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State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
226
Baldwin Wealth Partners
Massachusetts
$30K +$30.3K +1,000 New
BFC
227
Bedel Financial Consulting
Indiana
$30K +$30.4K +1,004 New
CAC
228
Certified Advisory Corp
Florida
$29K +$19.7K +650 +199%
ASN
229
Advisory Services Network
Georgia
$28K -$13.6K -450 -33%
BCA
230
Bray Capital Advisors
Florida
$27K +$26.6K +880 New
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$4.48K -148 -16%
PG
232
Patten Group
Tennessee
$23K +$394 +13 +2%
VCM
233
Vigilant Capital Management
Maine
$22K +$21.8K +721 New
WP
234
WealthShield Partners
North Carolina
$21K +$21.2K +700 New
MA
235
MCF Advisors
Kentucky
$20K +$61 +2 +0.3%
PCTC
236
Perkins Coie Trust Company
Washington
$19K
Daiwa Securities Group
237
Daiwa Securities Group
Japan
$18K -$72.7K -2,400 -80%
OIA
238
Optimum Investment Advisors
Illinois
$18K +$18.2K +600 New
SIS
239
Sound Income Strategies
Florida
$17K +$15.5K +512 +1,249%
NWM
240
Northwest Wealth Management
Iowa
$17K +$17K +560 New
ACA
241
Atlas Capital Advisors
Wyoming
$15.1K +$15.1K +500 New
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$14K +$8.99K +297 +183%
DAM
243
Delta Asset Management
Tennessee
$13K
GWM
244
Geneos Wealth Management
Colorado
$11K
AWM
245
Avior Wealth Management
Nebraska
$10K +$10K +331 New
BAM
246
Barrett Asset Management
New York
$8K
FHA
247
First Horizon Advisors
Tennessee
$6K +$30 +1 +0.4%
RCAG
248
Rehmann Capital Advisory Group
Michigan
$6K +$5.54K +183 New
SF
249
Synovus Financial
Georgia
$5K +$5.33K +176 New
Northern Trust
250
Northern Trust
Illinois
$4K +$10.4K +344 +3%

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.