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State Street SPDR Portfolio Corporate Bond ETF

25 hedge funds and large institutions have $54.6M invested in State Street SPDR Portfolio Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

32% more funds holding

Funds holding: 1925 (+6)

19% more capital invested

Capital invested by funds: $45.8M → $54.6M (+$8.87M)

1.85% more ownership

Funds ownership: 52.03%53.88% (+1.9%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
4
Closed
2
Calls
$75K
Puts
Net Calls
+$75K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$36.9M +$384K +11,380 +1%
Jane Street
2
Jane Street
New York
$6.14M +$5.81M +172,334 +1,885%
Citadel Advisors
3
Citadel Advisors
Florida
$2.45M +$1.28M +37,817 +109%
MSAM
4
Moloney Securities Asset Management
Missouri
$1.5M +$88K +2,608 +6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.34M +$14.4K +428 +1%
Bank of America
6
Bank of America
North Carolina
$1.03M +$696K +20,633 +209%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$883K +$880K +26,094 New
BPWA
8
Beacon Pointe Wealth Advisors
California
$740K -$180K -5,331 -20%
LPL Financial
9
LPL Financial
California
$550K +$344K +10,183 +167%
G
10
Gainplan
Michigan
$459K +$458K +13,573 New
FTUS
11
Flow Traders U.S.
New York
$353K +$352K +10,441 New
Morgan Stanley
12
Morgan Stanley
New York
$316K +$122K +3,618 +63%
IAA
13
Independent Advisor Alliance
North Carolina
$311K +$310K +9,199 New
PAG
14
Pinnacle Advisory Group
Maryland
$265K +$264K +7,826 New
MML Investors Services
15
MML Investors Services
Massachusetts
$249K +$248K +7,349 New
FWP
16
FAS Wealth Partners
Kansas
$241K -$25.3K -750 -10%
AG
17
Advisor Group
Arizona
$229K +$371 +11 +0.2%
CWS
18
Cypress Wealth Services
California
$225K -$6.01K -178 -3%
PAG
19
Private Advisor Group
New Jersey
$217K +$217K +6,425 New
FA
20
Faithward Advisors
Pennsylvania
$131K +$130K +3,863 New
FRA
21
Front Row Advisors
California
$79K
ASN
22
Advisory Services Network
Georgia
$35K +$14.1K +417 +67%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$17K -$432K -12,793 -87%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7K
BlackRock
25
BlackRock
New York
$1K

SPBO Hedge Fund Activity: Q4 2019 in Review

25 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2019, worth a combined $54.6M — up 19% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPBO positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $5.81M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $2.03M sold.

  • 25 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2019, up from 19 in Q3 2019.
  • Funds reported $54.6M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2019 and 2 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2019 was Jane Street, an estimated $5.81M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2019 was FormulaFolio Investments, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2019.