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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LP
226
LGL Partners
Pennsylvania
$459K -$7.4K -242 -2%
AP
227
Atwood & Palmer
Missouri
$455K
AWM
228
AE Wealth Management
Kansas
$447K -$2.56M -83,698 -85%
PB
229
Pinnacle Bancorp
Nebraska
$432K
BAM
230
Belpointe Asset Management
Nevada
$431K +$289K +9,439 +196%
RCA
231
Resonant Capital Advisors
Wisconsin
$430K +$435K +14,229 New
PTC
232
Philadelphia Trust Company
Pennsylvania
$421K
SCA
233
Snowden Capital Advisors
New York
$417K +$3.24K +106 +0.8%
DWM
234
Dakota Wealth Management
Florida
$413K -$376K -12,288 -47%
BFA
235
Beaumont Financial Advisors
Massachusetts
$401K -$1.2M -39,160 -75%
CA
236
Continuum Advisory
Idaho
$395K -$518K -16,946 -56%
PFM
237
Phillips Financial Management
Indiana
$394K +$3.85K +126 +1%
RIG
238
Roosevelt Investment Group
New York
$394K +$35.6K +1,163 +10%
W
239
WealthOne
New York
$392K +$173K +5,665 +78%
TIM
240
Tortoise Investment Management
New York
$391K -$156K -5,115 -28%
NFG
241
Next Financial Group
Texas
$387K +$113K +3,685 +40%
PA
242
PFG Advisors
Arizona
$380K -$41.1K -1,346 -10%
CCG
243
Ceeto Capital Group
Florida
$378K
Mariner
244
Mariner
Kansas
$374K -$1M -32,772 -73%
DI
245
Diligent Investors
California
$365K +$31 +1 +0%
QWM
246
Quaker Wealth Management
New Jersey
$364K -$5.08K -166 -1%
SWM
247
Sanctuary Wealth Management
Idaho
$357K
KeyBank National Association
248
KeyBank National Association
Ohio
$357K +$41.6K +1,361 +13%
SFP
249
Strategic Financial Partners
Oregon
$348K -$226K -7,397 -39%
BWAM
250
Boyd Watterson Asset Management
Ohio
$345K +$7.21K +236 +2%

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.