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State Street SPDR Portfolio Short Term Corporate Bond ETF

433 hedge funds and large institutions have $123B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 197 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 126

9% more capital invested

Capital invested by funds: $114B → $123B (+$9.79B)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.83% less ownership

Funds ownership: 73.16%70.33% (-2.8%)

5% less funds holding

Funds holding: 457433 (-24)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
433
Holders Change
-24
Holders Change %
-5.25%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
29
Increased
197
Reduced
126
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
201
Badgley Phelps Wealth Managers
Washington
$1.58M +$1.59M +50,704 New
LA
202
LexAurum Advisors
Kansas
$1.58M +$12.4K +398 +0.8%
RFO
203
RiverGlades Family Offices
Florida
$1.53M -$26K -830 -2%
SCA
204
Stillwater Capital Advisors
Pennsylvania
$1.48M +$141K +4,505 +11%
RJT
205
Raymond James Trust
Florida
$1.44M +$39.4K +1,260 +3%
CF
206
Centaurus Financial
California
$1.4M +$24.1K +771 +2%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$1.37M +$1.37M +43,896 New
RC
208
Roundview Capital
New Jersey
$1.37M
ACM
209
Antonetti Capital Management
Florida
$1.33M +$1.33M +42,593 New
WFA
210
Wells Financial Advisors
Massachusetts
$1.3M +$32.4K +1,037 +3%
Cerity Partners
211
Cerity Partners
New York
$1.29M
WA
212
Wealthstar Advisors
Texas
$1.23M -$44.1K -1,410 -3%
CWA
213
Clearview Wealth Advisors
Oregon
$1.23M -$493K -15,756 -29%
GCA
214
Gradient Capital Advisors
California
$1.21M -$53.7K -1,718 -4%
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$1.18M +$1.19M +37,900 New
Charles Schwab
216
Charles Schwab
California
$1.18M -$142K -4,550 -11%
SWP
217
Stratos Wealth Partners
Ohio
$1.17M +$79.1K +2,530 +7%
BMD
218
Better Money Decisions
New Mexico
$1.16M +$5.82K +186 +0.5%
OCM
219
Orion Capital Management
California
$1.16M -$3.53K -113 -0.3%
EA
220
Eclectic Associates
California
$1.15M
UCFA
221
United Capital Financial Advisors
Texas
$1.15M -$46.9K -1,500 -4%
SW
222
SkyOak Wealth
Michigan
$1.14M -$109K -3,500 -9%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$1.13M +$21K +673 +2%
WTC
224
WhitTier Trust Company
Nevada
$1.09M -$52.4K -1,675 -5%
OGF
225
Orin Green Financial
California
$1.08M +$56.5K +1,808 +6%

SPSB Hedge Fund Activity: Q3 2021 in Review

433 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2021, worth a combined $123B — up 8.6% from $114B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SPSB and 29 opened new positions — a net loss of 10 holders — while 126 trimmed existing stakes and 197 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $230M.

  • 433 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2021, down from 457 in Q2 2021.
  • Funds reported $123B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2021 and 39 closed out, a net change of -10 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2021 was Brown Brothers Harriman & Co, an estimated $46.8M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2021.