We are live on ! Find out more
SPSB icon

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
BRC
301
Bell Rock Capital
Delaware
$23K +$23.5K +770 New
NPP
302
New Potomac Partners
Maryland
$22K
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$21K
BCA
304
Bray Capital Advisors
Florida
$20K
RFA
305
Reilly Financial Advisors
California
$20K
JHCP
306
Jackson Hole Capital Partners
Oklahoma
$19K +$18.8K +615 New
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$15K -$8.31K -272 -35%
AWM
308
Avior Wealth Management
Nebraska
$14K
CB
309
CNB Bank
Pennsylvania
$14K +$14K +458 New
CIAS
310
Capital Investment Advisory Services
North Carolina
$13K +$1.89K +62 +16%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$12K +$6.42K +210 +113%
PFO
312
Pathstone Family Office
New Jersey
$11K
GEA
313
Glen Eagle Advisors
New Jersey
$10.8K
FHA
314
Flagship Harbor Advisors
Massachusetts
$10K
BCI
315
Brinker Capital Investments
Pennsylvania
$10K +$92 +3 +0.9%
BAM
316
Barrett Asset Management
New York
$9K
BFC
317
Bedel Financial Consulting
Indiana
$7K +$31 +1 +0.5%
LPWM
318
Lake Point Wealth Management
Texas
$6K
HI
319
Hudock Inc
Pennsylvania
$5K
OSNBOA
320
Old Second National Bank of Aurora
Illinois
$5K
Northern Trust
321
Northern Trust
Illinois
$4K +$15.8K +517 +4%
SF
322
Synovus Financial
Georgia
$3K
JCM
323
Jacobi Capital Management
Pennsylvania
$3K +$2.66K +87 New
EWM
324
Elmwood Wealth Management
California
$2K +$1.53K +50 New
TFA
325
Transamerica Financial Advisors
Florida
$1K +$458 +15 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.