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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 215 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 180

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $5.49B → $5.56B (+$66.9M)

0% less funds holding

Funds holding: 529528 (-1)

0.48% less ownership

Funds ownership: 71.42%70.95% (-0.48%)

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.58%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
49
Increased
215
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
Revisor Wealth Management
Ohio
$2.88M -$3.97M -132,472 -58%
DCM
177
DGS Capital Management
New Jersey
$2.86M +$190K +6,319 +7%
TPCW
178
TD Private Client Wealth
New York
$2.85M +$340K +11,339 +14%
GI
179
GAMMA Investing
California
$2.77M +$384K +12,799 +16%
GM
180
GeoWealth Management
Illinois
$2.72M -$38.4K -1,280 -1%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$2.72M +$866K +28,879 +48%
SEI Investments
182
SEI Investments
Pennsylvania
$2.7M +$1.98M +66,010 +284%
Truist Financial
183
Truist Financial
North Carolina
$2.59M -$1.14M -38,073 -31%
AAS
184
Ameritas Advisory Services
Nebraska
$2.59M -$157K -5,246 -6%
NFG
185
Nations Financial Group
Iowa
$2.57M -$19.4K -647 -0.8%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$2.51M -$18.6M -619,381 -88%
MWM
187
Mascoma Wealth Management
New Hampshire
$2.47M +$1.94M +64,661 +384%
TFA
188
Tranquilli Financial Advisor
New Jersey
$2.43M +$16K +532 +0.7%
ZIM
189
Zacks Investment Management
Illinois
$2.43M -$10.8K -361 -0.4%
DWP
190
Destiny Wealth Partners
Florida
$2.42M
RFO
191
RiverGlades Family Offices
Florida
$2.39M +$194K +6,474 +9%
TWP
192
Total Wealth Planning
Ohio
$2.34M -$312K -10,406 -12%
GAM
193
Gould Asset Management
California
$2.33M +$73.4K +2,445 +3%
BSWM
194
Boston Standard Wealth Management
Massachusetts
$2.3M +$85.8K +2,861 +4%
TCMP
195
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.3M -$197K -6,570 -8%
Corient Private Wealth
196
Corient Private Wealth
Florida
$2.3M +$86.2K +2,874 +4%
KPWS
197
Kestra Private Wealth Services
Texas
$2.25M +$214K +7,124 +11%
FCAS
198
First Command Advisory Services
Texas
$2.22M +$2.2M +73,354 New
BS
199
Banco Santander
Spain
$2.2M -$1.46M -48,546 -40%
HCC
200
Hirtle Callaghan & Co
Pennsylvania
$2.1M

SPSB Hedge Fund Activity: Q3 2024 in Review

528 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2024, worth a combined $5.56B — up 1.2% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPSB positions and 46 closed out — a net gain of 3 holders — while 215 added to existing stakes and 180 trimmed.

The largest buyer was Creative Planning, adding an estimated $91.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $108M sold.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2024, down from 529 in Q2 2024.
  • Funds reported $5.56B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2024 was Creative Planning, an estimated $91.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.