State Street SPDR Portfolio Corporate Bond ETF
SPBO
11 hedge funds and large institutions have $4.64M invested in State Street SPDR Portfolio Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
17.43% more ownership
Funds ownership: 18.49% → 35.92% (+17%)
10% more funds holding
Funds holding: 10 → 11 (+1)
23% less capital invested
Capital invested by funds: $5.99M → $4.64M (-$1.35M)
Top Buyers
| 1 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$723K |
| 2 |
Goldman Sachs
New York
|
+$317K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$164K |
| 4 |
Morgan Stanley
New York
|
+$103K |
| 5 |
CCS
Crosspoint Capital Strategies
Orinda,
California
|
+$33.1K |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 2 |
Jane Street
New York
|
-$598K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$295K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $1.41M | +$3.75K | +116 | +0.3% |
|
|
U
2
UBS
Zurich,
Switzerland
| $1.24M | -$49K | -1,516 | -4% |
|
|
SAM
3
Stringer Asset Management
Memphis,
Tennessee
| $740K | +$723K | +22,361 | +4,141% |
|
|
4
Jane Street
New York
| $377K | -$598K | -18,489 | -61% |
|
|
5
Goldman Sachs
New York
| $317K | +$317K | +9,802 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $262K | +$164K | +5,072 | +166% |
|
|
7
Morgan Stanley
New York
| $228K | +$103K | +3,172 | +82% |
|
|
CCS
8
Crosspoint Capital Strategies
Orinda,
California
| $45K | +$33.1K | +1,024 | +281% |
|
9
US Bancorp
Minneapolis,
Minnesota
| $16K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| $6K | -$295K | -9,111 | -98% |
|
|
GSC
11
Ground Swell Capital
Folly Beach,
South Carolina
| $2K | +$1.78K | +55 | New |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.74M | -53,704 | Closed |
|
SPBO Hedge Fund Activity: Q3 2014 in Review
11 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2014, worth a combined $4.64M — down 23% from $5.99M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPBO positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Stringer Asset Management, adding an estimated $723K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.74M sold.
- 11 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2014, up from 10 in Q2 2014.
- Funds reported $4.64M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2014, down 23% quarter-over-quarter.
- 2 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2014 and 1 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2014 was Stringer Asset Management, an estimated $723K added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2014 was Susquehanna International Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2014.