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State Street SPDR Portfolio Corporate Bond ETF

15 hedge funds and large institutions have $33.8M invested in State Street SPDR Portfolio Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $34.5M → $33.8M (-$735K)

1.04% less ownership

Funds ownership: 79.94%78.9% (-1%)

12% less funds holding

Funds holding: 1715 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$29.8M +$29.7M +975,270 New
BPWA
2
Beacon Pointe Wealth Advisors
California
$887K +$882K +28,998 New
FWP
3
FAS Wealth Partners
Kansas
$839K -$155K -5,092 -16%
CS
4
Credit Suisse
Switzerland
$684K -$945K -31,089 -58%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$401K +$399K +13,114 New
Morgan Stanley
6
Morgan Stanley
New York
$266K +$148K +4,878 +127%
MWA
7
MFA Wealth Advisors
Pennsylvania
$246K -$5.72K -188 -2%
Bank of America
8
Bank of America
North Carolina
$186K -$9.29M -305,472 -98%
AG
9
Advisor Group
Arizona
$164K
UBS Group
10
UBS Group
Switzerland
$101K +$33.8K +1,110 +51%
FRA
11
Front Row Advisors
California
$71K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$63K
Wells Fargo
13
Wells Fargo
California
$43K -$16.2K -534 -28%
BlackRock
14
BlackRock
New York
$1K -$517 -17 -45%
Goldman Sachs
15
Goldman Sachs
New York
-$9.29M -300,676 Closed
Citigroup
16
Citigroup
New York
-$9.27M -300,000 Closed
Jane Street
17
Jane Street
New York
-$2.71M -87,722 Closed
Citadel Advisors
18
Citadel Advisors
Florida
-$219K -7,100 Closed
ML
19
McAdam LLC
Pennsylvania
-$1K -28 Closed

SPBO Hedge Fund Activity: Q4 2018 in Review

15 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2018, worth a combined $33.8M — down 2.1% from $34.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SPBO and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 2 added.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $29.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.29M sold.

  • 15 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2018, down from 17 in Q3 2018.
  • Funds reported $33.8M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2018, down 2.1% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2018 and 5 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2018 was Stadion Money Management, an estimated $29.7M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2018 was Goldman Sachs, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2018.