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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
FMN
276
Financial Management Network
California
$434K +$434K +13,821 New
PFM
277
Phillips Financial Management
Indiana
$414K +$1.19K +38 +0.3%
Millennium Management
278
Millennium Management
New York
$412K +$412K +13,136 New
SFM
279
Signet Financial Management
New Jersey
$410K -$1.02M -32,639 -71%
SSWM
280
Sheets Smith Wealth Management
North Carolina
$409K -$31.2K -996 -7%
BFA
281
Beaumont Financial Advisors
Massachusetts
$404K
CCG
282
Ceeto Capital Group
Florida
$393K
DI
283
Diligent Investors
California
$388K +$5.11K +163 +1%
NFG
284
Next Financial Group
Texas
$387K -$314 -10 -0.1%
RCA
285
Resonant Capital Advisors
Wisconsin
$384K -$63 -2 -0%
SWM
286
Sanctuary Wealth Management
Idaho
$371K
RIG
287
Roosevelt Investment Group
New York
$361K +$15.7K +502 +5%
WWM
288
Western Wealth Management
Colorado
$355K +$355K +11,320 New
WMG
289
WESCAP Management Group
California
$354K
FCMT
290
Founders Capital Management (Texas)
Texas
$354K +$354K +11,270 New
LP
291
LGL Partners
Pennsylvania
$353K -$14.2K -454 -4%
APA
292
American Portfolios Advisors
New York
$344K +$14.5K +461 +4%
KeyBank National Association
293
KeyBank National Association
Ohio
$339K -$30K -957 -8%
PAS
294
Park Avenue Securities
New York
$339K +$120K +3,820 +55%
PA
295
PFG Advisors
Arizona
$334K -$15.2K -484 -4%
CIC
296
Carnegie Investment Counsel
Ohio
$330K -$20.7K -660 -6%
DWM
297
Dakota Wealth Management
Florida
$330K -$7.43K -237 -2%
EWA
298
Exencial Wealth Advisors
Oklahoma
$330K +$329K +10,500 New
TIA
299
Tiemann Investment Advisors
California
$325K
LJAC
300
L.J. Altfest & Co
New York
$323K -$28.8K -919 -8%

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.