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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
1IA
276
1834 Investment Advisors
Wisconsin
$198K -$2.46K -80 -1%
BAM
277
Belpointe Asset Management
Nevada
$146K +$16.6K +540 +13%
BRC
278
Bell Rock Capital
Delaware
$137K +$112K +3,648 +474%
MAM
279
Marquette Asset Management
Minnesota
$134K -$377K -12,258 -74%
CAL
280
Capital Analysts LLC
Pennsylvania
$131K +$50.1K +1,627 +61%
NFG
281
Next Financial Group
Texas
$126K +$8.96K +291 +8%
RWA
282
Ropes Wealth Advisors
Massachusetts
$121K +$33.2K +1,080 +38%
CFG
283
Citizens Financial Group
Rhode Island
$120K
AP
284
Arlington Partners
Alabama
$119K -$9.99M -324,650 -99%
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$108K -$46.2K -1,500 -30%
SIC
286
Salem Investment Counselors
North Carolina
$108K
FA
287
Financial Advantage
Maryland
$101K +$101K +3,280 New
CMBA
288
C.M. Bidwell & Associates
Hawaii
$98K -$30.2K -980 -24%
RIA
289
Realta Investment Advisors
Delaware
$97K +$4.16K +135 +5%
NIC
290
Northwest Investment Counselors
Oregon
$93K +$92.3K +3,000 New
Fidelity Investments
291
Fidelity Investments
Massachusetts
$82K +$39.1K +1,271 +91%
CAC
292
Certified Advisory Corp
Florida
$78K
MA
293
MUFG Americas
New York
$69K +$4.62K +150 +7%
SPIA
294
Steward Partners Investment Advisory
New York
$69K +$6.46K +210 +10%
TL
295
TrueWealth LLC
Georgia
$63K
GWM
296
Geneos Wealth Management
Colorado
$54K
CAN
297
Claraphi Advisory Network
United States
$52K +$52K +1,689 New
FRA
298
Front Row Advisors
California
$51K
CAL
299
Capital Advisors Ltd
Ohio
$50K
BWM
300
BerganKDV Wealth Management
Minnesota
$49K

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.