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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

323 hedge funds and large institutions have $3.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 85

27% more funds holding in top 10

Funds holding in top 10: 30 → 38 (+8)

4% more capital invested

Capital invested by funds: $3.34B → $3.48B (+$138M)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

0.38% more ownership

Funds ownership: 62.83% → 63.21% (+0.38%)

1% less funds holding

Funds holding: 326 → 323 (-3)

Holders
323
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
7.02%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.83%
New
40
Increased
149
Reduced
85
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$289M
2
GI
Gradient Investments
Minnesota
+$45.1M
3
Goldman Sachs
Goldman Sachs
New York
+$30.2M
4
AMH
Apollo Management Holdings
New York
+$24.4M
5
WCM
Windham Capital Management
Massachusetts
+$21.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$270M
2
AssetMark Inc
AssetMark Inc
California
-$118M
3
CSIA
Charles Schwab Investment Advisory
California
-$54.1M
4
TM
Titan Managers
Arizona
-$10.4M
5
AIC
Ameritas Investment Company
Nebraska
-$7.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
226
Courier Capital
New York
$391K +$185K +6,068 +91%
DI
227
Diligent Investors
California
$379K +$377K +12,322 New
BL
228
BFSG LLC
California
$375K -$1.53K -50 -0.4%
PSUF
229
People's United Financial
Connecticut
$375K +$3.54K +116 +1%
SMC
230
Smith, Moore & Co
Missouri
$366K -$5.22K -171 -1%
ACM
231
AlphaStar Capital Management
North Carolina
$366K +$33.2K +1,086 +10%
RIG
232
Roosevelt Investment Group
New York
$365K +$362K +11,859 New
SWM
233
Sanctuary Wealth Management
Idaho
$363K -$1.45M -47,470 -80%
BFA
234
Beaumont Financial Advisors
Massachusetts
$360K -$6.78M -221,871 -95%
KWM
235
Kingsview Wealth Management
Oregon
$356K +$134K +4,376 +61%
TA
236
TCG Advisors
Texas
$352K -$603K -19,720 -63%
PPSG
237
Princeton Portfolio Strategies Group
New Jersey
$345K -$30.6K -1,000 -8%
TSS
238
Two Sigma Securities
New York
$328K +$325K +10,646 New
TIA
239
Tiemann Investment Advisors
California
$319K – – –
WWM
240
Western Wealth Management
Colorado
$310K -$16.2K -530 -5%
CCG
241
Ceeto Capital Group
Florida
$308K – – –
FCMT
242
Founders Capital Management (Texas)
Texas
$305K +$1.83K +60 +0.6%
AWM
243
AE Wealth Management
Kansas
$294K +$33.3K +1,091 +13%
SGAM
244
Stephens Group Asset Management
Arkansas
$292K – – –
CPO
245
Cerity Partners OCIO
New York
$283K – – –
IWC
246
Integrated Wealth Concepts
Massachusetts
$283K +$345K +11,292 +122%
CAG
247
Crestwood Advisors Group
Massachusetts
$279K – – –
NB
248
Nicolet Bankshares
Wisconsin
$276K +$1.71K +56 +0.6%
PA
249
Pinnacle Associates
New York
$265K – – –
APA
250
American Portfolios Advisors
New York
$254K +$1.19K +39 +0.5%
8 9
10
11 12

SPSB Hedge Fund Activity: Q2 2019 in Review

323 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2019, worth a combined $3.48B — up 4.1% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPSB positions and 39 closed out — a net gain of 1 holder — while 149 added to existing stakes and 85 trimmed.

The largest buyer was TIAA FSB, adding an estimated $289M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $270M sold.

  • 323 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2019, down from 326 in Q1 2019.
  • Funds reported $3.48B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2019 and 39 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2019 was TIAA FSB, an estimated $289M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2019 was United Services Automobile Association, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2019.