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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

433 hedge funds and large institutions have $123B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 197 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 126

9% more capital invested

Capital invested by funds: $114B → $123B (+$9.79B)

8% more funds holding in top 10

Funds holding in top 10: 40 → 43 (+3)

2.83% less ownership

Funds ownership: 73.16% → 70.33% (-2.8%)

5% less funds holding

Funds holding: 457 → 433 (-24)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
433
Holders Change
-24
Holders Change %
-5.25%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
29
Increased
197
Reduced
126
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$46.8M
2
BMM
Berkshire Money Management
Massachusetts
+$44.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$35.4M
4
DC
Davenport & Co
Virginia
+$33.4M
5
B
Bailard
California
+$23M

Top Sellers

1
BlackRock
BlackRock
New York
-$230M
2
Citadel Advisors
Citadel Advisors
Florida
-$23.2M
3
RCIM
Red Cedar Investment Management
Michigan
-$21.8M
4
Jane Street
Jane Street
New York
-$18.1M
5
WP
WealthSource Partners
California
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$118B – – –
Fisher Asset Management
2
Fisher Asset Management
Washington
$665M +$12.5M +398,608 +2%
Bank of America
3
Bank of America
North Carolina
$351M +$3.72M +118,984 +1%
State Street
4
State Street
Massachusetts
$347M -$14.8M -471,728 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$261M +$15.4M +492,950 +6%
HCC
6
Hirtle Callaghan & Co
Pennsylvania
$209M – – –
VA
7
Valmark Advisers
Ohio
$208M +$2.48M +79,441 +1%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$208M +$13.2M +423,168 +7%
TF
9
TIAA FSB
Florida
$189M -$1.27M -40,727 -0.7%
Members Trust
10
Members Trust
Florida
$156M +$7.64M +244,337 +5%
Truist Financial
11
Truist Financial
North Carolina
$144M +$10M +320,994 +7%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$126M +$35.4M +1,130,460 +39%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$116M +$6.61M +211,364 +6%
Morgan Stanley
14
Morgan Stanley
New York
$116M +$8.68M +277,693 +8%
Wells Fargo
15
Wells Fargo
California
$113M -$2.47M -78,970 -2%
RJA
16
Raymond James & Associates
Florida
$94.8M +$18.1M +579,147 +24%
LPL Financial
17
LPL Financial
California
$83.6M +$22.7M +725,654 +37%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$80.1M -$7.52M -240,322 -9%
Goldman Sachs
19
Goldman Sachs
New York
$74.3M +$7.03M +224,916 +10%
BWM
20
Baystate Wealth Management
Massachusetts
$66.1M +$1.24M +39,538 +2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$55.7M +$10.4M +331,928 +23%
SB
22
Sunflower Bank
Texas
$54.5M +$6.57M +209,973 +14%
HNB
23
Huntington National Bank
Ohio
$53.3M – – –
RVPG
24
Relative Value Partners Group
$45.5M -$1.64M -52,489 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$44.8M +$1.61M +51,333 +4%
1
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SPSB Hedge Fund Activity: Q3 2021 in Review

433 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2021, worth a combined $123B — up 8.6% from $114B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SPSB and 29 opened new positions — a net loss of 10 holders — while 126 trimmed existing stakes and 197 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $230M.

  • 433 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2021, down from 457 in Q2 2021.
  • Funds reported $123B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2021 and 39 closed out, a net change of -10 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2021 was Brown Brothers Harriman & Co, an estimated $46.8M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2021.