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State Street SPDR Portfolio Short Term Corporate Bond ETF

323 hedge funds and large institutions have $3.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 85

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

4% more capital invested

Capital invested by funds: $3.34B → $3.48B (+$138M)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

0.38% more ownership

Funds ownership: 62.83%63.21% (+0.38%)

1% less funds holding

Funds holding: 326323 (-3)

Holders
323
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
7.02%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.83%
New
40
Increased
149
Reduced
85
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
276
Capital Analysts LLC
Pennsylvania
$82K +$72.4K +2,368 +840%
CAC
277
Certified Advisory Corp
Florida
$78K +$47.9K +1,568 +165%
YWP
278
YorkBridge Wealth Partners
New York
$67K +$2.69K +88 +4%
MA
279
MUFG Americas
New York
$64K +$63.7K +2,084 New
TL
280
TrueWealth LLC
Georgia
$63K
SPIA
281
Steward Partners Investment Advisory
New York
$63K +$62.8K +2,054 New
RCA
282
Rowland Carmichael Advisors
Arizona
$61K +$23.7K +775 +64%
GWM
283
Geneos Wealth Management
Colorado
$54K +$19.6K +642 +57%
FRA
284
Front Row Advisors
California
$51K
CAL
285
Capital Advisors Ltd
Ohio
$50K
BWM
286
BerganKDV Wealth Management
Minnesota
$49K
CAGAS
287
Capital Advisory Group Advisory Services
Minnesota
$43K -$35K -1,144 -45%
MA
288
MCF Advisors
Kentucky
$43K +$3.67K +120 +9%
Fidelity Investments
289
Fidelity Investments
Massachusetts
$43K +$42.8K +1,400 +35,000%
ASN
290
Advisory Services Network
Georgia
$42K
GSWM
291
Golden State Wealth Management
California
$36K +$703 +23 +2%
BWP
292
Baldwin Wealth Partners
Massachusetts
$31K
RCAG
293
Rehmann Capital Advisory Group
Michigan
$29.5K +$4.34K +142 +17%
TM
294
Titan Managers
Arizona
$28K -$10.4M -341,852 -100%
EDRH
295
Edmond de Rothschild Holding
Switzerland
$28K
WP
296
WealthShield Partners
North Carolina
$27K -$20.5K -670 -44%
LFG
297
LifePlan Financial Group
Ohio
$24K -$153K -4,997 -87%
TAIM
298
TD Ameritrade Investment Management
Nebraska
$24K +$14.7K +481 +160%
BCWM
299
Bartlett & Co Wealth Management
Ohio
$23.1K +$23K +752 New
BC
300
Bartlett & Co
Ohio
$23K +$23K +752 New

SPSB Hedge Fund Activity: Q2 2019 in Review

323 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2019, worth a combined $3.48B — up 4.1% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPSB positions and 39 closed out — a net gain of 1 holder — while 149 added to existing stakes and 85 trimmed.

The largest buyer was TIAA FSB, adding an estimated $289M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $270M sold.

  • 323 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2019, down from 326 in Q1 2019.
  • Funds reported $3.48B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2019 and 39 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2019 was TIAA FSB, an estimated $289M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2019 was United Services Automobile Association, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2019.