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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
WMG
251
WESCAP Management Group
California
$341K +$345K +11,275 New
SCM
252
Southport Capital Management
Tennessee
$338K
SPC
253
Silver Point Capital
Connecticut
$333K +$336K +11,000 New
LWS
254
Lucia Wealth Services
California
$331K -$203K -6,640 -38%
EM
255
Excalibur Management
Massachusetts
$324K -$19.9K -650 -6%
SWP
256
Stratos Wealth Partners
Ohio
$315K -$2.11M -68,931 -87%
FCMT
257
Founders Capital Management (Texas)
Texas
$315K -$42.8K -1,400 -12%
TIA
258
Tiemann Investment Advisors
California
$313K
JG
259
Jefferies Group
New York
$303K +$306K +10,000 New
PWMAG
260
Pinnacle Wealth Management Advisory Group
New Jersey
$300K +$303K +9,915 New
HIIFS
261
Harel Insurance Investments & Financial Services
Israel
$299K
SGAM
262
Stephens Group Asset Management
Arkansas
$287K
CIA
263
Compass Ion Advisors
Pennsylvania
$284K +$48.2K +1,576 +20%
BAS
264
Brown Advisory Securities
Maryland
$282K -$51.7K -1,692 -15%
AWA
265
Arete Wealth Advisors
Illinois
$282K -$7.64K -250 -3%
B
266
Bellecapital
Switzerland
$280K -$99.7K -3,260 -26%
VRM
267
Vectors Research Management
New York
$280K -$26K -851 -8%
CPO
268
Cerity Partners OCIO
New York
$278K
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$276K -$858K -28,051 -75%
IWM
270
IHT Wealth Management
Illinois
$276K +$279K +9,131 New
CAG
271
Crestwood Advisors Group
Massachusetts
$274K
PPSG
272
Princeton Portfolio Strategies Group
New Jersey
$272K -$12.2K -400 -4%
PWG
273
Private Wealth Group
Florida
$271K -$245K -8,010 -47%
LS
274
Leelyn Smith
Illinois
$260K +$217K +7,098 +472%
APA
275
American Portfolios Advisors
New York
$256K

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.