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State Street SPDR Portfolio Short Term Corporate Bond ETF

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19%71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
176
Parcion Private Wealth
Washington
$2.86M -$725K -24,458 -20%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$2.85M +$444K +14,982 +18%
HPC
178
HM Payson & Co
Maine
$2.85M +$115K +3,865 +4%
DC
179
Davenport & Co
Virginia
$2.82M +$695K +23,457 +33%
SWP
180
Stratos Wealth Partners
Ohio
$2.79M -$151K -5,112 -5%
CWMGP
181
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.78M -$11.8K -398 -0.4%
CFGS
182
Concourse Financial Group Securities
Alabama
$2.73M -$211K -7,110 -7%
GM
183
GeoWealth Management
Illinois
$2.7M -$98.8K -3,335 -4%
CPRC
184
Consolidated Portfolio Review Corp
New York
$2.7M -$44.8K -1,511 -2%
AAS
185
Ameritas Advisory Services
Nebraska
$2.69M -$157K -5,283 -6%
TWP
186
Total Wealth Planning
Ohio
$2.62M -$638K -21,526 -20%
VRM
187
Vectors Research Management
New York
$2.62M -$1.88M -63,547 -42%
DCM
188
DGS Capital Management
New Jersey
$2.62M +$101K +3,394 +4%
SPIA
189
Steward Partners Investment Advisory
New York
$2.61M +$20.8K +703 +0.8%
NFG
190
Nations Financial Group
Iowa
$2.54M -$133K -4,485 -5%
CW
191
Channel Wealth
California
$2.49M -$45.4K -1,531 -2%
TPCW
192
TD Private Client Wealth
New York
$2.46M +$488K +16,478 +25%
TCMP
193
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.45M +$2.45M +82,611 New
ZIM
194
Zacks Investment Management
Illinois
$2.4M -$40.1K -1,353 -2%
DWP
195
Destiny Wealth Partners
Florida
$2.37M -$9.27M -312,953 -80%
TFA
196
Tranquilli Financial Advisor
New Jersey
$2.36M +$700K +23,615 +42%
GI
197
GAMMA Investing
California
$2.33M +$873K +29,457 +60%
Principal Financial Group
198
Principal Financial Group
Iowa
$2.25M +$2.25M +75,848 New
GAM
199
Gould Asset Management
California
$2.22M +$28.6K +965 +1%
BSWM
200
Boston Standard Wealth Management
Massachusetts
$2.17M +$69.9K +2,360 +3%

SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.