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State Street SPDR Portfolio Corporate Bond ETF

16 hedge funds and large institutions have $11.7M invested in State Street SPDR Portfolio Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

33% more funds holding

Funds holding: 1216 (+4)

1.07% less ownership

Funds ownership: 61.78%60.7% (-1.1%)

27% less capital invested

Capital invested by funds: $16M → $11.7M (-$4.28M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$2.74M +$98.9K +3,061 +4%
Jane Street
2
Jane Street
New York
$2.56M -$3.35M -103,749 -57%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.99M -$34.3K -1,062 -2%
FWP
4
FAS Wealth Partners
Kansas
$1.36M +$115K +3,557 +9%
Bank of America
5
Bank of America
North Carolina
$1.03M -$18.4K -568 -2%
MWA
6
MFA Wealth Advisors
Pennsylvania
$1.03M +$1.04M +32,143 New
CWS
7
Cypress Wealth Services
California
$296K +$296K +9,171 New
Goldman Sachs
8
Goldman Sachs
New York
$219K -$48.7K -1,508 -18%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$165K -$77.9K -2,411 -32%
Wells Fargo
10
Wells Fargo
California
$120K +$45K +1,393 +60%
AG
11
Advisor Group
Arizona
$97K +$96.9K +3,000 New
FRA
12
Front Row Advisors
California
$75K +$75.4K +2,335 New
Morgan Stanley
13
Morgan Stanley
New York
$58K
AWA
14
Acorn Wealth Advisors
Michigan
$7K +$7.11K +220 New
APA
15
American Portfolios Advisors
New York
$24 +$32 +1 New
Citadel Advisors
16
Citadel Advisors
Florida
-$1.93M -59,698 Closed
VF
17
Virtu Financial
New York
-$514K -15,875 Closed

SPBO Hedge Fund Activity: Q4 2017 in Review

16 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2017, worth a combined $11.7M — down 27% from $16M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPBO positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was FAS Wealth Partners, adding an estimated $115K. The largest seller was Jane Street, cutting an estimated $3.35M.

  • 16 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2017, up from 12 in Q3 2017.
  • Funds reported $11.7M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2017, down 27% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2017 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2017 was FAS Wealth Partners, an estimated $115K added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2017 was Jane Street, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2017.