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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
AWA
251
Arete Wealth Advisors
Illinois
$574K +$248K +7,896 +76%
FHA
252
Flagship Harbor Advisors
Massachusetts
$565K -$138K -4,415 -20%
SMC
253
Smith, Moore & Co
Missouri
$562K -$4.64K -148 -0.8%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$559K
5L
255
55I LLC
Massachusetts
$551K -$5.06M -161,274 -90%
FPWM
256
FSB Premier Wealth Management
Iowa
$550K +$550K +17,541 New
OWA
257
Octavia Wealth Advisors
Ohio
$539K +$539K +17,173 New
CF
258
Centaurus Financial
California
$534K +$101K +3,208 +23%
GWM
259
Geneos Wealth Management
Colorado
$532K +$16.2M +516,585 +8,627%
AWMG
260
Alliance Wealth Management Group
New Jersey
$521K +$26.8K +855 +5%
CCA
261
Catalyst Capital Advisors
New York
$509K
RA
262
RFG Advisory
Alabama
$507K +$1.22K +39 +0.2%
TCM
263
Teza Capital Management
Illinois
$501K
GSIS
264
Global Strategic Investment Solutions
Arizona
$500K +$2.6K +83 +0.5%
Mariner
265
Mariner
Kansas
$497K -$968K -30,861 -66%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$497K +$456K +14,524 +1,106%
KC
267
Kingfisher Capital
North Carolina
$488K +$487K +15,535 New
CGFA
268
Colton Groome Financial Advisors
North Carolina
$480K -$206K -6,581 -30%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$479K -$103K -3,289 -18%
CSPIA
270
Cary Street Partners Investment Advisory
Virginia
$479K -$3.45K -110 -0.7%
SCA
271
Snowden Capital Advisors
New York
$479K +$46.3K +1,476 +11%
GF
272
Goodman Financial
Texas
$473K -$396K -12,634 -46%
CCP
273
Cardan Capital Partners
Colorado
$454K -$1.59M -50,550 -78%
PSUF
274
People's United Financial
Connecticut
$447K -$183K -5,848 -29%
PB
275
Pinnacle Bancorp
Nebraska
$445K

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.