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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
EWM
201
Echo Wealth Management
Minnesota
$2.1M +$23.5K +792 +1%
B
202
Bridgeworth
Alabama
$2.09M -$1.24M -41,741 -37%
DCM
203
DGS Capital Management
New Jersey
$2.03M -$48K -1,618 -2%
CISOA
204
Capital Investment Services of America
Wisconsin
$2.02M -$134K -4,500 -6%
JCM
205
Jacobi Capital Management
Pennsylvania
$2M +$126K +4,243 +7%
ASN
206
Advisory Services Network
Georgia
$1.94M +$1.25M +42,208 +175%
WANY
207
Wealthspire Advisors (New York)
New York
$1.89M -$153K -5,159 -7%
AFG
208
Arkansas Financial Group
Arkansas
$1.87M +$1.27M +42,936 +203%
NB
209
NBT Bank
New York
$1.85M +$1.88M +63,320 New
BCI
210
Brinker Capital Investments
Pennsylvania
$1.84M -$25.7K -867 -1%
GVAG
211
Great Valley Advisor Group
Delaware
$1.81M +$175K +5,888 +10%
AWS
212
Atria Wealth Solutions
New York
$1.75M -$2.11M -71,035 -54%
WTC
213
WhitTier Trust Company
Nevada
$1.74M -$225K -7,592 -11%
First Trust Advisors
214
First Trust Advisors
Illinois
$1.73M +$98.6K +3,320 +6%
CFGS
215
Concourse Financial Group Securities
Alabama
$1.72M -$47.3K -1,595 -3%
AOWM
216
Alpha Omega Wealth Management
Virginia
$1.71M +$563K +18,954 +48%
FC
217
FCA Corp
Texas
$1.69M +$157K +5,292 +10%
CFG
218
Cooper Financial Group
California
$1.68M +$48.4K +1,631 +3%
BSWM
219
Boston Standard Wealth Management
Massachusetts
$1.67M -$44K -1,483 -3%
APA
220
Astoria Portfolio Advisors
New York
$1.65M -$3.49M -117,719 -68%
RIM
221
Rockbridge Investment Management
New York
$1.63M +$329K +11,068 +25%
WT
222
Whittier Trust
California
$1.62M -$1.92M -64,627 -54%
Cohen & Steers
223
Cohen & Steers
New York
$1.62M -$3.35M -113,000 -67%
G
224
GenTrust
Florida
$1.61M -$103K -3,464 -6%
WFA
225
Wells Financial Advisors
Massachusetts
$1.54M +$45.2K +1,521 +3%

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.