman & Co, an estimated $62.6M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2021 was TIAA FSB, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2021.