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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$430M -$11M -366,978 -2%
Bank of America
2
Bank of America
North Carolina
$319M -$82.1M -2,747,762 -20%
Charles Schwab
3
Charles Schwab
California
$303M +$303M +10,153,419 +27,281%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$214M -$68.6M -2,294,176 -24%
State Street
5
State Street
Massachusetts
$211M -$89.7M -3,000,681 -30%
VA
6
Valmark Advisers
Ohio
$197M -$7.73M -258,549 -4%
LPL Financial
7
LPL Financial
California
$150M +$16.1M +539,296 +12%
Wells Fargo
8
Wells Fargo
California
$127M +$61.6M +2,061,937 +93%
Members Trust
9
Members Trust
Florida
$119M -$39.4M -1,319,895 -25%
UBS Group
10
UBS Group
Switzerland
$119M +$77.3M +2,586,693 +184%
HCC
11
Hirtle Callaghan & Co
Pennsylvania
$115M -$96.7M -3,234,544 -45%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M -$5.21M -174,248 -4%
Morgan Stanley
13
Morgan Stanley
New York
$103M +$2.44M +81,548 +2%
Goldman Sachs
14
Goldman Sachs
New York
$96.9M +$25.9M +866,075 +36%
DWM
15
Destination Wealth Management
California
$89.1M +$89.6M +2,996,584 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$88M -$5.97M -199,754 -6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$86.1M -$115M -3,853,389 -57%
AWMS
18
Advocacy Wealth Management Services
Georgia
$80.1M +$80.5M +2,693,637 New
AC
19
Allstate Corporation
Illinois
$74.1M +$74.5M +2,492,405 New
TF
20
TIAA FSB
Florida
$65.5M -$112M -3,748,303 -63%
HI
21
Horizon Investments
North Carolina
$64.1M +$64.4M +2,154,476 New
Truist Financial
22
Truist Financial
North Carolina
$61.7M -$82.3M -2,752,259 -57%
Ameriprise
23
Ameriprise
Minnesota
$56M +$7.04M +235,420 +14%
AWM
24
AE Wealth Management
Kansas
$53.3M +$22.2M +742,113 +71%
WA
25
WestEnd Advisors
North Carolina
$52M +$52.3M +1,749,110 New

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.