State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
549 hedge funds and large institutions have $5.59B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 193 increasing their positions, 229 reducing their positions, and 60 closing their positions.
2% less capital invested
Capital invested by funds: $5.71B → $5.59B (-$128M)
3.48% less ownership
Funds ownership: 75.16% → 71.68% (-3.5%)
4% less funds holding
Funds holding: 570 → 549 (-21)
6% less funds holding in top 10
Funds holding in top 10: 64 → 60 (-4)
15% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 60
16% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 229
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$113M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$39.8M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$37M |
| 4 |
Morgan Stanley
New York
|
+$35.7M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$97M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$60.9M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$58.5M |
| 4 |
JP Morgan Chase
New York
|
-$57.7M |
| 5 |
SB
Sunflower Bank
Dallas,
Texas
|
-$45.7M |
SPSB Hedge Fund Activity: Q1 2023 in Review
549 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2023, worth a combined $5.59B — down 2.2% from $5.71B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of SPSB and 51 opened new positions — a net loss of 9 holders — while 229 trimmed existing stakes and 193 added.
The largest buyer was Creative Planning, adding an estimated $113M. The largest seller was Bank of America, cutting an estimated $97M.
- 549 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2023, down from 570 in Q4 2022.
- Funds reported $5.59B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2023, down 2.2% quarter-over-quarter.
- 51 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2023 and 60 closed out, a net change of -9 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2023 was Creative Planning, an estimated $113M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $97M sold.
Based on aggregated 13F filings for Q1 2023.