State Street SPDR Portfolio Short Term Corporate Bond Index ETF
SPSB
522 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 215 increasing their positions, 200 reducing their positions, and 64 closing their positions.
132% more capital inflows, than outflows
Capital inflows: $1.32B | Capital outflows: $570M
3.69% more ownership
Funds ownership: 68.53% → 72.22% (+3.7%)
8% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 200
6% less funds holding
Funds holding: 557 → 522 (-35)
10% less funds holding in top 10
Funds holding in top 10: 49 → 44 (-5)
44% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$628M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$196M |
| 3 |
Advisory Alpha
Holland,
Michigan
|
+$58.8M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$35.9M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RiverFront Investment Group
Richmond,
Virginia
|
-$65.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$48.9M |
| 3 |
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$47.1M |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$31.2M |
| 5 |
Litman Gregory Wealth Management
Larkspur,
California
|
-$27M |
SPSB Hedge Fund Activity: Q1 2024 in Review
522 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) for Q1 2024, worth a combined $5.63B — up 14% from $4.92B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of SPSB and 36 opened new positions — a net loss of 28 holders — while 200 trimmed existing stakes and 215 added.
The largest buyer was JP Morgan Chase, adding an estimated $628M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $65.9M sold.
- 522 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) as of Q1 2024, down from 557 in Q4 2023.
- Funds reported $5.63B of State Street SPDR Portfolio Short Term Corporate Bond Index ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 36 funds opened new State Street SPDR Portfolio Short Term Corporate Bond Index ETF positions in Q1 2024 and 64 closed out, a net change of -28 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond Index ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $628M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond Index ETF seller in Q1 2024 was RiverFront Investment Group, an estimated $65.9M sold.
Based on aggregated 13F filings for Q1 2024.