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State Street SPDR Portfolio Corporate Bond ETF

19 hedge funds and large institutions have $45.8M invested in State Street SPDR Portfolio Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 1819 (+1)

4% more capital invested

Capital invested by funds: $43.9M → $45.8M (+$1.84M)

12.67% less ownership

Funds ownership: 64.69%52.03% (-13%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$36.5M +$1.07M +31,870 +3%
FI
2
FormulaFolio Investments
Michigan
$2.03M +$2.01M +59,999 New
MSAM
3
Moloney Securities Asset Management
Missouri
$1.41M -$160K -4,762 -10%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.33M +$1.31M +39,245 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.17M -$252K -7,521 -18%
BPWA
6
Beacon Pointe Wealth Advisors
California
$921K +$103K +3,066 +13%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$498K +$493K +14,726 New
Bank of America
8
Bank of America
North Carolina
$335K +$71.5K +2,135 +28%
Jane Street
9
Jane Street
New York
$309K +$306K +9,144 New
FWP
10
FAS Wealth Partners
Kansas
$267K -$12.8K -381 -5%
CWS
11
Cypress Wealth Services
California
$231K
AG
12
Advisor Group
Arizona
$229K +$268 +8 +0.1%
LPL Financial
13
LPL Financial
California
$206K -$24.6K -733 -11%
Morgan Stanley
14
Morgan Stanley
New York
$193K +$37.3K +1,113 +24%
FRA
15
Front Row Advisors
California
$79K
Wells Fargo
16
Wells Fargo
California
$48K
ASN
17
Advisory Services Network
Georgia
$21K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7K +$5.06K +151 +248%
BlackRock
19
BlackRock
New York
$1K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$2.83M -85,628 Closed
RIA
21
Regal Investment Advisors
Michigan
-$1.19M -35,947 Closed

SPBO Hedge Fund Activity: Q3 2019 in Review

19 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2019, worth a combined $45.8M — up 4.2% from $43.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SPBO positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $2.01M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.83M sold.

  • 19 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2019, up from 18 in Q2 2019.
  • Funds reported $45.8M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2019, up 4.2% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2019 and 3 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2019 was FormulaFolio Investments, an estimated $2.01M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2019 was Susquehanna International Group, an estimated $2.83M sold.

Based on aggregated 13F filings for Q3 2019.