State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
555 hedge funds and large institutions have $4.92B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 176 increasing their positions, 230 reducing their positions, and 48 closing their positions.
71% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 48
6% more funds holding
Funds holding: 526 → 555 (+29)
0.86% less ownership
Funds ownership: 69.39% → 68.53% (-0.86%)
4% less capital invested
Capital invested by funds: $5.11B → $4.92B (-$185M)
6% less funds holding in top 10
Funds holding in top 10: 52 → 49 (-3)
23% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 230
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$228M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$93.8M |
| 3 |
Renaissance Technologies
New York
|
+$47M |
| 4 |
BS
Banco Santander
Madrid,
Spain
|
+$16.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$347M |
| 2 |
OC
Oakworth Capital
Birmingham,
Alabama
|
-$57.4M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$53.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$52.4M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$43.1M |
SPSB Hedge Fund Activity: Q4 2023 in Review
555 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2023, worth a combined $4.92B — down 3.6% from $5.11B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new SPSB positions and 48 closed out — a net gain of 34 holders — while 176 added to existing stakes and 230 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $228M. The largest seller was Charles Schwab, cutting an estimated $347M.
- 555 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2023, up from 526 in Q3 2023.
- Funds reported $4.92B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2023, down 3.6% quarter-over-quarter.
- 82 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2023 and 48 closed out, a net change of +34 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $228M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab, an estimated $347M sold.
Based on aggregated 13F filings for Q4 2023.