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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
226
Brown Advisory Securities
Maryland
$774K +$29.5K +939 +4%
OIA
227
OneDigital Investment Advisors
Kansas
$767K -$143K -4,561 -16%
AFP
228
Ausdal Financial Partners
Iowa
$763K -$161K -5,119 -17%
HKAM
229
Horizon Kinetics Asset Management
New York
$754K
MFG
230
MidWestOne Financial Group
Iowa
$745K -$245K -7,817 -25%
Creative Planning
231
Creative Planning
Kansas
$723K +$104K +3,330 +17%
FEG
232
Financial Enhancement Group
Indiana
$713K +$286K +9,121 +67%
Citigroup
233
Citigroup
New York
$709K +$1.88K +60 +0.3%
KBFS
234
Kohmann Bosshard Financial Services
Ohio
$695K -$122K -3,899 -15%
CIA
235
Compass Ion Advisors
Pennsylvania
$673K +$5.77K +184 +0.9%
WFA
236
Wells Financial Advisors
Massachusetts
$669K +$669K +21,317 New
SWP
237
Stratos Wealth Partners
Ohio
$654K +$286K +9,116 +78%
IA
238
IFG Advisory
Georgia
$653K +$204K +6,519 +46%
JCM
239
Jacobi Capital Management
Pennsylvania
$635K -$314K -10,020 -33%
EWM
240
Endurance Wealth Management
Rhode Island
$632K
IWM
241
IHT Wealth Management
Illinois
$628K +$15.4K +490 +3%
CIC
242
Chilton Investment Company
Connecticut
$624K -$184K -5,867 -23%
PP
243
PrairieView Partners
Minnesota
$624K -$99K -3,155 -14%
ATC
244
Argent Trust Co
Tennessee
$619K -$8K -255 -1%
TCM
245
Towercrest Capital Management
Pennsylvania
$603K +$31.7K +1,012 +5%
TSS
246
Two Sigma Securities
New York
$600K +$599K +19,102 New
GAM
247
Gould Asset Management
California
$597K +$15.2K +484 +3%
HAS
248
HBW Advisory Services
California
$588K +$31.3K +998 +6%
BAM
249
Belpointe Asset Management
Nevada
$586K +$255K +8,141 +77%
PA
250
Pinnacle Associates
New York
$585K

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.