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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

381 hedge funds and large institutions have $5.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 113

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

11% more capital invested

Capital invested by funds: $4.71B → $5.2B (+$495M)

3.65% more ownership

Funds ownership: 68.82% → 72.46% (+3.6%)

1% more funds holding

Funds holding: 378 → 381 (+3)

5% less funds holding in top 10

Funds holding in top 10: 43 → 41 (-2)

Holders
381
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
7.69%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
39
Increased
166
Reduced
113
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$281M
2
Ameriprise
Ameriprise
Minnesota
+$28.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25.3M
4
Truist Financial
Truist Financial
North Carolina
+$21.3M
5
USAA
United Services Automobile Association
Texas
+$18.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$81.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$28.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$20.7M
4
Goldman Sachs
Goldman Sachs
New York
-$18.6M
5
GF
Goodman Financial
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
301
Sigma Planning Corp
Michigan
$251K +$251K +7,991 New
MIH
302
Meitav Investment House
Israel
$251K +$251K +8,011 New
OWP
303
Obermeyer Wealth Partners
Colorado
$250K – – –
Comerica Bank
304
Comerica Bank
Texas
$249K +$249K +7,927 New
PCMK
305
Paragon Capital Management (Kansas)
Kansas
$245K – – –
TIM
306
Tortoise Investment Management
New York
$242K -$38.4K -1,225 -14%
CIAS
307
Capital Investment Advisory Services
North Carolina
$242K -$27.5K -877 -10%
SIC
308
Shoker Investment Counsel
Ohio
$241K +$376 +12 +0.2%
WOSD
309
WFA of San Diego
California
$237K -$144K -4,598 -38%
GVAG
310
Great Valley Advisor Group
Delaware
$230K +$230K +7,324 New
SCM
311
Stonehearth Capital Management
Massachusetts
$226K -$609K -19,423 -73%
PAS
312
Park Avenue Securities
New York
$219K +$219K +6,988 New
IWP
313
IAG Wealth Partners
Wisconsin
$213K +$10.3K +327 +5%
W
314
WealthOne
New York
$211K +$941 +30 +0.4%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$200K -$42.3K -1,348 -17%
ADL
316
Asset Dedication LLC
California
$200K +$200K +6,371 New
1IA
317
1834 Investment Advisors
Wisconsin
$192K – – –
GWM
318
Geneos Wealth Management
Colorado
$187K +$8.78K +280 +5%
CAL
319
Capital Analysts LLC
Pennsylvania
$178K +$14.7K +470 +9%
FCM
320
Firestone Capital Management
Florida
$159K – – –
CT
321
Caldwell Trust
Florida
$146K – – –
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$143K -$18.5K -589 -11%
MIFH
323
Migdal Insurance & Financial Holdings
Israel
$135K +$7.84K +250 +6%
MAM
324
Marquette Asset Management
Minnesota
$130K – – –
AP
325
Arlington Partners
Alabama
$121K – – –
11 12
13
14 15

SPSB Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2020, worth a combined $5.2B — up 11% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 33 closed out — a net gain of 6 holders — while 166 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $281M. The largest seller was Jane Street, cutting an estimated $81.8M.

  • 381 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2020, up from 378 in Q2 2020.
  • Funds reported $5.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $281M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2020 was Jane Street, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2020.