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State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.18B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 5761 (+4)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 528528 (0)

3.45% less ownership

Funds ownership: 76.75%73.29% (-3.5%)

9% less capital invested

Capital invested by funds: $5.73B → $5.18B (-$544M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 210

Holders
528
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.02%
% of All Funds
1.05%
New
53
Increased
177
Reduced
210
Closed
49
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$305M +$7.78M +262,171 +3%
Bank of America
2
Bank of America
North Carolina
$257M -$56.8M -1,913,621 -18%
Morgan Stanley
3
Morgan Stanley
New York
$216M +$117M +3,939,816 +114%
State Street
4
State Street
Massachusetts
$204M -$4.03M -135,616 -2%
VA
5
Valmark Advisers
Ohio
$191M -$2.63M -88,646 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$169M -$42M -1,414,113 -20%
LPL Financial
7
LPL Financial
California
$144M -$3.21M -108,191 -2%
Wells Fargo
8
Wells Fargo
California
$138M +$13.3M +448,650 +11%
UBS Group
9
UBS Group
Switzerland
$125M +$8.25M +277,978 +7%
DWM
10
Destination Wealth Management
California
$124M +$37.2M +1,253,132 +42%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M +$1.24M +41,669 +1%
Goldman Sachs
12
Goldman Sachs
New York
$96.3M +$1.02M +34,215 +1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$89.6M +$3.17M +106,793 +4%
Fisher Asset Management
14
Fisher Asset Management
Washington
$88.2M -$340M -11,459,974 -79%
Creative Planning
15
Creative Planning
Kansas
$83.9M +$82.2M +2,768,728 +2,694%
AWMS
16
Advocacy Wealth Management Services
Georgia
$81.6M +$2.81M +94,586 +4%
AC
17
Allstate Corporation
Illinois
$80.5M +$7.78M +262,165 +11%
Ameriprise
18
Ameriprise
Minnesota
$75.1M +$20.5M +691,089 +37%
RIG
19
RiverFront Investment Group
Virginia
$68.3M +$69.1M +2,326,046 +12,045%
HI
20
Horizon Investments
North Carolina
$67.5M +$4.63M +155,918 +7%
TF
21
TIAA FSB
Florida
$59.4M -$5.02M -169,045 -8%
AWM
22
AE Wealth Management
Kansas
$58.1M +$5.88M +198,212 +11%
HNB
23
Huntington National Bank
Ohio
$56.5M
TC
24
TownSquare Capital
Utah
$56.3M +$11.7M +395,707 +26%
LGWM
25
Litman Gregory Wealth Management
California
$54.7M +$27.3M +919,378 +97%

SPSB Hedge Fund Activity: Q3 2022 in Review

528 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2022, worth a combined $5.18B — down 9.5% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 49 closed out — a net gain of 4 holders — while 177 added to existing stakes and 210 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Fisher Asset Management, cutting an estimated $340M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5.18B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2022 and 49 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2022.