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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
301
Fidelity Investments
Massachusetts
$323K +$122K +3,895 +61%
ICM
302
Intrepid Capital Management
Florida
$322K -$87.8K -2,799 -21%
GVAG
303
Great Valley Advisor Group
Delaware
$321K +$91.3K +2,911 +40%
VWM
304
Vigilare Wealth Management
Arizona
$316K -$27K -860 -8%
HAIM
305
Hunter Associates Investment Management
Pennsylvania
$314K +$14.1K +450 +5%
SLWA
306
San Luis Wealth Advisors
California
$314K +$314K +10,000 New
UCMOK
307
United Capital Management of KS
Kansas
$307K +$307K +9,776 New
FMC
308
Financial Management Concepts
Florida
$304K +$303K +9,667 New
MSAM
309
Moloney Securities Asset Management
Missouri
$303K +$17.3K +551 +6%
OCPWS
310
One Charles Private Wealth Services
Massachusetts
$299K +$298K +9,500 New
AIA
311
Alera Investment Advisors
Illinois
$297K +$11.6K +371 +4%
PWMAG
312
Pinnacle Wealth Management Advisory Group
New Jersey
$296K
SGAM
313
Stephens Group Asset Management
Arkansas
$294K
CAG
314
Crestwood Advisors Group
Massachusetts
$287K +$2.42K +77 +0.8%
IWC
315
Integrated Wealth Concepts
Massachusetts
$283K +$9.1K +290 +3%
CIAS
316
CFS Investment Advisory Services
New Jersey
$282K +$281K +8,970 New
MGIA
317
Matthew Goff Investment Advisor
Texas
$280K -$13K -413 -4%
TLFA
318
True Link Financial Advisors
California
$273K +$272K +8,679 New
SPC
319
Sigma Planning Corp
Michigan
$269K +$17.6K +562 +7%
BWM
320
BCGM Wealth Management
Indiana
$269K +$269K +8,578 New
DBT
321
Dubuque Bank & Trust
Iowa
$262K +$262K +8,339 New
Wolverine Trading
322
Wolverine Trading
Illinois
$258K +$258K +8,224 New
BTWM
323
Baker Tilly Wealth Management
Wisconsin
$257K +$257K +8,187 New
CYG
324
Clean Yield Group
Vermont
$255K
OWP
325
Obermeyer Wealth Partners
Colorado
$251K

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.