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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

529 hedge funds and large institutions have $5.49B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 519 → 529 (+10)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 189

0.77% less ownership

Funds ownership: 72.19% → 71.42% (-0.77%)

2% less capital invested

Capital invested by funds: $5.62B → $5.49B (-$131M)

14% less funds holding in top 10

Funds holding in top 10: 44 → 38 (-6)

Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
7.64%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
57
Increased
200
Reduced
189
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$107M
2
Creative Planning
Creative Planning
Kansas
+$93.2M
3
Jane Street
Jane Street
New York
+$24.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$19.7M
5
MAM
McCarthy Asset Management
California
+$19M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$333M
2
RVPG
Relative Value Partners Group
-$37.2M
3
TC
TownSquare Capital
Utah
-$24.9M
4
Cohen & Steers
Cohen & Steers
New York
-$21M
5
CA
CoreCap Advisors
Michigan
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.01B +$93.2M +3,144,330 +10%
JP Morgan Chase
2
JP Morgan Chase
New York
$530M -$333M -11,235,003 -39%
VA
3
Valmark Advisers
Ohio
$214M +$15.6M +528,238 +8%
Bank of America
4
Bank of America
North Carolina
$152M -$4.6M -155,275 -3%
LPL Financial
5
LPL Financial
California
$148M +$5.06M +170,723 +4%
Morgan Stanley
6
Morgan Stanley
New York
$145M +$14.6M +492,107 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$112M -$13.2M -444,148 -11%
Citadel Advisors
8
Citadel Advisors
Florida
$108M +$107M +3,608,721 +15,925%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$103M +$706K +23,815 +0.7%
Fisher Asset Management
10
Fisher Asset Management
Washington
$93.9M +$4.83M +163,145 +5%
State Street
11
State Street
Massachusetts
$88M +$7.23M +244,072 +9%
HNB
12
Huntington National Bank
Ohio
$78.5M – – –
Wells Fargo
13
Wells Fargo
California
$68.9M +$1.09M +36,709 +2%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$65.5M -$4.79M -161,589 -7%
Renaissance Technologies
15
Renaissance Technologies
New York
$64.3M +$14.2M +480,260 +29%
AC
16
Allstate Corporation
Illinois
$62.8M +$6.59M +222,460 +12%
Mariner
17
Mariner
Kansas
$61.5M +$7.97M +269,014 +15%
AA
18
Advisory Alpha
Michigan
$60.7M +$2.06M +69,620 +4%
Goldman Sachs
19
Goldman Sachs
New York
$60.1M +$1.06M +35,757 +2%
MA
20
MCF Advisors
Kentucky
$55.8M +$1.9M +64,151 +4%
UBS Group
21
UBS Group
Switzerland
$54.3M -$5.78M -195,186 -10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$54.1M +$14.7M +495,999 +37%
DWM
23
Destination Wealth Management
California
$47.1M -$903K -30,495 -2%
HI
24
Horizon Investments
North Carolina
$45.5M +$12.7M +428,793 +39%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$45.4M -$2.45M -82,649 -5%
1
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SPSB Hedge Fund Activity: Q2 2024 in Review

529 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2024, worth a combined $5.49B — down 2.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPSB positions and 41 closed out — a net gain of 16 holders — while 200 added to existing stakes and 189 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 529 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2024, up from 519 in Q1 2024.
  • Funds reported $5.49B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2024 and 41 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $107M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2024.