State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
570 hedge funds and large institutions have $5.71B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 173 increasing their positions, 214 reducing their positions, and 46 closing their positions.
115% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 46
10% more capital invested
Capital invested by funds: $5.2B → $5.71B (+$512M)
8% more funds holding
Funds holding: 528 → 570 (+42)
5% more funds holding in top 10
Funds holding in top 10: 61 → 64 (+3)
2.12% more ownership
Funds ownership: 73.04% → 75.16% (+2.1%)
19% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 214
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$181M |
| 2 |
OC
Oakworth Capital
Birmingham,
Alabama
|
+$61.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$58.8M |
| 4 |
Morgan Stanley
New York
|
+$52.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$48.1M |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
-$43.8M |
| 3 |
Jane Street
New York
|
-$22.4M |
| 4 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$18.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.9M |
SPSB Hedge Fund Activity: Q4 2022 in Review
570 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2022, worth a combined $5.71B — up 9.8% from $5.2B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new SPSB positions and 46 closed out — a net gain of 53 holders — while 173 added to existing stakes and 214 trimmed.
The largest buyer was Creative Planning, adding an estimated $181M. The largest seller was Valmark Advisers, cutting an estimated $48.1M.
- 570 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2022, up from 528 in Q3 2022.
- Funds reported $5.71B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2022, up 9.8% quarter-over-quarter.
- 99 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2022 and 46 closed out, a net change of +53 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2022 was Creative Planning, an estimated $181M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2022 was Valmark Advisers, an estimated $48.1M sold.
Based on aggregated 13F filings for Q4 2022.