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State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $5.56B → $5.77B (+$214M)

3% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 59

0% less funds holding

Funds holding: 549547 (-2)

1.37% less ownership

Funds ownership: 71.94%70.56% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6056 (-4)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.59%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$504M +$125M +4,238,756 +33%
Charles Schwab
2
Charles Schwab
California
$350M +$1.62M +54,906 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$302M -$4.38M -148,486 -1%
Bank of America
4
Bank of America
North Carolina
$198M -$23.9M -808,142 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$187M +$11.6M +393,218 +7%
Jane Street
6
Jane Street
New York
$158M +$149M +5,034,232 +1,551%
VA
7
Valmark Advisers
Ohio
$157M +$7M +237,061 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$142M +$142M +4,824,055 +32,490%
LPL Financial
9
LPL Financial
California
$123M +$2.43M +82,224 +2%
UBS Group
10
UBS Group
Switzerland
$120M -$3.32M -112,360 -3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M +$4.27M +144,620 +4%
Wells Fargo
12
Wells Fargo
California
$105M -$15.5M -525,753 -13%
DWM
13
Destination Wealth Management
California
$101M -$22.9M -775,313 -18%
AWMS
14
Advocacy Wealth Management Services
Georgia
$99.8M +$4.81M +162,951 +5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$99M +$2.13M +72,226 +2%
Goldman Sachs
16
Goldman Sachs
New York
$94.9M +$5.73M +194,055 +6%
Fisher Asset Management
17
Fisher Asset Management
Washington
$87.1M +$4.21M +142,448 +5%
TF
18
TIAA FSB
Florida
$82.3M -$17M -575,443 -17%
State Street
19
State Street
Massachusetts
$71.9M -$143M -4,845,013 -66%
RIG
20
RiverFront Investment Group
Virginia
$69.5M +$321K +10,859 +0.5%
HNB
21
Huntington National Bank
Ohio
$69.5M
LGWM
22
Litman Gregory Wealth Management
California
$64.4M +$64.6M +2,188,641 New
OC
23
Oakworth Capital
Alabama
$61.4M -$906K -30,679 -1%
AWM
24
AE Wealth Management
Kansas
$59.3M +$10.3M +347,482 +21%
Ameriprise
25
Ameriprise
Minnesota
$57.9M -$12.9M -437,810 -18%

SPSB Hedge Fund Activity: Q2 2023 in Review

547 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2023, worth a combined $5.77B — up 3.9% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPSB positions and 59 closed out — a net gain of 2 holders — while 194 added to existing stakes and 222 trimmed.

The largest buyer was Jane Street, adding an estimated $149M. The largest seller was State Street, cutting an estimated $143M.

  • 547 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2023, down from 549 in Q1 2023.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2023 and 59 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $149M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2023 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2023.