We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

528 hedge funds and large institutions have $5.56B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 215 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 180

5% more funds holding in top 10

Funds holding in top 10: 38 → 40 (+2)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $5.49B → $5.56B (+$66.9M)

0% less funds holding

Funds holding: 529 → 528 (-1)

0.48% less ownership

Funds ownership: 71.42% → 70.95% (-0.48%)

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.58%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
49
Increased
215
Reduced
180
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$91.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$37.6M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$28.1M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$23.1M
5
HVIA
Hudson Valley Investment Advisors
New York
+$15.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$108M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$47.2M
3
AC
Allstate Corporation
Illinois
-$38.2M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$25.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.12B +$91.9M +3,062,630 +9%
JP Morgan Chase
2
JP Morgan Chase
New York
$579M +$37.6M +1,253,004 +7%
VA
3
Valmark Advisers
Ohio
$223M +$5.22M +173,832 +2%
LPL Financial
4
LPL Financial
California
$163M +$11.8M +391,706 +8%
Bank of America
5
Bank of America
North Carolina
$152M -$3.16M -105,409 -2%
Morgan Stanley
6
Morgan Stanley
New York
$129M -$17.7M -590,745 -12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$124M +$10.2M +341,350 +9%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$112M +$7.09M +236,371 +7%
State Street
9
State Street
Massachusetts
$105M +$15.5M +516,321 +17%
HNB
10
Huntington National Bank
Ohio
$78.8M – – –
AA
11
Advisory Alpha
Michigan
$70.9M +$8.89M +296,426 +14%
Renaissance Technologies
12
Renaissance Technologies
New York
$65.1M -$420K -14,000 -0.6%
Wells Fargo
13
Wells Fargo
California
$64.5M -$5.67M -188,931 -8%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$62.7M +$23.1M +769,642 +59%
Goldman Sachs
15
Goldman Sachs
New York
$61.9M +$610K +20,315 +1%
MA
16
MCF Advisors
Kentucky
$61M +$4.02M +133,984 +7%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$57.7M -$9.04M -301,258 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$55.2M +$83.4K +2,780 +0.2%
Mariner
19
Mariner
Kansas
$53.6M -$9.07M -302,375 -15%
DWM
20
Destination Wealth Management
California
$48.5M +$514K +17,133 +1%
Fisher Asset Management
21
Fisher Asset Management
Washington
$48.1M -$47.2M -1,572,509 -50%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$47.6M +$1.36M +45,381 +3%
HI
23
Horizon Investments
North Carolina
$47M +$603K +20,099 +1%
UBS Group
24
UBS Group
Switzerland
$45.6M -$9.73M -324,445 -18%
RA
25
Rodgers & Associates
Pennsylvania
$45.3M +$502K +16,742 +1%
1
2 3 4 5

SPSB Hedge Fund Activity: Q3 2024 in Review

528 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2024, worth a combined $5.56B — up 1.2% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPSB positions and 46 closed out — a net gain of 3 holders — while 215 added to existing stakes and 180 trimmed.

The largest buyer was Creative Planning, adding an estimated $91.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $108M sold.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2024, down from 529 in Q2 2024.
  • Funds reported $5.56B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2024 and 46 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2024 was Creative Planning, an estimated $91.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.