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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
LFG
251
LifePlan Financial Group
Ohio
$3K +$2.79K +92 New
TFA
252
Transamerica Financial Advisors
Florida
$2K +$121 +4 +8%
Financial Engines Advisors
253
Financial Engines Advisors
California
$2K +$2.09K +69 New
DWM
254
Destination Wealth Management
California
$1K -$678K -22,387 -100%
GRP
255
Global Retirement Partners
California
$1K
MWM
256
Mission Wealth Management
California
-$29.5M -970,050 Closed
AWE
257
Avidian Wealth Enterprises
Texas
-$26.7K -877,154 Closed
HCM
258
Horan Capital Management
Maryland
-$3.73M -122,563 Closed
Renaissance Technologies
259
Renaissance Technologies
New York
-$2.52M -83,000 Closed
AIM
260
Allen Investment Management
New York
-$1.63M -53,473 Closed
WLIM
261
White Lighthouse Investment Management
Massachusetts
-$1.11M -36,514 Closed
DDPOM
262
Delta Dental Plan of Michigan
Michigan
-$984K -32,500 Closed
JIC
263
Johnson Investment Counsel
Ohio
-$651K -21,416 Closed
Creative Planning
264
Creative Planning
Kansas
-$378K -12,436 Closed
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
-$349K -11,473 Closed
WS
266
Wela Strategies
Georgia
-$316K -10,384 Closed
GAM
267
Gould Asset Management
California
-$268K -8,806 Closed
TSS
268
Two Sigma Securities
New York
-$228K -7,495 Closed
CG
269
Colony Group
Massachusetts
-$214K -7,040 Closed
TC
270
Telemus Capital
Michigan
-$182K -5,975 Closed
WA
271
Winfield Associates
Ohio
-$118K -3,850 Closed
CA
272
Calton & Associates
Florida
-$113K -3,744 Closed
GBBWRPM
273
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$51K -1,665 Closed
AC
274
Avestar Capital
New York
-$32K -1,075 Closed

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.