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State Street SPDR Portfolio Corporate Bond ETF

17 hedge funds and large institutions have $34.5M invested in State Street SPDR Portfolio Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more capital invested

Capital invested by funds: $8.31M → $34.5M (+$26.2M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

25.83% more ownership

Funds ownership: 54.11%79.94% (+26%)

6% more funds holding

Funds holding: 1617 (+1)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.63M +$8.74M +282,208 +961%
Goldman Sachs
2
Goldman Sachs
New York
$9.29M +$9.31M +300,676 New
Citigroup
3
Citigroup
New York
$9.27M +$9.29M +300,000 New
Jane Street
4
Jane Street
New York
$2.71M +$718K +23,180 +36%
CS
5
Credit Suisse
Switzerland
$1.65M +$1.34M +43,174 +420%
FWP
6
FAS Wealth Partners
Kansas
$1M -$126K -4,081 -11%
MWA
7
MFA Wealth Advisors
Pennsylvania
$250K -$673K -21,732 -72%
Citadel Advisors
8
Citadel Advisors
Florida
$219K +$220K +7,100 New
AG
9
Advisor Group
Arizona
$165K
Morgan Stanley
10
Morgan Stanley
New York
$119K +$43.4K +1,400 +57%
UBS Group
11
UBS Group
Switzerland
$68K -$41.6K -1,345 -38%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$64K -$50.1K -1,618 -44%
Wells Fargo
13
Wells Fargo
California
$60K -$4.99K -161 -8%
ML
14
McAdam LLC
Pennsylvania
$1K
BlackRock
15
BlackRock
New York
$1K +$1.18K +38 New
FRA
16
Front Row Advisors
California
$71
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
-$1.61M -51,839 Closed
VF
18
Virtu Financial
New York
-$879K -28,348 Closed
SEI Investments
19
SEI Investments
Pennsylvania
-$1K -27 Closed

SPBO Hedge Fund Activity: Q3 2018 in Review

17 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2018, worth a combined $34.5M — up 315% from $8.31M a quarter earlier.

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

The largest buyer was Goldman Sachs, opening a new position worth an estimated $9.31M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.61M sold.

  • 17 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2018, up from 16 in Q2 2018.
  • Funds reported $34.5M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2018, up 315% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2018 and 3 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2018 was Goldman Sachs, an estimated $9.31M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2018 was Susquehanna International Group, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2018.