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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
MA
301
MCF Advisors
Kentucky
$46K +$2.83K +92 +7%
CAGAS
302
Capital Advisory Group Advisory Services
Minnesota
$43K
ASN
303
Advisory Services Network
Georgia
$42K
WP
304
WealthShield Partners
North Carolina
$41K +$14.2K +462 +54%
RCA
305
Rowland Carmichael Advisors
Arizona
$38K -$23.9K -775 -39%
GSWM
306
Golden State Wealth Management
California
$37K
TAIM
307
TD Ameritrade Investment Management
Nebraska
$37K +$12.7K +412 +53%
CFB
308
Cullen/Frost Bankers
Texas
$33K +$32.7K +1,064 New
BWP
309
Baldwin Wealth Partners
Massachusetts
$31K
EDRH
310
Edmond de Rothschild Holding
Switzerland
$28K
NCM
311
Next Capital Management
New York
$28K +$28.1K +914 New
LFG
312
LifePlan Financial Group
Ohio
$24K
BCWM
313
Bartlett & Co Wealth Management
Ohio
$23.2K
BC
314
Bartlett & Co
Ohio
$23K
NPP
315
New Potomac Partners
Maryland
$22K
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$21K
BCA
317
Bray Capital Advisors
Florida
$20K
RFA
318
Reilly Financial Advisors
California
$20K
JHCP
319
Jackson Hole Capital Partners
Oklahoma
$19K
PA
320
Parallel Advisors
California
$16K +$15.6K +508 New
ACA
321
Atlas Capital Advisors
Wyoming
$15.4K +$15.4K +500 New
AWM
322
Avior Wealth Management
Nebraska
$13K
CIAS
323
Capital Investment Advisory Services
North Carolina
$12K -$1.91K -62 -14%
GEA
324
Glen Eagle Advisors
New Jersey
$11.7K +$923 +30 +9%
BCI
325
Brinker Capital Investments
Pennsylvania
$11K +$62 +2 +0.6%

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.