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State Street SPDR Portfolio Short Term Corporate Bond ETF

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

4% more funds holding

Funds holding: 323337 (+14)

3.29% more ownership

Funds ownership: 63.21%66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
251
Vectors Research Management
New York
$318K +$317K +10,309 New
WWM
252
Western Wealth Management
Colorado
$311K
TFO
253
Tarbox Family Office
California
$304K +$303K +9,844 New
PPSG
254
Princeton Portfolio Strategies Group
New Jersey
$293K -$52.3K -1,700 -15%
AWA
255
Arete Wealth Advisors
Illinois
$293K +$50.9K +1,655 +21%
SGAM
256
Stephens Group Asset Management
Arkansas
$292K
CPO
257
Cerity Partners OCIO
New York
$284K
CAG
258
Crestwood Advisors Group
Massachusetts
$280K
APA
259
American Portfolios Advisors
New York
$261K +$6.16K +200 +2%
OWP
260
Obermeyer Wealth Partners
Colorado
$246K
ODG
261
O'Dell Group
Ohio
$241K +$1.32K +43 +0.6%
SMFS
262
Squar Milner Financial Services
California
$240K +$236K +7,657 New
DP
263
Dearborn Partners
Illinois
$239K
GSIS
264
Global Strategic Investment Solutions
Arizona
$231K +$230K +7,480 New
SEI Investments
265
SEI Investments
Pennsylvania
$230K -$20.1K -654 -8%
SRSA
266
S.R. Schill & Associates
Washington
$225K -$6.46K -210 -3%
FCA
267
FinTrust Capital Advisors
South Carolina
$225K +$1.54K +50 +0.7%
NB
268
Nicolet Bankshares
Wisconsin
$224K -$53.3K -1,733 -19%
IC
269
InterOcean Capital
Illinois
$219K +$218K +7,098 New
BII
270
Bainco International Investors
Massachusetts
$217K -$3.6K -117 -2%
CF
271
Centaurus Financial
California
$213K -$22.9K -745 -10%
JSL
272
JT Stratford LLC
Georgia
$213K +$5.05K +164 +2%
Creative Planning
273
Creative Planning
Kansas
$207K +$207K +6,723 New
W
274
WealthOne
New York
$203K -$340K -11,033 -63%
GIA
275
Gladstone Institutional Advisory
Florida
$201K +$200K +6,500 New

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.