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State Street SPDR Portfolio Short Term Corporate Bond ETF

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19%71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$2.17M -$212K -7,143 -9%
RFO
202
RiverGlades Family Offices
Florida
$2.15M +$5.04K +170 +0.2%
LFA
203
Laraway Financial Advisors
Minnesota
$2.05M -$49.3K -1,664 -2%
KPWS
204
Kestra Private Wealth Services
Texas
$1.99M +$65.3K +2,205 +3%
RWM
205
Rockwood Wealth Management
Pennsylvania
$1.92M -$637K -21,507 -25%
CIAS
206
CFS Investment Advisory Services
New Jersey
$1.91M +$461K +15,563 +32%
MCM
207
MidAtlantic Capital Management
Virginia
$1.87M +$1.41M +47,598 +307%
CJ
208
Caitlin John
Michigan
$1.87M +$84.9K +2,866 +5%
NP
209
Nilsine Partners
Colorado
$1.87M +$60.2K +2,032 +3%
MA
210
Mutual Advisors
Nebraska
$1.85M -$271K -9,161 -13%
PIMG
211
Patriot Investment Management Group
Tennessee
$1.83M +$15.1K +508 +0.8%
WFAG
212
Wescott Financial Advisory Group
Pennsylvania
$1.82M +$61.4K +2,071 +3%
WH
213
Whitcomb & Hess
Ohio
$1.81M -$11.9M -402,884 -87%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$1.81M +$369K +12,463 +26%
AOWM
215
Alpha Omega Wealth Management
Virginia
$1.8M -$12.5K -422 -0.7%
SW
216
SMART Wealth
Nebraska
$1.79M -$255K -8,600 -13%
BBA
217
BLB&B Advisors
Pennsylvania
$1.79M +$1.36K +46 +0.1%
CA
218
CSM Advisors
Pennsylvania
$1.78M -$62.2K -2,100 -3%
NRA
219
NSI Retail Advisors
Pennsylvania
$1.78M -$62.2K -2,100 -3%
LFG
220
Larson Financial Group
Missouri
$1.78M -$245K -8,271 -12%
BFM
221
Boston Financial Management
Massachusetts
$1.76M -$93.8K -3,166 -5%
FHA
222
First Horizon Advisors
Tennessee
$1.74M -$38.3K -1,293 -2%
FC
223
FCA Corp
Texas
$1.71M +$7.29K +246 +0.4%
Stifel Financial
224
Stifel Financial
Missouri
$1.7M -$1.76M -59,247 -51%
RC
225
Roundview Capital
New Jersey
$1.69M -$63.6K -2,148 -4%

SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.