We are live on ! Find out more
SPSB icon

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
OMC
201
Old Mission Capital
Illinois
$2.49M +$2.51M +83,901 New
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$2.46M -$2.27M -75,912 -48%
UCMOK
203
United Capital Management of KS
Kansas
$2.38M -$187K -6,252 -7%
CM
204
Crestline Management
Texas
$2.38M +$2.39M +80,000 New
RC
205
Roundview Capital
New Jersey
$2.38M +$832K +27,856 +54%
MA
206
MAS Advisors
Florida
$2.33M -$37.7K -1,262 -2%
LFA
207
Laraway Financial Advisors
Minnesota
$2.3M -$52.9K -1,770 -2%
TPCW
208
TD Private Client Wealth
New York
$2.23M +$102K +3,421 +5%
CISOA
209
Capital Investment Services of America
Wisconsin
$2.18M -$68.9K -2,304 -3%
TPW
210
Transatlantique Private Wealth
New York
$2.16M +$2.17M +72,770 New
EWM
211
Echo Wealth Management
Minnesota
$2.12M +$109K +3,656 +5%
DCM
212
DGS Capital Management
New Jersey
$2.11M -$7.98K -267 -0.4%
WANY
213
Wealthspire Advisors (New York)
New York
$2.08M -$155K -5,190 -7%
WTC
214
WhitTier Trust Company
Nevada
$2M +$995K +33,303 +98%
JCM
215
Jacobi Capital Management
Pennsylvania
$1.91M -$42.3K -1,415 -2%
BCI
216
Brinker Capital Investments
Pennsylvania
$1.9M +$1.91M +63,837 New
SWM
217
SeaCrest Wealth Management
New York
$1.88M
CFGS
218
Concourse Financial Group Securities
Alabama
$1.79M -$990K -33,124 -35%
BSWM
219
Boston Standard Wealth Management
Massachusetts
$1.75M -$38.7K -1,295 -2%
G
220
GenTrust
Florida
$1.74M +$1.75M +58,494 New
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$1.72M +$4.15K +139 +0.2%
NGA
222
Naples Global Advisors
Florida
$1.7M -$464K -15,516 -21%
CSA
223
Cottage Street Advisors
Massachusetts
$1.69M -$256K -8,582 -13%
GVAG
224
Great Valley Advisor Group
Delaware
$1.67M -$166K -5,540 -9%
First Trust Advisors
225
First Trust Advisors
Illinois
$1.66M +$1.67M +55,840 New

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.