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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
OIA
176
OneDigital Investment Advisors
Kansas
$2.27M -$53.1K -1,698 -2%
LGWM
177
Litman Gregory Wealth Management
California
$2.23M +$2.18M +69,607 +3,922%
SWM
178
SeaCrest Wealth Management
New York
$2.11M -$17.2K -549 -0.8%
LHC
179
Little House Capital
Massachusetts
$2.11M +$16.9K +541 +0.8%
Mariner
180
Mariner
Kansas
$2.08M +$725K +23,193 +53%
FC
181
FCA Corp
Texas
$2.05M +$69.5K +2,224 +4%
CFG
182
Cooper Financial Group
California
$1.98M +$154K +4,924 +8%
JCM
183
Jacobi Capital Management
Pennsylvania
$1.97M +$126K +4,019 +7%
GWM
184
Greenwich Wealth Management
Connecticut
$1.95M +$357K +11,416 +22%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$1.95M -$254K -8,125 -12%
EWM
186
Echo Wealth Management
Minnesota
$1.92M +$204K +6,528 +12%
CA
187
Cetera Advisors
Colorado
$1.91M +$7.91K +253 +0.4%
UCMOK
188
United Capital Management of KS
Kansas
$1.84M +$672K +21,498 +58%
NFG
189
Nations Financial Group
Iowa
$1.83M +$1.83M +58,676 New
NGA
190
Naples Global Advisors
Florida
$1.82M +$57.5K +1,840 +3%
BSWM
191
Boston Standard Wealth Management
Massachusetts
$1.79M +$37.8K +1,210 +2%
BFA
192
Brendel Financial Advisors
New Hampshire
$1.76M
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$1.73M +$599K +19,152 +53%
GL
194
Graypoint LLC
New York
$1.73M -$12.5K -400 -0.7%
GCM
195
Gibraltar Capital Management
Oklahoma
$1.7M -$6.1K -195 -0.4%
B
196
Bridgeworth
Alabama
$1.7M +$33.7K +1,078 +2%
GVAG
197
Great Valley Advisor Group
Delaware
$1.69M -$139K -4,460 -8%
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$1.67M -$42.1K -1,345 -2%
RIM
199
Rockbridge Investment Management
New York
$1.66M +$29K +928 +2%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$1.64M -$13.7K -439 -0.8%

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.