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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

491 hedge funds and large institutions have $5.88B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 200 increasing their positions, 134 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

49% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 134

13% more funds holding

Funds holding: 433 → 491 (+58)

9% more funds holding in top 10

Funds holding in top 10: 43 → 47 (+4)

6.12% more ownership

Funds ownership: 70.33% → 76.45% (+6.1%)

95% less capital invested

Capital invested by funds: $123B → $5.88B (-$117B)

Holders
491
Holders Change
+58
Holders Change %
+13.39%
% of All Funds
7.56%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.72%
New
87
Increased
200
Reduced
134
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
+$220M
2
WA
WestEnd Advisors
North Carolina
+$125M
3
Bank of America
Bank of America
North Carolina
+$92.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.4M
5
AIA
Angeles Investment Advisors
California
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
-$38.8M
2
State Street
State Street
Massachusetts
-$32.8M
3
WP
WealthSource Partners
California
-$18.6M
4
DC
Davenport & Co
Virginia
-$11.4M
5
Wells Fargo
Wells Fargo
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
176
New England Asset Management
Connecticut
$2.96M – – –
HPC
177
HM Payson & Co
Maine
$2.85M – – –
VAG
178
VisionPoint Advisory Group
Texas
$2.73M +$292K +9,400 +12%
SB
179
Simmons Bank
Arkansas
$2.65M -$66.4K -2,138 -2%
LFA
180
Laraway Financial Advisors
Minnesota
$2.58M +$2.59M +83,400 New
UCMOK
181
United Capital Management of KS
Kansas
$2.53M +$714K +22,992 +39%
SFS
182
Sowell Financial Services
Arkansas
$2.48M +$49K +1,579 +2%
MA
183
MAS Advisors
Florida
$2.46M +$2.47M +79,473 New
DA
184
Detalus Advisors
Missouri
$2.44M -$227K -7,304 -8%
CISOA
185
Capital Investment Services of America
Wisconsin
$2.35M – – –
KAS
186
Kestra Advisory Services
Texas
$2.32M -$974K -31,358 -29%
WANY
187
Wealthspire Advisors (New York)
New York
$2.32M -$7.14K -230 -0.3%
OIA
188
OneDigital Investment Advisors
Kansas
$2.25M +$1.58K +51 +0.1%
CFG
189
Cooper Financial Group
California
$2.24M +$282K +9,081 +14%
DCM
190
DGS Capital Management
New Jersey
$2.24M +$2.24M +72,271 New
TPCW
191
TD Private Client Wealth
New York
$2.23M +$2.01M +64,837 +918%
LHC
192
Little House Capital
Massachusetts
$2.15M +$51K +1,641 +2%
NGA
193
Naples Global Advisors
Florida
$2.12M +$314K +10,114 +17%
CIP
194
Capital Insight Partners
Arizona
$2.07M -$518K -16,665 -20%
SWM
195
SeaCrest Wealth Management
New York
$2.04M -$50.7K -1,633 -2%
CSA
196
Cottage Street Advisors
Massachusetts
$2.03M +$2.03M +65,500 New
EWM
197
Echo Wealth Management
Minnesota
$2M +$100K +3,232 +5%
CFO
198
Colony Family Offices
North Carolina
$1.98M +$1.98M +63,815 New
BPWM
199
Badgley Phelps Wealth Managers
Washington
$1.97M +$400K +12,866 +25%
Cohen & Steers
200
Cohen & Steers
New York
$1.93M +$1.89M +60,700 +3,681%
6 7
8
9 10

SPSB Hedge Fund Activity: Q4 2021 in Review

491 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2021, worth a combined $5.88B — down 95% from $123B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 22 closed out — a net gain of 65 holders — while 200 added to existing stakes and 134 trimmed.

The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $220M. The largest seller was Berkshire Money Management, exiting entirely with an estimated $38.8M sold.

  • 491 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2021, up from 433 in Q3 2021.
  • Funds reported $5.88B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2021, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2021 and 22 closed out, a net change of +65 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2021 was Hirtle Callaghan & Co, an estimated $220M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2021 was Berkshire Money Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q4 2021.