State Street SPDR Portfolio Corporate Bond ETF
SPBO
13 hedge funds and large institutions have $16M invested in State Street SPDR Portfolio Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.
5% more capital invested
Capital invested by funds: $15.2M → $16M (+$826K)
2.04% more ownership
Funds ownership: 48.04% → 50.08% (+2%)
13% less funds holding
Funds holding: 15 → 13 (-2)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| 1 |
Jane Street
New York
|
+$3.59M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$368K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wells Fargo
San Francisco,
California
| $6.07M | -$404K | -12,728 | -6% |
|
|
2
Jane Street
New York
| $3.88M | +$3.59M | +113,100 | +1,324% |
|
|
FI
3
FormulaFolio Investments
Grand Rapids,
Michigan
| $2.4M | +$368K | +11,596 | +18% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.26M | -$1.13M | -35,412 | -47% |
|
|
FWP
5
FAS Wealth Partners
Leawood,
Kansas
| $1.15M | -$1.08M | -34,126 | -49% |
|
|
IWMPD
6
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $416K | -$23K | -725 | -5% |
|
7
Goldman Sachs
New York
| $371K | -$76.7K | -2,414 | -17% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $233K | +$14.6K | +458 | +7% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $95K | +$33.5K | +1,056 | +55% |
|
10
UBS Group
Zurich,
Switzerland
| $59K | -$328K | -10,329 | -85% |
|
11
Morgan Stanley
New York
| $38K | – | – | – |
|
12
Creative Planning
Overland Park,
Kansas
| $10K | -$17.5K | -550 | -65% |
|
|
RJFSA
13
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$298K | -9,450 | Closed |
|
SPBO Hedge Fund Activity: Q1 2017 in Review
13 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2017, worth a combined $16M — up 5.4% from $15.2M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SPBO and 0 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $3.59M. The largest seller was Susquehanna International Group, cutting an estimated $1.13M.
- 13 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2017, down from 15 in Q4 2016.
- Funds reported $16M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2017, up 5.4% quarter-over-quarter.
- 0 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2017 and 1 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2017 was Jane Street, an estimated $3.59M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2017 was Susquehanna International Group, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2017.