We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.56B → $5.77B (+$214M)

3% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 59

0% less funds holding

Funds holding: 549547 (-2)

1.37% less ownership

Funds ownership: 71.94%70.56% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6056 (-4)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.59%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
201
Gladstone Institutional Advisory
Florida
$2.66M +$225K +7,613 +9%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$2.64M +$1.22M +41,385 +86%
CWA
203
Clearview Wealth Advisors
Oregon
$2.63M -$70.6K -2,391 -3%
CPRC
204
Consolidated Portfolio Review Corp
New York
$2.58M +$261K +8,831 +11%
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$2.55M -$731K -24,775 -22%
PCA
206
Prosperity Capital Advisors
Ohio
$2.55M +$1.44M +48,834 +129%
OGF
207
Orin Green Financial
California
$2.54M +$12.8K +432 +0.5%
GM
208
GeoWealth Management
Illinois
$2.48M +$406K +13,768 +19%
CA
209
CSM Advisors
Pennsylvania
$2.46M
NRA
210
NSI Retail Advisors
Pennsylvania
$2.46M
HAS
211
HBW Advisory Services
California
$2.44M +$1.88M +63,726 +331%
JIR
212
James Investment Research
Ohio
$2.42M -$194K -6,581 -7%
HF
213
HRT Financial
New York
$2.4M +$2.41M +81,550 New
AWM
214
Apollon Wealth Management
South Carolina
$2.39M +$1.18M +39,895 +97%
LWMG
215
Levy Wealth Management Group
Pennsylvania
$2.38M -$241K -8,153 -9%
TPW
216
Transatlantique Private Wealth
New York
$2.35M -$78.4K -2,656 -3%
LFG
217
Larson Financial Group
Missouri
$2.32M -$58K -1,963 -2%
SIA
218
SeaBridge Investment Advisors
New Jersey
$2.31M -$1.25M -42,286 -35%
AWA
219
Arete Wealth Advisors
Illinois
$2.31M +$78.5K +2,659 +4%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$2.3M -$1.98M -67,146 -46%
RWM
221
Rockwood Wealth Management
Pennsylvania
$2.28M -$14.6K -493 -0.6%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$2.27M -$282K -9,554 -11%
LFA
223
Laraway Financial Advisors
Minnesota
$2.26M -$10.4K -352 -0.5%
KBFS
224
Kohmann Bosshard Financial Services
Ohio
$2.26M -$239K -8,104 -10%
DCM
225
DGS Capital Management
New Jersey
$2.23M +$92.4K +3,129 +4%

SPSB Hedge Fund Activity: Q2 2023 in Review

547 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2023, worth a combined $5.77B — up 3.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPSB positions and 59 closed out — a net gain of 2 holders — while 194 added to existing stakes and 222 trimmed.

The largest buyer was Jane Street, adding an estimated $149M. The largest seller was State Street, cutting an estimated $143M.

  • 547 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2023, down from 549 in Q1 2023.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2023 and 59 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $149M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2023 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2023.