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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Continuum Advisory
Idaho
$3.6M -$61.1K -2,044 -2%
WT
177
Whittier Trust
California
$3.57M +$2.74M +91,638 +321%
LFG
178
Larson Financial Group
Missouri
$3.55M +$36.5K +1,222 +1%
ZIM
179
Zacks Investment Management
Illinois
$3.49M -$253K -8,461 -7%
JIR
180
James Investment Research
Ohio
$3.45M -$231K -7,725 -6%
USAA
181
United Services Automobile Association
Texas
$3.4M -$225K -7,538 -6%
B
182
Bridgeworth
Alabama
$3.37M -$991K -33,160 -23%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$3.27M -$468K -15,668 -12%
OWA
184
Outlook Wealth Advisors
Texas
$3.25M +$3.27M +109,337 New
Bank of New York Mellon
185
Bank of New York Mellon
New York
$3.12M -$6.03M -201,719 -66%
CM
186
Columbus Macro
Pennsylvania
$3.11M -$3.05M -102,024 -49%
BPWM
187
Badgley Phelps Wealth Managers
Washington
$3.06M +$731K +24,465 +31%
Creative Planning
188
Creative Planning
Kansas
$3.06M -$283K -9,455 -8%
WFS
189
Walker Financial Services
Kentucky
$3.04M +$3.06M +102,368 New
NEWAS
190
N.E.W. Advisory Services
Wisconsin
$2.99M +$643K +21,506 +27%
FWM
191
Foresight Wealth Management
Utah
$2.98M -$23.3M -778,325 -89%
NAS
192
Nicolet Advisory Services
Wisconsin
$2.92M -$338K -11,300 -10%
PAS
193
Park Avenue Securities
New York
$2.92M +$908K +30,396 +45%
CC
194
Courier Capital
New York
$2.85M -$185K -6,205 -6%
NEAM
195
New England Asset Management
Connecticut
$2.84M
GWM
196
Geneos Wealth Management
Colorado
$2.81M +$808K +27,028 +40%
HPC
197
HM Payson & Co
Maine
$2.74M
IWM
198
IHT Wealth Management
Illinois
$2.71M +$5.56K +186 +0.2%
SWP
199
Stratos Wealth Partners
Ohio
$2.65M +$752K +25,162 +39%
GWAG
200
Garrett Wealth Advisory Group
Texas
$2.56M +$590K +19,746 +30%

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.