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State Street SPDR Portfolio Short Term Corporate Bond ETF

457 hedge funds and large institutions have $114B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,761% more capital invested

Capital invested by funds: $6.1B → $114B (+$107B)

42% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 138

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

2% more funds holding

Funds holding: 446457 (+11)

6.16% less ownership

Funds ownership: 79.32%73.16% (-6.2%)

13% less funds holding in top 10

Funds holding in top 10: 4640 (-6)

Holders
457
Holders Change
+11
Holders Change %
+2.47%
% of All Funds
7.95%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.7%
New
52
Increased
196
Reduced
138
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$108B -$75.6M -2,415,749 Closed
Fisher Asset Management
2
Fisher Asset Management
Washington
$654M +$17M +543,751 +3%
State Street
3
State Street
Massachusetts
$363M -$18M -573,420 -5%
Bank of America
4
Bank of America
North Carolina
$348M +$18.9M +603,758 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M +$33.1M +1,057,931 +16%
BlackRock
6
BlackRock
New York
$230M -$50.5M -1,614,409 -18%
FRBONY
7
Federal Reserve Bank of New York
New York
$230M -$50.5M -1,614,409 -18%
VA
8
Valmark Advisers
Ohio
$206M +$13.1M +418,883 +7%
HCC
9
Hirtle Callaghan & Co
Pennsylvania
$199M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$195M +$27.1M +864,245 +16%
TF
11
TIAA FSB
Florida
$190M -$407M -12,986,437 -68%
Members Trust
12
Members Trust
Florida
$148M +$9.92M +316,864 +7%
Truist Financial
13
Truist Financial
North Carolina
$134M +$12.3M +394,250 +10%
Wells Fargo
14
Wells Fargo
California
$116M +$3.41M +109,008 +3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$110M +$13.5M +431,301 +14%
Morgan Stanley
16
Morgan Stanley
New York
$107M -$15.7M -499,828 -13%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.3M -$1.61M -51,266 -2%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$87.8M +$5.12M +163,567 +6%
RJA
19
Raymond James & Associates
Florida
$76.9M +$12M +382,371 +18%
Goldman Sachs
20
Goldman Sachs
New York
$67.4M +$705K +22,511 +1%
BWM
21
Baystate Wealth Management
Massachusetts
$64.9M +$629K +20,076 +1%
LPL Financial
22
LPL Financial
California
$61M +$5.99M +191,376 +11%
HNB
23
Huntington National Bank
Ohio
$53.4M
SB
24
Sunflower Bank
Texas
$48M +$4.59M +146,663 +11%
RVPG
25
Relative Value Partners Group
$47.2M +$2.3M +73,312 +5%

SPSB Hedge Fund Activity: Q2 2021 in Review

457 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2021, worth a combined $114B — up 1,761% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPSB positions and 37 closed out — a net gain of 15 holders — while 196 added to existing stakes and 138 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $62.6M. The largest seller was TIAA FSB, cutting an estimated $407M.

  • 457 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2021, up from 446 in Q1 2021.
  • Funds reported $114B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2021, up 1,761% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2021 and 37 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2021 was Brown Brothers Harriman & Co, an estimated $62.6M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2021 was TIAA FSB, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2021.