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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
301
Ropes Wealth Advisors
Massachusetts
$129K +$20.8K +680 +19%
SMFS
302
Squar Milner Financial Services
California
$127K +$34.6K +1,133 +37%
MAM
303
Marquette Asset Management
Minnesota
$126K -$5.2K -170 -4%
MIFH
304
Migdal Insurance & Financial Holdings
Israel
$122K -$1.24M -40,520 -91%
Fidelity Investments
305
Fidelity Investments
Massachusetts
$119K -$98.3K -3,216 -45%
FCA
306
FinTrust Capital Advisors
South Carolina
$118K +$459 +15 +0.4%
AP
307
Arlington Partners
Alabama
$117K
AIS
308
Accurate Investment Solutions
Pennsylvania
$113K +$114K +3,724 New
NEIRG
309
New England Investment & Retirement Group
Massachusetts
$94K +$94.9K +3,105 New
VCP
310
Verus Capital Partners
Arizona
$90K -$202K -6,621 -69%
CAAS
311
Capital Asset Advisory Services
Michigan
$84K -$15.9K -519 -16%
SIC
312
Salem Investment Counselors
North Carolina
$82K -$24.5K -800 -23%
WAS
313
Winch Advisory Services
Wisconsin
$76K -$8.57M -280,363 -99%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$69K -$277K -9,056 -80%
PG
315
Proffitt & Goodson
Tennessee
$68K -$2.79M -91,427 -98%
MA
316
MUFG Americas
New York
$68K
TL
317
TrueWealth LLC
Georgia
$61K
SPIA
318
Steward Partners Investment Advisory
New York
$60K +$15.3K +499 +33%
PA
319
Procyon Advisors
Connecticut
$56K +$56.4K +1,844 New
FRA
320
Front Row Advisors
California
$52K
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$51K
CAN
322
Claraphi Advisory Network
United States
$51K +$51.6K +1,689 New
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$51K +$52K +1,700 New
CAL
324
Capital Advisors Ltd
Ohio
$49K
BWM
325
BerganKDV Wealth Management
Minnesota
$48K

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.