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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
CAL
276
Capital Advisors Ltd
Ohio
$50K
BWM
277
BerganKDV Wealth Management
Minnesota
$49K
WP
278
WealthShield Partners
North Carolina
$47K -$2.41M -79,282 -98%
ASN
279
Advisory Services Network
Georgia
$41K -$64.9K -2,140 -61%
MA
280
MCF Advisors
Kentucky
$39K +$6.37K +210 +20%
RCA
281
Rowland Carmichael Advisors
Arizona
$37K -$65.3K -2,152 -64%
GSWM
282
Golden State Wealth Management
California
$36K +$35.4K +1,168 New
SWM
283
SeaCrest Wealth Management
New York
$34K
GWM
284
Geneos Wealth Management
Colorado
$34K +$22.4K +738 +192%
BWP
285
Baldwin Wealth Partners
Massachusetts
$31K
CAC
286
Certified Advisory Corp
Florida
$29K -$759 -25 -3%
EDRH
287
Edmond de Rothschild Holding
Switzerland
$28K
AOWM
288
Alpha Omega Wealth Management
Virginia
$25K +$25.2K +830 New
RCAG
289
Rehmann Capital Advisory Group
Michigan
$24.9K +$24.7K +815 New
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$24K -$101K -3,313 -81%
PA
291
Parallel Advisors
California
$24K +$24.3K +801 New
WTB
292
Washington Trust Bank
Washington
$23K
NPP
293
New Potomac Partners
Maryland
$21K
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$10K +330 +95%
RFA
295
Reilly Financial Advisors
California
$20K -$49.2K -1,620 -72%
BCA
296
Bray Capital Advisors
Florida
$20K
NWM
297
Northwest Wealth Management
Iowa
$19K
PCTC
298
Perkins Coie Trust Company
Washington
$19K
FCB
299
First Command Bank
Texas
$17K
FCFS
300
First Command Financial Services
Texas
$17K

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.