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State Street SPDR Portfolio Short Term Corporate Bond ETF

519 hedge funds and large institutions have $5.62B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $5.08B → $5.62B (+$546M)

1.45% more ownership

Funds ownership: 70.74%72.19% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 200

7% less funds holding

Funds holding: 556519 (-37)

10% less funds holding in top 10

Funds holding in top 10: 4944 (-5)

45% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 66

Holders
519
Holders Change
-37
Holders Change %
-6.65%
% of All Funds
7.48%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.63%
New
36
Increased
213
Reduced
200
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$920M +$196M +6,598,884 +27%
JP Morgan Chase
2
JP Morgan Chase
New York
$866M +$628M +21,099,844 +264%
VA
3
Valmark Advisers
Ohio
$199M +$31.3M +1,052,866 +19%
Bank of America
4
Bank of America
North Carolina
$157M -$3.91M -131,259 -2%
LPL Financial
5
LPL Financial
California
$143M -$8.29M -278,480 -5%
Morgan Stanley
6
Morgan Stanley
New York
$130M -$180M -6,052,242 -58%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$125M -$48.9M -1,642,991 -28%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$102M +$757K +25,434 +0.7%
Fisher Asset Management
9
Fisher Asset Management
Washington
$89.2M -$1.87M -62,702 -2%
State Street
10
State Street
Massachusetts
$80.9M +$2.99M +100,608 +4%
HNB
11
Huntington National Bank
Ohio
$75.2M
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$70.5M +$4.4M +147,792 +7%
Wells Fargo
13
Wells Fargo
California
$68M +$3.2M +107,556 +5%
UBS Group
14
UBS Group
Switzerland
$60.3M -$1.74M -58,631 -3%
Goldman Sachs
15
Goldman Sachs
New York
$59.2M +$3M +100,796 +5%
AA
16
Advisory Alpha
Michigan
$58.8M +$58.8M +1,975,802 New
AC
17
Allstate Corporation
Illinois
$56.4M +$10.2M +342,085 +22%
MA
18
MCF Advisors
Kentucky
$54.1M +$5.94M +199,748 +12%
TC
19
TownSquare Capital
Utah
$53.9M +$4.2M +141,105 +8%
Mariner
20
Mariner
Kansas
$53.7M +$35.9M +1,207,922 +203%
Renaissance Technologies
21
Renaissance Technologies
New York
$50.1M -$12.2M -410,560 -20%
DWM
22
Destination Wealth Management
California
$48.1M -$13.2M -443,103 -22%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$47.9M -$3.01M -101,127 -6%
RA
24
Rodgers & Associates
Pennsylvania
$43M +$1.87M +62,984 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$39.4M +$27.6M +928,832 +235%

SPSB Hedge Fund Activity: Q1 2024 in Review

519 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2024, worth a combined $5.62B — up 11% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SPSB and 36 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 213 added.

The largest buyer was JP Morgan Chase, adding an estimated $628M. The largest seller was Morgan Stanley, cutting an estimated $180M.

  • 519 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2024, down from 556 in Q4 2023.
  • Funds reported $5.62B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2024 and 66 closed out, a net change of -30 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $628M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2024.