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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.18B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 528528 (0)

3.45% less ownership

Funds ownership: 76.75%73.29% (-3.5%)

9% less capital invested

Capital invested by funds: $5.73B → $5.18B (-$544M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 210

Holders
528
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.05%
New
53
Increased
177
Reduced
210
Closed
49
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
176
Clear Creek Financial Management
Washington
$2.92M +$2.97M +99,977 New
USAA
177
United Services Automobile Association
Texas
$2.89M -$462K -15,556 -14%
NEWAS
178
N.E.W. Advisory Services
Wisconsin
$2.88M -$57K -1,921 -2%
CC
179
Courier Capital
New York
$2.81M +$12.8K +430 +0.4%
NEAM
180
New England Asset Management
Connecticut
$2.79M
UCMOK
181
United Capital Management of KS
Kansas
$2.79M +$456K +15,371 +19%
NA
182
NewEdge Advisors
Louisiana
$2.74M -$1.12M -37,755 -29%
GWAG
183
Garrett Wealth Advisory Group
Texas
$2.73M +$216K +7,265 +8%
HPC
184
HM Payson & Co
Maine
$2.69M
IWM
185
IHT Wealth Management
Illinois
$2.67M +$14.3K +483 +0.5%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$2.65M +$1.45M +48,985 +118%
CA
187
CSM Advisors
Pennsylvania
$2.64M -$1.28M -43,200 -32%
NRA
188
NSI Retail Advisors
Pennsylvania
$2.64M -$1.28M -43,200 -32%
SWP
189
Stratos Wealth Partners
Ohio
$2.62M +$11.1K +374 +0.4%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$2.61M +$931K +31,377 +54%
WF
191
Wayfinding Financial
Washington
$2.6M +$2.64M +89,019 New
KBFS
192
Kohmann Bosshard Financial Services
Ohio
$2.4M -$1.58M -53,343 -39%
NAS
193
Nicolet Advisory Services
Wisconsin
$2.37M -$495K -16,665 -17%
RC
194
Roundview Capital
New Jersey
$2.35M +$18.1K +610 +0.8%
LWMG
195
Levy Wealth Management Group
Pennsylvania
$2.35M +$1.86M +62,734 +356%
TPCW
196
TD Private Client Wealth
New York
$2.3M +$104K +3,504 +5%
MA
197
MAS Advisors
Florida
$2.29M
LFA
198
Laraway Financial Advisors
Minnesota
$2.29M +$25.2K +850 +1%
PAS
199
Park Avenue Securities
New York
$2.26M -$615K -20,725 -21%
SFM
200
Signet Financial Management
New Jersey
$2.25M +$832K +28,016 +57%

SPSB Hedge Fund Activity: Q3 2022 in Review

528 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2022, worth a combined $5.18B — down 9.5% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 49 closed out — a net gain of 4 holders — while 177 added to existing stakes and 210 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Fisher Asset Management, cutting an estimated $340M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5.18B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2022 and 49 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2022.