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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
ACA
301
Atlas Capital Advisors
Wyoming
$15.3K +$15.2K +500 New
OIA
302
OneDigital Investment Advisors
Kansas
$14K
AWM
303
Avior Wealth Management
Nebraska
$13K
CIAS
304
Capital Investment Advisory Services
North Carolina
$12K
DWM
305
Destination Wealth Management
California
$12K +$12.2K +401 New
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$11K +$425 +14 +4%
PFO
307
Pathstone Family Office
New Jersey
$11K +$10.6K +350 New
CFB
308
Cullen/Frost Bankers
Texas
$11K +$10.8K +357 New
GEA
309
Glen Eagle Advisors
New Jersey
$10.7K +$10.6K +350 New
BCI
310
Brinker Capital Investments
Pennsylvania
$10K +$30 +1 +0.3%
TAIM
311
TD Ameritrade Investment Management
Nebraska
$9K -$2.46K -81 -21%
BAM
312
Barrett Asset Management
New York
$9K
FHA
313
Flagship Harbor Advisors
Massachusetts
$9K
CAL
314
Capital Analysts LLC
Pennsylvania
$8K -$10.5K -346 -55%
BFC
315
Bedel Financial Consulting
Indiana
$7K +$6.71K +221 New
LPWM
316
Lake Point Wealth Management
Texas
$6K -$475K -15,640 -99%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$6K
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$6K +$5.64K +186 New
SHIM
319
Stone House Investment Management
Pennsylvania
$6K +$5.76K +190 New
SFA
320
Semmax Financial Advisors
North Carolina
$5K -$14.2K -468 -76%
OSNBOA
321
Old Second National Bank of Aurora
Illinois
$5K
BMM
322
Buffington Mohr McNeal
Idaho
$5K +$5.1K +168 New
HI
323
Hudock Inc
Pennsylvania
$5K +$5.25K +173 New
ADL
324
Asset Dedication LLC
California
$5K +$5.64K +186 New
Northern Trust
325
Northern Trust
Illinois
$4K +$92.1K +3,035 +28%

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.