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State Street SPDR Portfolio Corporate Bond ETF

15 hedge funds and large institutions have $15.3M invested in State Street SPDR Portfolio Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

196% more capital invested

Capital invested by funds: $5.17M → $15.3M (+$10.1M)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

36% more funds holding

Funds holding: 1115 (+4)

26.27% more ownership

Funds ownership: 31.88%58.15% (+26%)

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change

SPBO Hedge Fund Activity: Q1 2015 in Review

15 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2015, worth a combined $15.3M — up 196% from $5.17M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPBO positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.45M. The largest seller was Bank of America, cutting an estimated $416K.

  • 15 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2015, up from 11 in Q4 2014.
  • Funds reported $15.3M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2015, up 196% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2015 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2015 was Morgan Stanley, an estimated $4.45M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2015 was Bank of America, an estimated $416K sold.

Based on aggregated 13F filings for Q1 2015.