We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

326 hedge funds and large institutions have $3.34B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

9% more capital invested

Capital invested by funds: $3.06B → $3.34B (+$277M)

8% more funds holding

Funds holding: 303326 (+23)

0.11% more ownership

Funds ownership: 62.72%62.83% (+0.11%)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
326
Holders Change
+23
Holders Change %
+7.59%
% of All Funds
7.06%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
56
Increased
123
Reduced
98
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
251
Trivium Point Advisory
Connecticut
$243K +$241K +7,955 New
FMC
252
First Merchants Corp
Indiana
$231K -$36.4K -1,200 -14%
SRSA
253
S.R. Schill & Associates
Washington
$229K -$22K -724 -9%
KWM
254
Kingsview Wealth Management
Oregon
$220K +$2.88K +95 +1%
1IA
255
1834 Investment Advisors
Wisconsin
$219K
BII
256
Bainco International Investors
Massachusetts
$218K
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$214K -$30.3K -1,000 -13%
SEI Investments
258
SEI Investments
Pennsylvania
$213K -$15.5K -510 -7%
FCA
259
FinTrust Capital Advisors
South Carolina
$212K +$1K +33 +0.5%
MWPCG
260
Measured Wealth Private Client Group
New Hampshire
$206K +$205K +6,750 New
CC
261
Courier Capital
New York
$203K +$202K +6,645 New
BBNA
262
Bremer Bank National Association
Minnesota
$180K +$178K +5,876 New
LFG
263
LifePlan Financial Group
Ohio
$176K
EK
264
Evensky & Katz
Florida
$160K -$3.19K -105 -2%
AP
265
Arlington Partners
Alabama
$118K
WAM
266
Wealthspire Advisors (Maryland)
Maryland
$99K
CAGAS
267
Capital Advisory Group Advisory Services
Minnesota
$78K +$77.1K +2,541 New
YWP
268
YorkBridge Wealth Partners
New York
$63K +$2.91K +96 +5%
TL
269
TrueWealth LLC
Georgia
$62K
WAS
270
Winch Advisory Services
Wisconsin
$59K -$19.4M -640,172 -100%
AIA
271
Alera Investment Advisors
Illinois
$57K +$14.9K +491 +36%
RFC
272
Regions Financial Corp
Alabama
$52K +$51.7K +1,705 New
IA
273
IFP Advisors
Florida
$51K -$174K -5,722 -77%
FRA
274
Front Row Advisors
California
$51K
VC
275
Vestor Capital
Illinois
$51K +$50.5K +1,665 New

SPSB Hedge Fund Activity: Q1 2019 in Review

326 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2019, worth a combined $3.34B — up 9% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPSB positions and 28 closed out — a net gain of 28 holders — while 123 added to existing stakes and 98 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $55.1M. The largest seller was Stadion Money Management, cutting an estimated $48.5M.

  • 326 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $3.34B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2019 and 28 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $55.1M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2019 was Stadion Money Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2019.